Question: Can we keep deals in pipeline even when they got marked as 'won'?
Hi, this is an interesting question from my client.
Can we keep deals in pipeline even when they got marked as 'won'?
According to the Help Center article, Pipedrive automatically hides all the deals won or lost.
Any deal that has been marked as Won or Lost is removed from that view, as it no longer requires your continued attention.
But sometimes, these deals need additional attention; for example, my client runs on-site workshops and he has to take care of all the problems that can happen during this events even after the contract is signed. And he'd like to write all these information as 'Note' in the Pipedrive deal pages.
I suggested the client to add more stages in the pipeline; for example, add a new stage after the 'Negotiation' to hold all the deals whose contracts are signed. At the very last step, he can mark a deal as Won after he take care of all these actions in this new stage.
But this suggestion doesn't sound good to him because he cannot forecast revenue with this suggestion. For example, Sales Performance section of the Report is all about Won Deals, as explained in this Help Center article.
Can anyone come up with an idea to satisfy these two conflicting goals?
Answers
-
You can use the filter 'All won deals' in the pipeline view.
Or create a new filter with Deal Status = Open OR Won.
0 -
Thanks, Amit. I just realized the true power of filters thanks to you.
For those who may not be familiar with filters, I made a short video clip about making a filter to show every deals that are either open or won. Although all the captions are in Korean, I believe you can easily see what I'm doing.
https://cdn.hashsn.app/ted/video/pipedrive/pipedrive-filter.mp4
0 -
Ted Youn said:
Thanks, Amit. I just realized the true power of filters thanks to you.
For those who may not be familiar with filters, I made a short video clip about making a filter to show every deals that are either open or won. Although all the captions are in Korean, I believe you can easily see what I'm doing.
https://cdn.hashsn.app/ted/video/pipedrive/pipedrive-filter.mp4You're welcome.
Happy to have been of help!
0 -
Do you have that Video in English ? I have the same scenario
0 -
Chris Reynolds said:
Do you have that Video in English ? I have the same scenario
@Chris Reynolds I'm afraid I only have a Korean version.
0 -
Hi Ted, I am struggling with the same. In my case, I would like to have an intake and an evaluation on the deal won. So 'winning' the deal means the deal must be halfway though the pipeline. Taking your lessons, do you have a suggestion how to work with this need? Thanks!
0 -
Wesley said:
Hi Ted, I am struggling with the same. In my case, I would like to have an intake and an evaluation on the deal won. So 'winning' the deal means the deal must be halfway though the pipeline. Taking your lessons, do you have a suggestion how to work with this need? Thanks!
Hi, @Wesley Thomas,
I advised my client to make a new filter to browse all the deals of interest; for example.- the deals are won or open
- the deals are on a specific pipeline
- the deals contain a specific label or custom fields
It seems that my clients are happy with this suggestion. Hope this helps!
0 -
Wesley said:
Hi Ted, I am struggling with the same. In my case, I would like to have an intake and an evaluation on the deal won. So 'winning' the deal means the deal must be halfway though the pipeline. Taking your lessons, do you have a suggestion how to work with this need? Thanks!
Hi Ted, thanks for replying so fast. I think that's the way to work around, however, it's sad that you can't keep deals in the pipeline after they've won. Will work with this, thanks!
0 -
Wesley said:
Hi Ted, I am struggling with the same. In my case, I would like to have an intake and an evaluation on the deal won. So 'winning' the deal means the deal must be halfway though the pipeline. Taking your lessons, do you have a suggestion how to work with this need? Thanks!
You can. You just have to update the definitions of existing filters, or create new filters.
0 -
I'm working to solve the same thing. I'm considering creating an 'active client' pipeline, that also allows for segmentation for my user experience team. I drafted an automation, so that when a deal is won in the sales pipeline, it automatically can be added into the active client pipeline. Any thoughts on the pros/cons of this strategy? I haven't tested the automation yet.
0 -
my 2 cents
Create a new pipeline then an automation for a won deal to create a duplicate deal in a the new PIPELINe.. then create that new pipeline for your post sale needs. Or just create a duplicate deal manually as the customer replies and then reply in the new deal with the new SMART BCC, so the communicates stick in the new deal
This way you can track your wins, yet at the time time, maintain perfect continuation with a WON deal and ongoing maintenance. The only problem is only the contact information transfers, but you can always just simply transfer the URL into the new deal if you have to refer back to it, if needed.
1
