Too Many Stages!
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...
Comments
-
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]
0 -
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.
0 -
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
0 -
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? 😉
0
