How do I use multiple pipelines side by side?

In CRM → Settings you create multiple pipelines, one per service or client segment. For example:

  • "SM Management leads" — intro → quote → contract
  • "Coaching" — discovery → strategy call → start
  • "Web design" — briefing → mockup → approval → live

At the top of the Pipeline tab you pick via a dropdown which pipeline you are viewing. Each lead belongs to exactly one pipeline — you can move a lead manually between pipelines via its detail panel.

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