Best practices for deals to come back to

travisp

A lot of the deals I deal with are education based and so seasonal and sometimes there are deals that I want to come back to, but not for 3-6 months (or more). I don't want to mark the deal as lost, because it's not yet lost, and I also want to keep all the deal history, which would seem to rule out converting the deal to a lead. But, I don't want all these deals visible on the main pipeline. Is there any other option or best practice for this?

Amit Sarda (AmitSarda.xyz)

You shouldn't be worried about deals showing up in the deals pipeline. The system is working exactly how it is supposed to.

travisp

Would you hide them with a filter with a far future deadline to remind you to come back to them? It's a bit overwhelming to have so many deals visible in the pipeline for which there are no actions to take for many months.

https://community.pipedrive.com/discussion/comment/35209#Comment_35209

Amit Sarda (AmitSarda.xyz)

You are working out of the wrong place.

Try working from the activities view.

More about this approach here: https://www.amitsarda.xyz/post/pipedrive-activities-setup