Multiple Sales Pipelines, originally released in beta, is now a fully available feature letting you set unique stages for each distinct sales process your business runs, rather than forcing everything through one shared pipeline.

Pipelines versus layouts

A layout is the form used to capture a record's details, and a module can have several layouts for different kinds of record. A pipeline is the sequence of stages a Deal moves through, and each pipeline can be tied to a specific layout, so a different sales process automatically gets its own stages depending on which layout a Deal uses.

Setting up a new pipeline

1. Go to Setup, then Customization, then Pipelines, and click New Pipeline.
2. Choose which layout the pipeline applies to.
3. Define its stages under Modules and Fields, Deals, Stage Probability Mapping.

Choosing a pipeline on a Deal

Selecting a value in a Deal's Pipeline field determines which set of stages appears for that Deal, both on desktop and mobile.