Create as many pipelines as you need: New Business, Expansion, Partnerships, Customer Success renewals. Each opportunity lives in exactly one pipeline at a time, but can be cloned across.Documentation Index
Fetch the complete documentation index at: https://docs.octolane.com/docs/llms.txt
Use this file to discover all available pages before exploring further.
Pipelines and deals
Multiple pipelines
Run sales, CS, and partnerships in separate pipelines.