Pipeline stages and deals won

Vebo
Vebo Member Posts: 2 NEW MEMBER
edited April 8 in Sales CRM #1

When we win a deal and press won, it disappears from open deals and into won deals. Is it possible to keep the won deals in open deals even after pressing won?

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Answers

  • Claude Joshua
    Claude Joshua Member Posts: 9 VERIFIED MEMBER
    First Comment
    #2

    In Pipedrive, marking a deal as "won" moves it out of your active pipeline view. To keep won deals visible alongside open ones, you can create a custom filter that includes both statuses. This way, you can monitor all deals in one view. Alternatively, consider adding a final stage in your pipeline for completed deals without marking them as won, though this may affect reporting accuracy.

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