Ability to add additional pipelines
planned
A
Amy Dudbridge
My VA does lead generation activities for me. I only put the ones that reach proposal stage into sales pipeline so that it doesn't get too overcrowded. It would be great if I could set up additional pipelines that can be used for a different purpose such as this, and then be able to move a prospect from one pipeline to another if it progresses.
Geoff Mina
planned
A
Aika
Geoff Mina yay!
A
Aika
Very important feature! Please make this a priority!
K
KC
I've been thinking on this and maybe one option to implement this would be to allow grouping or folders of Pipeline Stages - along with the ability to filter by those groups/folders, so we can narrow down what we are looking at while working?
A
Angela Hardison
Yes please put this into effect! I have a few different services that have a different workflow.
A
Ashley
This would be huge! Even within the same niche, different services often require slightly different pipelines.
G
Geoff Brandt
I have a need for this too. I have two client types (since moxie only allows for one client type i use custom fields to differentiate). Each client type needs its own pipeline. Consequently I also use a custom field in Opportunity to differentiate. But still need to be able to sort opportiites by custom field (which would be a great workaround)
C
César Boost
This is essential, but I think it would not be necessary to create new pipes, but rather the option of assigning the LEDs to my embos. That is, the leads belong to one member or another. I think it's more of an allocation problem.
L
Lee Busch
And... If we could map different client types to different pipelines. So a custom field in Client (perhaps inherited from form) connects that client to the correct Pipeline.
L
Lee Busch
Yes! Each thing I do needs a very different pipeline. I can't just drop people into different stages of the same pipeline. We would benefit from separate and distinct pipelines, so the follow-ups and process can be quite different on each.
Jo
Yes please! Different type of services require different pipelines, that will be a game-changer!
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