You asked, we heard.
We’re excited to introduce Multiple Pipelines in Numerik - giving you more flexibility and control over how you manage your sales processes.
What’s New?
You can now create and manage multiple opportunity pipelines tailored to different:
Different workflows
Project Types
Promos/Campaigns
New Business Customers
No more forcing everything into a single pipeline - structure your sales process the way it actually works for your business.
Why It Matters
Different teams and opportunities often require different approaches. With multiple pipelines, you can:
Segment your sales workflows for better clarity
Track performance independently across pipelines
Customize stages and probabilities based on use cases
Improve forecasting accuracy
Easy Setup via Popup
Creating a new pipeline is simple and intuitive through a popup interface:
Enter a Pipeline name
Add an External ID (for API integrations)
Choose to clone from an existing pipeline or start fresh
From there, you can fully configure it to suit your needs.
Choose which Pipeline to add the new Opportunity
Choosing is pretty simple; you can do it while creating a new Opportunity
Want to Get Started?
To enable or learn more about Multiple Pipelines:
👉 Contact our support team
Request a demo
Get help with setup and configuration
Understand best practices for your use case
Admins can take help of this article to set-up the new pipeline (you need help of our team to get it turned on first!).
https://help.numerik.ly/en/articles/14427113-admin-guide-setting-up-multiple-pipelines-in-numerik
Built for Flexibility
This feature is another step toward making Numerik more adaptable, powerful, and aligned with how modern sales teams operate.