Understanding Pipeline Flows

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Organizing your pipeline to match your workflow.

Customize your pipeline to align with your company's workflow by creating stages that reflect your processes.

Design pipelines to facilitate repetitive processes for similar pursuits.

NOTICE Stages represent the proposed steps within a pipeline.

Customizing Pipelines

Name your pipeline appropriately to indicate its contents and purpose.

Ensure each stage is named to reflect the corresponding process, aiding in tracking pursuit progress and visualizing workflow transitions.

When to create another pipeline?

At least one pipeline should be created per organization to manage internal workflows effectively.

Consider creating multiple pipelines based on:

• Different types of opportunities (e.g., grants vs. contracts).
• Varied processes for different industries or items.
• Separate teams with distinct internal workflows to track.