Parking Deals

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Jonny Porter
Jonny Porter Member Posts: 1
edited July 2022 in Sales CRM #1

Is there an option to 'park' deals in Pipedrive? Deals I probably should delete but may have to recall.

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  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,559
    5 Likes First Anniversary First Answer 5 Up Votes
    edited April 2022 #2
    Options

    A couple of things you can do:

    1. Create a Holding/Parking stage in your pipeline
    2. Create activities for follow up at the scheduled time

    These 2 suggestions, more importantly the second one, works if you work out of your Activities tab 100% of the time.

  • Julia Schoonover
    Julia Schoonover Member Posts: 6
    First Comment
    edited April 2022 #3
    Options

    You could possible use the Leads Inbox to meet your needs. I think it is still in testing mode.

    https://community.pipedrive.com/post/5e9573f76fc0e16f6c53a7fa

    You could change a deal to a lead and store them there. You can archive leads for later too.

    It wouldn't sync all your activities/notes from the deal though. You can link organization and person to a lead.