Why do we need them?
Every company has a sales process that is unique to itself and has its own set of stages based on the products they offer and the markets they cater to.
For example, the sales journey of a B2B company differs from that of a B2C company.
So, with multiple pipelines, you can organize and process their activities with better clarity.
Based on different sales processes, a separate pipeline can be created. This allows sales reps to work with a set of stages that’s most relevant to them. To create one there are a set of steps that need to be followed.
From the multiple pipelines present in your account, you can choose one of them to be the default pipeline. For all admin related activities, this pipeline will be considered as the default.
Despite an admin choosing a pipeline as default, as a sales rep, your most commonly used pipeline might differ. Hence Freshworks CRM provides you with the option of choosing a pipeline that’s most relevant to your sales cycle despite it being different from the Admin default.
Deleting a pipeline - Is there a backup?
There is no backup for your pipeline as such. But, all deals of the deleted pipeline are moved to the first stage of your default pipeline.
What happens on a downgrade?
If you downgrade, only the default pipeline remains and the rest of the pipelines are removed. The deals of the other pipelines are moved to the first stage of the default pipeline that’s retained after the downgrade.