Too Many Stages!

Daniel Berry
Daniel Berry Posts: 2
edited July 24 in Sales CRM #1

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

  • Boris Tsibelman
    Boris Tsibelman Community Driver Posts: 1,037
    1000 Comments Second Anniversary Combo Breaker Photogenic
    edited February 24 #2

    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] 

     

  • Daniel Berry
    Daniel Berry Posts: 2
    edited June 2020 #3

    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.

  • Boris Tsibelman
    Boris Tsibelman Community Driver Posts: 1,037
    1000 Comments Second Anniversary Combo Breaker Photogenic
    edited June 2020 #4

    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 

  • Alex Panagis
    Alex Panagis Posts: 4
    edited June 2020 #5

    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? 😉