Can we keep a Won Deal in new pipeline?

KPI
KPI Member Posts: 2
First Comment

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.

Answers

  • FH Solutions
    FH Solutions Member Posts: 6
    First Comment Photogenic

    Isn't there an option in automation? If the deal change status from open to won then move to other Pipeline.

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,489
    First Answer 5 Insightfuls 5 Up Votes First Anniversary
    CONSULTANT

    Just create a separate filter that includes Won or Open deals to use in the Pipeline view.