Overview

Pipedrive‘s multiple pipeline feature allows you to manage different sales processes or business workflows in parallel. Whether you’re handling multiple products, services, or team functions, using separate pipelines can help you stay organized and improve efficiency.

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🔧 Setting Up Multiple Pipelines

Step 1: Access Your Pipelines

1. Log into your Pipedrive account.
2. From the main navigation bar, click on “Deals.”
3. In the upper left corner of the Deals view, click the pipeline name dropdown.

Step 2: Create a New Pipeline

1. Click “+ Add new pipeline.”
2. Give your pipeline a name (e.g., “Enterprise Sales,” “Onboarding,” “Renewals”).
3. Click “Add pipeline.”
4. Customize your stages:
   • Click the gear icon ⚙️ next to your pipeline name.
   • Select “Edit pipeline stages.”
   • Add, remove, or rename stages to match your workflow.

💡 Tip: Keep your stage names action-oriented (e.g., “Initial Contact,” “Proposal Sent,” “Negotiation”).

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🔁 Switching Between Pipelines

• Navigate to Deals, then use the pipeline dropdown to switch between your pipelines.
• Each pipeline retains its own deals, filters, and progress, giving you a clear picture of each workflow.

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✏️ Editing or Deleting a Pipeline

To Edit:

1. Click the gear icon next to the pipeline name.
2. Choose “Edit pipeline stages.”

To Delete:

1. Go to the gear icon.
2. Click “Delete pipeline.”
3. Confirm the action. (Note: Deals in the deleted pipeline must be moved or deleted before proceeding.)

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📊 Reporting on Multiple Pipelines

• Use the Insights feature to create reports filtered by pipeline.
• Go to Insights > Create report > Deals performance.
• Apply filters to include specific pipelines.

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👥 Assigning Users to Pipelines

• While you can’t restrict access per pipeline by default, you can manage visibility using visibility groups in User & Visibility Settings.
• Combine with filters and permissions to improve user-specific pipeline workflows.

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Common Use Cases

Pipeline Name	Purpose
Sales Pipeline	Track standard B2B/B2C sales cycles
Customer Onboarding	Manage new client setup tasks
Renewals & Upsells	Monitor subscription renewals
Support Escalations	Handle internal ticket workflows

🧠 Best Practices

• Keep pipelines simple and focused.
• Review and optimize stages regularly.
• Use automations to reduce manual work per pipeline.
• Separate pipelines by distinct workflows, not just teams.