New workflow or new DocType?

ERPNext
1

Hello,

I have 3-4 different types of sales pipelines and each of them has different stages in the pipeline. I gather that this can be implemented as a custom Workflow or a DocType, which do I choose? If workflow, should I make the multiple workflows or the same workflow with different states for each?

Some examples of pipelines:

  • influencer pipeline has stages like lead, contacted, contract signed, device sent, reviews made, email sent.
  • referral pipeline has stages like lead, contacted, meeting set, device tried, intro made
  • researcher pipeline has stages like lead, contacted, meeting set, study planned, grant found, grant applied to
  • job candidate pipeline has stages like lead, phone screen, interviewed, offer made
  • grant pipeline has stages like lead, partner found, proposal submitted, plan made, budget set, grant submitted

Thanks,
Naman

2

This may help discern the case for either one Using document status instead of Workflow State