Parking Deals

Jonny Porter
Jonny Porter Posts: 1
edited July 24 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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Comments

  • Amit Sarda - Pipedrive Consultant - AmitSarda.xyz
    edited April 29 #2

    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 Posts: 8
    edited April 29 #3

    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.