Hello, 

I currently have a sales process for a B2B SaaS and we recently shifted from 1 big pipeline to 3 shorter ones. Here were our stages

  1. Lead-in (We can't use Leadinbox because you can't filter by address)
  2. Cold
  3. Warm
  4. Reschedule Demo
  5. Demo Set
  6. Set Trial
  7. Onboarding
  8. Monitor
  9. Ready for Close

We used to have one big pipeline and we recently chopped it up into "Qualification" with step 1-5 and then "Conversion" for steps 6-9. This is great to separate the pipeline for SDRs and AEs, however we can't get data across pipelines.. This is a HUGE problem. 

For example we can't track the conversion rate from Step 5 to 6. 

Is data across pipelines in works? 

 

Thanks