{"id":5691,"date":"2026-06-16T05:20:48","date_gmt":"2026-06-16T05:20:48","guid":{"rendered":"https:\/\/aaxonix.com\/resources\/?post_type=glossary&#038;p=5691"},"modified":"2026-06-16T05:20:48","modified_gmt":"2026-06-16T05:20:48","slug":"sub-pipeline-zoho-bigin","status":"publish","type":"glossary","link":"https:\/\/aaxonix.com\/resources\/glossary\/sub-pipeline-zoho-bigin\/","title":{"rendered":"Sub-Pipeline"},"content":{"rendered":"<style>\n.gt-body{font-family:'Poppins',sans-serif;color:#111;line-height:1.75}\n.gt-def{border-left:4px solid #E8650A;padding:16px 20px;background:#fff8f4;border-radius:0 8px 8px 0;margin:0 0 32px;font-size:1.05rem}\n.gt-section{margin:0 0 36px}.gt-section h2{font-family:'Fraunces',serif;color:#0A1628;font-size:1.5rem;margin:0 0 12px}\n.gt-example-box{background:#f0f4ff;border-radius:10px;padding:20px 24px;margin:0 0 32px}.gt-example-box strong{color:#2563EB}\n.gt-related-pills{display:flex;flex-wrap:wrap;gap:10px;margin:0 0 32px}\n.gt-related-pill{background:#f7f4ef;border:1px solid #ddd8cf;border-radius:20px;padding:6px 16px;font-size:.875rem;color:#0A1628;text-decoration:none}\n.gt-faq-item{border:1px solid #ddd8cf;border-radius:10px;padding:16px 20px;margin:0 0 12px}\n.gt-type-badge{display:inline-block;background:#0A1628;color:#fff;font-size:.75rem;padding:3px 10px;border-radius:20px;margin:0 0 24px;font-family:'DM Mono',monospace}\n<\/style>\n<div class=\"gt-body\">\n<span class=\"gt-type-badge\">Business Term<\/span><\/p>\n<div class=\"gt-def\">A Sub-Pipeline is not an independent pipeline but a structured checklist or mini-workflow attached to a stage within a parent Team Pipeline. It lets different team members or departments track their portion of a deal without creating a separate top-level pipeline for every micro-process involved.<\/div>\n<div class=\"gt-section\">\n<h2>How Sub-Pipeline Works in Zoho Bigin<\/h2>\n<p>Within a Team Pipeline, each stage can have a Sub-Pipeline: a set of ordered steps that must be completed before the deal advances to the next stage. Sub-Pipelines are visible on the record detail view and can be assigned to different users. They act as a structured checklist with their own mini-stages, giving managers visibility into exactly which sub-steps are pending and who is responsible for each one, all without leaving the main deal record.<\/p>\n<\/div>\n<div class=\"gt-section\">\n<h2>When to Use Sub-Pipeline<\/h2>\n<p>Use Sub-Pipelines when a single stage in your process involves multiple sequential actions performed by different people, such as a legal review, a finance approval, and a technical assessment all happening before a deal closes. Avoid Sub-Pipelines for purely individual tasks that a single person completes: a simple activity or note is sufficient in those cases and keeps the interface lighter.<\/p>\n<\/div>\n<div class=\"gt-section\">\n<h2>Key Considerations for Sub-Pipeline<\/h2>\n<p>Sub-Pipelines are part of the Team Pipelines feature set, so they require a Bigin plan that includes Team Pipelines. The parent stage will not auto-advance to the next stage just because all Sub-Pipeline steps are done: that movement still requires a deliberate drag or stage update by the user. Sub-Pipeline steps should be kept concise, typically three to six steps, to avoid confusion with the top-level pipeline stages.<\/p>\n<\/div>\n<div class=\"gt-example-box\"><strong>India Example:<\/strong> A Chennai-based staffing agency uses a Sub-Pipeline at the &#8220;Candidate Screening&#8221; stage to track three steps: resume review by the recruiter, technical interview by the client, and background check by HR. Each step is assigned to the right person and completed independently before the candidate moves to the offer stage.<\/div>\n<div class=\"gt-related-pills\">\n<a href=\"https:\/\/aaxonix.com\/resources\/glossary\/team-pipelines-zoho-bigin\/\" class=\"gt-related-pill sp-content-link\">Team Pipelines<\/a><br \/>\n<a href=\"https:\/\/aaxonix.com\/resources\/glossary\/connected-pipelines-zoho-bigin\/\" class=\"gt-related-pill sp-content-link\">Connected Pipelines<\/a><br \/>\n<a href=\"https:\/\/aaxonix.com\/resources\/glossary\/activities-zoho-bigin\/\" class=\"gt-related-pill sp-content-link\">Activities (Bigin)<\/a>\n<\/div>\n<div class=\"gt-faq-item\"><strong>Is a Sub-Pipeline the same as a checklist in Bigin?<\/strong><\/p>\n<p>A Sub-Pipeline is similar to a checklist but more structured. Each Sub-Pipeline step can be assigned to a specific user and has its own status, making it closer to a mini-pipeline with ownership than a simple tick-box list. This distinction is important when multiple team members are responsible for different steps.<\/p>\n<\/div>\n<div class=\"gt-faq-item\"><strong>Can a Sub-Pipeline block a deal from moving to the next stage?<\/strong><\/p>\n<p>Bigin does not automatically prevent stage advancement when Sub-Pipeline steps are incomplete. The restriction is informational and depends on your team&#8217;s discipline. If you need hard enforcement, combine Sub-Pipelines with a Workflow that checks completion status before allowing the stage change, though this requires careful configuration.<\/p>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>A Sub-Pipeline in Zoho Bigin is a secondary pipeline nested within a Team Pipeline, used to track a parallel or supporting process for the same record.<\/p>\n","protected":false},"template":"","meta":{"seo_title":"Sub-Pipeline | Zoho Bigin Glossary","seo_description":"A Sub-Pipeline in Zoho Bigin is a secondary pipeline nested within a Team Pipeline, used to track a parallel or supporting process for the same record.","seo_keyword":"sub-pipeline zoho bigin","seo_faqs":"[{\"q\": \"Is a Sub-Pipeline the same as a checklist in Bigin?\", \"a\": \"A Sub-Pipeline is similar to a checklist but more structured. 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If you need hard enforcement, combine Sub-Pipelines with a Workflow that checks completion status before allowing the stage change, though this requires careful configuration.\"}]","term_type":"Business","glossary_related":"","glossary_links":""},"glossary_category":[1280],"class_list":["post-5691","glossary","type-glossary","status-publish","hentry","glossary_category-zoho-bigin"],"_links":{"self":[{"href":"https:\/\/aaxonix.com\/resources\/wp-json\/wp\/v2\/glossary\/5691","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/aaxonix.com\/resources\/wp-json\/wp\/v2\/glossary"}],"about":[{"href":"https:\/\/aaxonix.com\/resources\/wp-json\/wp\/v2\/types\/glossary"}],"wp:attachment":[{"href":"https:\/\/aaxonix.com\/resources\/wp-json\/wp\/v2\/media?parent=5691"}],"wp:term":[{"taxonomy":"glossary_category","embeddable":true,"href":"https:\/\/aaxonix.com\/resources\/wp-json\/wp\/v2\/glossary_category?post=5691"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}