Pipelines can be used to manage other workflows of your company such as projects, order fulfillment, or the status of documents such as invoices. Also, you can use multiple pipelines to manage complex sales processes.
For example if you want to create a Pipeline to track invoices (or other docs) and keep it separated from the Sales Pipeline, you will create a Pipeline with a name like “Invoicing” and these stages:
- Waiting for documents
- Invoice Sent
- Late Payment
- Invoice paid
The same logic can be applied to any internal project, before or after the closing of the order.
Onpipeline allows you to create unlimited Pipelines and assign them, if necessary, to a specific Team. What you have to do is simply move the Deal from one Pipeline to another: click the “duplicate” function and move it to the Pipeline dedicated to the new workflow, or simply move the same deal.