KanBan / Pipeline Visibility of Deals with Lost Status - on the Deals object screen
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
Best Answer
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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).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,
Liz0