Can we keep a Won Deal in new pipeline?
Hello. I am wondering if there is any update to this yet as I’ve seen past posts. Once we win a deal, we want to keep it in a pipeline so we can see all the tasks that need to be completed in one place. It feels like Pipedrive is simply a sales tool and not great for after the sale is made.
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Answers
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Isn't there an option in automation? If the deal change status from open to won then move to other Pipeline.
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Just create a separate filter that includes Won or Open deals to use in the Pipeline view.
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