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 - Pipedrive Consultant - 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 - Pipedrive Consultant - 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