FAQs in this section
How do I create a new pipeline?
Can I delete a pipeline?
What are the limitations of custom stage names?
What are the benefits of having multiple sales pipelines?
Can I delete a sales stage?
Can I have multiple pipelines in Vtiger CRM?
What changes are allowed in the Standard pipeline?
Can I reuse stage names across pipelines?
What is the Standard pipeline?
What is a sales pipeline?
Can I restore a deleted pipeline?
What is the maximum number of pipelines I can set up?
What is the maximum number of sales stages I can have in a pipeline?
Can I get a demo of V8?
What are Playbooks?
Table of Contents
A playbook or a deal journey represents the sequence of sales stages that must be completed to close a deal. Each sales stage consists of a sequence of steps that must be completed to progress to the next stage. Deal journeys are depicted by sales pipelines, which can be tailored to the needs of a company.
For example, sales reps at an audio equipment company may use separate pipelines to sell home theatre systems and loudspeakers.
For example, sales reps at an audio equipment company may use separate pipelines to sell home theatre systems and loudspeakers.
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