Pipeline Tips and Tricks
Things to consider and do when managing your Pipeline(s).
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User Guide
Things to consider and do when managing your Pipeline(s).
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We recommend creating a single Pipeline for your account, unless you have one of the following scenarios:
Entirely separate teams working on specific types of pursuits who don't want to be notified of what other teams are doing
Multiple processes/ tracking practices your pursuits. In other words, if you have separate processes that would result in different stages/ steps, then you should create a separate pipeline to manage the separate workflow.
You can create your own which will result in a simple "Stage 1, 2, 3, etc." that you can edit to represent your teams unique processes, or you can select from one of our Predefined Templates. You can still edit the templates as you see fit as well. It really just depends on what your teams preferences.
