Pipelines¶
As of v10.0.0.
The Pipelines feature allows you to configure multiple pipelines for the same entity type. While the status field can serve as a pipeline stage by default, with the Pipelines feature enabled, each record is assigned to a specific pipeline. The assigned pipeline determines the stages available for the record.
The Pipelines feature can be enabled for:
- Leads
- Opportunities
- Custom entity types of Base, Base Plus, Company, and Person types
To enable Pipelines for a custom entity type, the entity type must have a Status field specified. The status field is selected from the available Enum fields. The status field can be specified under Administration > Entity Manager > {Entity Type} > Edit.
After enabling Pipelines for an entity type, pipelines can be created under Administration > Pipelines. Each pipeline has its unique stages. Each stage is mapped to the Status field value. Each stage is stored as an entity.
A pipeline can be set as available for all users or only for specific teams.
After enabling pipelines, the following Link fields are automatically created:
- Pipeline
- Pipeline Stage
The Status field becomes read-only. It can be changed only by changing the pipeline stage.
Each record is assigned to a specific pipeline (the Pipeline field is required). The assigned pipeline defines the list of stages available for the record. A record can change its pipeline.
The Kanban view displays one pipeline. The pipeline can be switched with a dropdown. Columns of the Kanban correspond to the stages of the selected pipeline.
A Lead Capture can be configured to assign newly created leads to a specific pipeline.
To be able to update pipeline stages with Mass Update, you need to add both Pipeline and Pipeline Stage fields to the Mass Update layout.