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