Note: This is a module for Perfex CRM. Not a standalone script.
The module Multi Pipeline is a powerful extension to Perfex CRM designed to improve
efficiency in managing multiple sales pipelines. It offers flexibility to adapt unique workflows
and scalability to manage complex pipelines, making it the ideal choice for companies
looking to optimize their sales processes.
https://e-zap.net/multi-pipeline/
Features
The module Multi Pipeline includes a wide range of features to maximize productivity:
Pipeline Management
● Creating unlimited pipelines: Manage multiple sales pipelines for different
workflows.
● Unlimited Lead Stages: Customize and add stages for each pipeline.
● Drag and drop leads: Move leads between stages and pipelines with ease using the
Kanban interface.
● Individual search field: Find leads quickly with search built into every pipeline.
● One-click pipeline filtering: Quickly view specific leads across different pipelines.
Attribution and Control
● Assign pipelines to specific roles: Control which roles have access to specific
pipelines.
● Assign pipelines to staff: Designation of specific users for pipelines, ensuring
organization and responsibility.
Lead Management
● Add leads to specific pipelines: Allows you to assign leads directly to the correct
pipeline.
● Migrate leads from Perfex CRM to Multi Pipeline: With just 2 clicks, transition
leads from the standard system to Multi Pipeline.
● Edit and delete leads: Modify and manage leads with ease.
Integration with Forms
● Associate Perfex CRM forms with pipelines: Link lead generation forms directly to
pipelines to automatically capture data.
Visualization and Reports
● Summary of leads by pipeline: View total lead count and value by pipeline and
stage.
● Kanban visualization: Practical visual interface to organize leads efficiently.
Test the Multi Pipeline Module Right Now!
Want to see Multi Pipeline in action? Try all the features directly on our website test
area and discover how it can transform your sales management. Use the credentials
below to access:
● URL: https://perfex.maps-blog.com/admin/
● User: admin@gmail.com
● Password: 123456
Explore the system and see how each Multi Pipeline feature can optimize your sales
process!
Updates in the Latest Version
New Features Added
- Assign pipelines to specific roles: Control access to pipelines based on team
roles.
- Assign pipelines to staff: Manage pipelines by assigning them to specific members.
- Associate Perfex CRM forms with pipelines: Automatically capture leads into the
correct pipelines.
Installation and Configuration
Installation
- Download the module Multi Pipeline.
- In Perfex CRM, log in to the administrative area.
- Access Modules no menu principal.
- Click Upload Module and select the downloaded file.
- Click Install and activate the module.
Settings
- Create custom pipelines and add stages.
- Configure permissions for specific roles and staff.
- Link forms to pipelines for automatic lead capture.
Module Architecture
THE Multi Pipeline is organized into several layers:
