Different types of opportunities?

Is there a way to create different pipelines for different types of opportunities? I run a law firm, and we have one different opportunity types based on whether we are talking to a referral source or a potential new client. The stages and follow-up tasks/communications are completely different.


Hi, @James_Hart. You can add the new stages and build reports on your dashboard that just track those stages. For example, I set up 3 new stages to track the sale of a Tesla and built a dashboard pipeline report to track leads in those stages.



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