Is it possible to keep people in a pipeline if the deal is won?

Rich Tangney
Rich Tangney Posts: 2
edited July 28 in Sales CRM #1
Tagged:

Comments

  • David Lorbiecke_3
    David Lorbiecke_3 Ex-Pipedrivers Posts: 250
    100 Comments Pipedrive Employee
    edited February 24 #2

    Hey @Rich Tangney ,

    Not quite sure what you mean by this? People aren't put in a Pipeline, deals are, but Deals don't leave the Pipeline once they're won, their status just changes. So, it depends on what you're filtering by within the Pipeline.
     

    image
  • Rich Tangney
    Rich Tangney Posts: 2
    edited June 2020 #3

    Hey @Rich Tangney ,

    Not quite sure what you mean by this? People aren't put in a Pipeline, deals are, but Deals don't leave the Pipeline once they're won, their status just changes. So, it depends on what you're filtering by within the Pipeline.
     

    image

    Hi @David 🇺🇸 ,

     

    Appreciate your comment. We use PD a bit differently to most. We use the Pipeline to determine where our clients are at during the sales process AND during their Customer Journey (We are a health care company that have monthly check-ins).

     

    What I was looking to do (if possible) was keep the deal in the pipeline even if marked as 'Won'.

  • David Lorbiecke_3
    David Lorbiecke_3 Ex-Pipedrivers Posts: 250
    100 Comments Pipedrive Employee
    edited May 2020 #4

    Hey @Rich Tangney ,

    Not quite sure what you mean by this? People aren't put in a Pipeline, deals are, but Deals don't leave the Pipeline once they're won, their status just changes. So, it depends on what you're filtering by within the Pipeline.
     

    image

    If you create a filter with these conditions, the Deal would still show even after Won. (as well as your open deals)
     

    image