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Description
Summary
Support multiple sales pipelines for different products, teams, or sales processes.
Description
Multiple pipelines that:
- Create separate pipelines (e.g., New Business, Renewals, Upsells)
- Different stages per pipeline
- Assign deals to specific pipelines
- Pipeline-specific reporting
- Move deals between pipelines
Acceptance Criteria
- Create/edit/delete pipelines
- Custom stages per pipeline
- Default pipeline setting
- Assign deals to pipeline on creation
- Filter deals by pipeline
- Pipeline-specific dashboard/view
- Move deal to different pipeline
- Pipeline-specific win rates
- Permissions per pipeline
- Pipeline templates
Technical Notes
- Pipeline as separate model
- Stages linked to pipeline
- Update existing Opportunities to support pipeline FK
- Consider pipeline-specific custom fields
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