Best Practices for Managing Inherited Customers in Pipedrive?

Juha Piippu
Juha Piippu Member Posts: 5 NEW MEMBER
First Comment
edited March 26 in Sales CRM #1

Our team inherited a set of customers stored in Pipedrive. Do you have any good ideas on how our team could best manage them? One idea we had is to mark all current customers (who are in different stages, such as lead, contacted, call, etc.) as 'gray' in Pipedrive. We do not know if this is even possible. Then, when someone from our team begins working with a customer, they could be marked as active—not gray. Do you have any other ideas on how Pipedrive could be utilized for this issue?

Kiitoksia vastauksesta, Thanks!

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  • Helio
    Helio Pipedrive Team Posts: 156 PIPEDRIVE TEAM
    Fourth Anniversary 100 Comments First Answer 5 Likes
    #2 Answer ✓

    Hello @Juha Piippu,

    I hope you are doing well today!

    There are multiple ways in which you can do this:

    • Rotting Feature: This allows you to identify deals that haven't been worked on for X days. These deals will be highlighted in red, making them easy to spot. You can learn more about this feature here.
    • Grey Deal Label: You can create a grey deal label and apply it in bulk to all deals within a specific pipeline. Here's an example of how to do this: View Example.

    Hope this helps! 😊

  • Nikolai Sokolov
    Nikolai Sokolov Member Posts: 179 VERIFIED MEMBER
    Fourth Anniversary 100 Comments 5 Answers 25 Likes
    #3 Answer ✓

    Hey @Juha Piippu! I'd definitely suggest closing their deals first, as you're not actively working on them. There's now a very handy "archive" function for deals which doesnt mark them as lost.

    And then a label on contacts to highlight as a different pool. This will allow you to filter them quickly.

Answers

  • Juha Piippu
    Juha Piippu Member Posts: 5 NEW MEMBER
    First Comment
    #4

    Juha Piippu continues…Or can we add some extra column or save all things to excel, add some extra sign and reload them back to PipeDrive..???

  • Juha Piippu
    Juha Piippu Member Posts: 5 NEW MEMBER
    First Comment
    #5

    Thanks Nikolai,

    I will study that "label on contacts" thing!

    BR, Juha

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