KanBan / Pipeline Visibility of Deals with Lost Status - on the Deals object screen

Jeff Babcock
Jeff Babcock Member Posts: 2 NEW MEMBER
edited May 5 in Sales CRM #1

Hello. With the way we are utilizing Deals, it is important to retain visibility of 'Lost' Status deals indefinitely, within the parameters of selected date range(s). I am able to establish this with the 'List' view option, though unable thus far to customize for such on the KanBan or Pipeline screen - which is by far our preferred view. Hoping there's something I'm missing, would appreciate some guidance. Thank you! Jeff

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Best Answer

  • Liz (Ops Designed)
    Liz (Ops Designed) Member Posts: 229 VERIFIED MEMBER
    Fourth Anniversary 100 Comments 5 Answers 25 Likes
    #2 Answer ✓

    Hi @Jeff Babcock! Great question!
    For what you're trying to achieve, you can use the filters in your Pipeline. Simply create a new custom filter to display all deals with the status Open, Won, or Lost (as shown in my screenshot below).

    image.png

    If you're curious to learn how to use filters like a pro, I’ve shared more tips on my YouTube channel to help you get up to speed with Pipedrive: https://youtu.be/mRChbJ3Kzmc?feature=shared

    Hope that helps!
    Best regards,
    Liz

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