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Using Multiple Pipelines

Multiple pipelines let you manage distinct workflows separately. Instead of cramming emergency service calls and month-long installation projects into the same pipeline, each gets its own stages, its own metrics, and its own view.

Multiple pipelines are available on the Growth tier (up to 5) and Scale tier (unlimited).

When to Use Multiple Pipelines​

Use separate pipelines when:

  • The stages are fundamentally different (a 3-stage repair process vs. an 8-stage installation process)
  • The timelines are different (same-day dispatch vs. multi-week project)
  • Different team members own different workflows
  • You need separate conversion metrics per workflow

Common setups by trade:

TradePipeline 1Pipeline 2
HVACEmergency RepairsNew Installations
RoofingInsurance ClaimsDirect / Cash Jobs
PlumbingService CallsRemodel Projects
ElectricalResidential ServiceCommercial Projects
General ContractingSmall Jobs (<$5K)Large Projects (>$5K)
CleaningOne-Time CleansRecurring Contracts

Creating a New Pipeline​

  1. Go to Settings, then Pipeline
  2. Click + New Pipeline
  3. Enter a name (e.g., "New Installations")
  4. Add stages specific to this workflow
  5. Click Save

The new pipeline appears as a separate tab in your pipeline view.

Moving Deals Between Pipelines​

If a deal starts in one pipeline but belongs in another (e.g., a service call turns into an installation project):

  1. Open the deal in detail view
  2. Click the pipeline name at the top
  3. Select the destination pipeline
  4. The deal moves to the first stage of the new pipeline
  5. All history, notes, and conversation data are preserved

Pipeline-Specific Metrics​

Each pipeline has its own metrics in the dashboard:

  • Total active deals and pipeline value
  • Conversion rate (deals won vs. total deals)
  • Average days to close
  • Revenue by source

This lets you compare performance across workflows. You might discover your emergency repair pipeline converts at 60% while your installation pipeline converts at 25% -- both healthy for their respective workflows, but very different.

FAQ​

Can I have different custom fields per pipeline? Custom fields are currently account-wide. All fields appear on all deals regardless of pipeline. Pipeline-specific fields are on our roadmap.

Is there a limit to how many pipelines I can create? Growth tier: up to 5 pipelines. Scale tier: unlimited. Starter tier: 1 pipeline.

Can I delete a pipeline? Yes. Go to Settings, then Pipeline, select the pipeline, and click Delete. You'll be asked what to do with existing deals (move to another pipeline or archive).

Need help? Email [email protected] or ask in r/CustomerFlows.