Automation Moves Deal to New Pipeline and Stage - Not Visible on Pipeline View
Hi,
I need some help. Please see the video. I'm the account owner and I'm the only user.
Answers
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Hi Jordan,
The pipeline view in Pipedrive is supposed to show only open deals.
For your second pipeline, create a filter to show all deals and use that filter.
If you have any other questions or need further help, please don't hesitate to reach out.
Best,
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I echo what @Amit Sarda - Pipedrive Consultant - AmitSarda.xyz said. This has happened to me a few times where even though I have created a filter that shows 'all' deals (even lost/won deals) sometimes my default filter changes back to just open deals and I have a moment where I think I have to re-enter everything. Then I realize that I just need to reapply my filter.
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