Running a small business often means juggling different products, services, or sales stages all at once. Managing these workflows effectively can make a huge difference in keeping your business organized and closing more deals. One way to handle this is by using multiple pipelines within your CRM, tailored to different areas of your business.

📌 Why This Matters

Having multiple sales pipelines in your CRM helps you keep track of different customer journeys or product lines separately. Instead of mixing everything into one flow, you get a clearer view of where prospects stand, what needs attention, and how your business is performing across distinct areas. This clarity helps reduce missed opportunities and improves overall sales management.

✨ What’s New

• Multiple Pipelines: Create and manage separate pipelines to track different products, services, or sales processes tailored to your business needs.
• Customizable Stages: Customize the stages in each pipeline, so they reflect the unique steps your leads go through in each sales scenario.

🛠️ How to Use It

1. Step 1: Identify different sales processes in your business, such as product sales, service inquiries, or follow-ups.
2. Step 2: Set up a separate pipeline in your CRM for each process and customize the stages based on how prospects move from lead to customer.
3. Step 3: Add your contacts or leads to the appropriate pipeline, and track their progress through each stage.
4. Step 4: Regularly review each pipeline to spot any bottlenecks or opportunities for improvement.

💡 Pro Tip

Organizing your sales efforts into separate pipelines allows you to focus your time and resources where they’re needed most, helping you close deals faster and grow your revenue.