Is it possible to keep people in a pipeline if the deal is won?
Comments
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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.
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David Lorbiecke said:
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.
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'.
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David Lorbiecke said:
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.
If you create a filter with these conditions, the Deal would still show even after Won. (as well as your open deals)
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