Is the only option available to "delete" a "won" deal that has concluded successfully?
In the "status options," the drop-down menu only have the options of "open, lost, won, and deleted".
I want my won deals to show they have concluded successfully and are closed. Would you happen to have any ideas about how I can make that happen? Or is the idea to delete a deal that has concluded and closed?
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Answers
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Hi @agent007 those are the four deal statuses in Pipedrive. When you win or lose a deal, you’re also closing it and giving it an outcome, which will be reflected in your deal reports.
You can use filters in your pipeline and list view to visualize deals with only the statuses you need to see. This article explains how that works in more detail.0
