Conversion rate of pipelines

Highlighted
Occasional Contributor

Hi!

 

I use 3 different pipelines to organize SDR, Sales and CS activities and I would like to connect them in the funnel to analysis the conversion rate of one to another.

 

Also, when I pass the deal to another pipeline I lost information in the funnel of the first pipeline.

 

Have any way to solve this? Maybe with a Funnel with two or more pipelines OR the possibility to duplicate a deal to have one deal in the SDR pipeline and another in Sales pipeline.

 

I thought in duplicate the Deal because is very important to me the note body associated in those Deals. I couldn't find a way to create a new Deal with the same properties and same note body associated.

 

Can someone help me, please?

 

Best Regards,

Reply
0 Upvotes
1 Reply 1
Highlighted
Community Manager

Hi @DaviCamas,

 

If the information of passing the deal from stage to stage is a top priority, I would recommend creating one pipeline. 

 

If you can create custom properties that would be able to hold this information, that could be another option. 

 

Thank you,

Jenny


Did my post help answer your query? Help the Community by marking it as a solution
Reply
0 Upvotes