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Multiple pipelines

Check if this tool is available on your plan. You can find all the information about Bitrix24 plans on the pricing page.

Why do you need multiple pipelines

Suppose you run a car dealership. You sell cars, parts, insurance, accept trade-ins, do repairs, etc.

The problem is that the sales process for new or used cars is totally different from selling parts or insurance. Setting up a test drive is an important stage for selling or leasing a car, but it's simply not applicable to insurance sales, which doesn't involve multiple sales stages. Even when you sell a single product, upselling and renewals are usually treated as different pipelines. 

That's why having multiple pipelines is so handy.


Add a new pipeline

To add a new pipeline, go to CRM and select Sales pipelines and tunnels in the menu.

Read more information in the article: Sales tunnels.

The first deal pipeline is available by default: General. You cannot delete it, but you can change its sorting. Drag and drop it manually in the list.

Click the Add pipeline button.

Click on the pencil icon and specify the sales pipeline name.

You can switch between deal pipelines.


Configure a deal pipeline

You can configure the deal stages for each pipeline. Hover over the deal stage and click the pencil button.

Here you can edit the stage name, color, or delete it.

You can view how the sales pipeline looks like. Go to the CRM section - Settings - Statuses and dropdowns.

Select the Pipeline deal stages tab.

Also, you can edit the deal stage, delete it, or move it.

Read also how to delete deal piplines.
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