Muliple pipelines, different templates

Question from a Desktop Sales Manager user: "I want to use this program with different businesses. I understand I can do this with different "pipelines". Since I often need to go back and forth, can I run multiple sessions in Windows, each with a different pipeline open? Will there be a conflict or something?"

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If you want to use two different templates at the same time - use two Windows sessions - just as you described. In other words, run two copies of Desktop Sales Manager at the same time.

You can have more than one pipeline open within one session, but all the piplines will use the same template....so two sessions is the perfect solution when you want to use two different pipelines.