Feature request - skip a stage

Kajto
Kajto Member Posts: 2 VERIFIED MEMBER
edited August 2024 in Sales CRM #1

Hey there, so I think that's something that Hubspot has that I feel is missing in Pipedrive.

Essentially, I have a stage for a "pilot" and some customers go through it (they need a trial before fully signing on) and some skip it and go straight to my last stage "Paying Customer". However, Pipedrive in Insights cannot decern between a deal that has skipped this stage and a deal that has legitimetly been on a pilot. I'd love there to be a way I could just skip a stage and have it not show up in Insights.

Thanks!

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Answers

  • Tony Xavier
    Tony Xavier Pipedrive Team Posts: 193 PIPEDRIVE TEAM
    100 Comments 25 Likes 5 Answers Second Anniversary
    #2

    Hello @Kajto,

    From my understanding of your situation, I could recommend the Deal Progress report, where you have the option to leave out certain stages, which can be adjusted in the filter section. If you need a more personalised solution that will match your workflow, please feel free to contact our support team, and we will be more than happy to assist you.

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