Help Center

Sales Pipeline vs. Additional Pipelines

LeadCenter includes a default Sales Pipeline for tracking leads and contacts. Additional Pipelines let you create extra pipelines to track deals (not contacts) for other workflows — like projects, renewals, onboarding, or product-specific opportunities.

Additional Pipelines do not change how contacts move through your Sales Pipeline — they simply give you more ways to track work after (or alongside) lead progression.

Sales Pipeline vs. Additional Pipelines

• Sales Pipeline tracks leads and contacts through your main sales stages.
• Additional Pipelines track deals through custom stages you create per pipeline.

Key difference: In Additional Pipelines, you move deals through stages — your contact stays in the Sales Pipeline.

Common Use Cases

• Implementation or onboarding projects
• Renewals and post-sale follow-ups
• Upsells and cross-sells
• Different pipelines for different teams or products
• Tracking opportunities after a lead is qualified

Where to Find Additional Pipelines

1. Go to Pipelines.
2. Open Additional Pipelines.

Create an Additional Pipeline

You can create a pipeline from a template (Sales or Project) or start from scratch.

1. Go to Pipelines → Additional Pipelines.
2. Click Create Pipeline (or choose a template).
3. Select a template:
   • Sales (pre-built sales-style stages)
   • Project (pre-built project stages)
   • Custom (start with blank stages)
4. Enter a Pipeline Name (example: “Renewals”, “Onboarding Projects”).
5. Review and edit the stages for this pipeline.
6. Click Save.

Add a Deal to an Additional Pipeline

Deals represent opportunities or work items you want to track through that pipeline.

1. Open the Additional Pipeline you want to use.
2. Click Add Deal.
3. Enter the deal details (deal name, stage, value, etc.).
4. (Optional) Link the deal to:
   • One or more contacts
   • A company (if B2B Mode is enabled)
5. Click Save.

Tip: A deal can include multiple contacts (useful when more than one person is involved in the opportunity).

Move Deals Through Stages

Each Additional Pipeline supports both views:

• Kanban view: Drag and drop deals between stages.
• Table view: Manage deals in a list format.

Edit Pipeline Settings, Stages, and Custom Fields

Each Additional Pipeline has its own configuration.

1. Go to Pipelines → Additional Pipelines.
2. Find the pipeline you want to change.
3. Click Edit.
4. Update any of the following:
   • Description
   • Stages (rename, reorder, add, or remove stages)
   • Custom fields (pipeline-specific fields used on deals)
5. Click Save.

How Additional Pipelines Work with the Sales Pipeline

1. New leads and contacts continue to flow through your Sales Pipeline.
2. When an opportunity becomes a deal or project, you create a deal in an Additional Pipeline.
3. The deal moves through its own stages, while the contact remains in the Sales Pipeline.

Best Practices

• Name pipelines clearly so your team knows what they are for (e.g., “Client Onboarding”, “Renewals”).
• Keep stages simple and aligned to the real workflow.
• Use deals for trackable work (projects, renewals, opportunities) while keeping the Sales Pipeline focused on lead progression.
• Link contacts (and companies) so all related tasks and appointments stay connected to the work.

Need Help?

If you have questions or want help setting up your pipelines, email support@leadcenter.ai.