Advanced: Multi-Pipeline Management — Running Multiple Deal Types
Manage different deal types (new clients, renewals, partnerships) in separate pipelines with different stages and metrics.
Multi-Pipeline Management.
Why One Pipeline Is Not Enough.
A new client deal follows different stages than a renewal or a partnership. Forcing them into the same pipeline creates confusion and inaccurate forecasting.
Recommended Pipelines.
- New Business Pipeline: Lead → Qualified → Discovery → Demo → Proposal → Negotiation → Won/Lost.
- Renewal Pipeline: Upcoming Renewal → Contacted → Confirmed → Processed → Complete.
- Partnership Pipeline: Identified → Introductions → Terms Discussion → Agreement → Active Partner.
- Upsell Pipeline: Opportunity Identified → Pitched → Evaluating → Won.
Setting Up in Crezva.
- Go to Settings → Pipelines.
- Create a new pipeline with custom stages.
- When creating a deal, select which pipeline it belongs to.
- Each pipeline has its own board view with drag-and-drop stages.
Metrics Per Pipeline.
Track separately per pipeline:
- Conversion rate (varies hugely: new biz 20-30%, renewals 80-90%, partnerships 10-15%).
- Average deal value.
- Average cycle time (days from first stage to close).
- Total pipeline value (your revenue forecast).
Maintenance.
Monthly: archive all Closed Won/Lost deals older than 90 days. Keeps your active view clean and current. Archived deals stay searchable but do not clutter the board.