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When sorted by task, Cards will order Stage Rot > Overdue > Due Today > Future Due Date > No Task.

Consolidated Pipelines

Consolidated Pipelines combine multiple Pipelines into a single Pipeline.  As long as the stages of each individual Pipeline are the same, the Pipelines can be combined. 

Creating a Consolidated Pipeline

  • Navigate to Setup > App Setup > CRM > Pipelines
  • Click the down arrow to the right of the New button and choose Consolidated

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Analyzing a Consolidated Pipeline

Managing Deals

Just like Prospects and Organizations, each Deal gets its own profile. To reach the Deal Profile, either click on the Deal from the Pipeline, or click on the Deals Info Card in the other profile views.

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