How do I assign a default pipeline?

Chris_30924
Chris_30924 Member Posts: 2
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I have 4-5 active pipelines for different purposes. How do I designate one of them as my default pipeline, so that 'deals' always opens in this pipeline?

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Answers

  • ddutra
    ddutra Member Posts: 22
    5 Likes First Comment First Answer Name Dropper

    Hey @Chris_30924

    There might be a setting for this. I am not sure at this time as all my deals are created by APIs.

    For me the deal is always created on the pipeline that is currently active on the user browsing.

    If you want to enforce new deals to be created on an specific Pipeline you can always create an automation with trigger being created deal and action being change stage to the stage you want. That will enforce your default.

    Hope it helps and as always I am available for hire for all things Pipedrive.