ability to hide stages of pipeline from view
my company has to rearrange data often as we are a growing industry, and it would be great if when in a pipeline you could hide certain categories that you don't need to be viewing at any given time. we don't want to delete them- but it can get very overwhelming trying to look through things and it would be nice to eliminate the items that i am not working with from view.
Comments
-
Hi Jayna, would like to understand your use case a bit better. How many stages do you have in your Pipeline. If you don't need a stage, isn't it better to redistribute amongst other stages.
It's definitely not recommended to have too many Pipelines and stages. It's always better to minimise things and use custom fields and filtering as options to filter out the data you're looking at.
Note: This action is only available to Admin Users.
Pipedrive comes with a minimalistic approach to CRM. While this is enough for many Pipedrive customers, some customers may still need some field...0 -
Hi, my client has a very long and sofisticated selling cycle, so it would be a big advantage to be able to hide or fold specific pipeline stages for specific users. For example: first 3 stages in pipeline are used by salesmen, 4-7 by estimators, 8-12 only by salesman again. So estimators are not interested in 1-3 and 8-12. There is just not enough space for all these stages.
0 -
You CAN NOT SEE ANYTHING if there are too many stages you need to hide them.
0
