Too Many Stages!
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Hello, I've built out a good process for construction jobs (remodels, roofing, etc), but there are so many stages that I can't even read what the stages are. There's no way that I can see to zoom in, and I'm not sure what the best way to fix it would be. Should I combine similar stages and just use activities within those stages to keep things moving? Or should I create different pipelines for each area of the process (Sales, Planning, Execution). Any ideas from experienced pipedrivers on the best way to fix this? See the screenshot of my pipeline...
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Comments
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When you can't see the name of the stage, you know you have too many stages
@Daniel Berry try splitting it across multiple pipelines, with less stages in each pipeline.
You can easily move a deal from one pipeline to the next [as it makes sense]
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Boris Tsibelman said:
When you can't see the name of the stage, you know you have too many stages
@Daniel Berry try splitting it across multiple pipelines, with less stages in each pipeline.
You can easily move a deal from one pipeline to the next [as it makes sense]
Thanks @Boris Tsibelman - That's what I was considering doing. Hopefully I can still automate things to move a deal automatically from one pipeline stage to another pipeline stage when it gets to that point? In that case, I think a separate pipeline for Sales, Planning and Execution would work well. I have a project management system for the actual project tracking, but still like to track things administratively from Pipedrive.
Thanks for the feedback, I appreciate the input.
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Boris Tsibelman said:
When you can't see the name of the stage, you know you have too many stages
@Daniel Berry try splitting it across multiple pipelines, with less stages in each pipeline.
You can easily move a deal from one pipeline to the next [as it makes sense]
Yes, you can utilize automation to move the deal from pipeline to pipeline
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Boris Tsibelman said:
When you can't see the name of the stage, you know you have too many stages
@Daniel Berry try splitting it across multiple pipelines, with less stages in each pipeline.
You can easily move a deal from one pipeline to the next [as it makes sense]
Haha I was about to say the same – or maybe it's time for a 45'' monitor? 😉
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