"Default" pipeline
I have a few Pipelines, but one main pipeline that I do most of my work from. For some reason when I login to Pipedrive, it always goes to one of my more ancillary Pipelines. It would be great if I could set a "main default" pipeline that when I logged into my account that it always brought me back to the Pipeline of my choosing. Small detail I know, but it has turned into a minor annoyance. Thanks for the consideration!
Comments
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Hi @Lenny
Thanks for sharing, I'll pass it on to the team.
The reason it defaults to a pipeline is because that is the one with the lowest ID nr in our system, so the one first created even though it might have been edited later.Quick workaround I use myself as well, just adjust your bookmark you use in the browser to navigate to Pipedrive to include the pipeline you want to land in. So instead of using: https://app.pipedrive.com/
You could use: https://app.pipedrive.com/pipeline/x/user/xxxxxx
In the first x enter the Pipeline ID. You can even already open up your favourite filter by including this in the bookmark.0 -
Mike van der Valk said:
Hi @Lenny
Thanks for sharing, I'll pass it on to the team.
The reason it defaults to a pipeline is because that is the one with the lowest ID nr in our system, so the one first created even though it might have been edited later.Quick workaround I use myself as well, just adjust your bookmark you use in the browser to navigate to Pipedrive to include the pipeline you want to land in. So instead of using: https://app.pipedrive.com/
You could use: https://app.pipedrive.com/pipeline/x/user/xxxxxx
In the first x enter the Pipeline ID. You can even already open up your favourite filter by including this in the bookmark.Good Tipp! Thank you!!!
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Mike van der Valk said:
Hi @Lenny
Thanks for sharing, I'll pass it on to the team.
The reason it defaults to a pipeline is because that is the one with the lowest ID nr in our system, so the one first created even though it might have been edited later.Quick workaround I use myself as well, just adjust your bookmark you use in the browser to navigate to Pipedrive to include the pipeline you want to land in. So instead of using: https://app.pipedrive.com/
You could use: https://app.pipedrive.com/pipeline/x/user/xxxxxx
In the first x enter the Pipeline ID. You can even already open up your favourite filter by including this in the bookmark.That's really nice @Mike van der Valk ! I just tried using a specific filter and it works really well. Now I can go straight to my pipeline where I applied a filter and Voila! Straight into it!
I was used to logout from where I wish to be back in. Having many companies in one account is true that is annoying to keep changing companies when login in.
Happy Pipedays!
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Mike van der Valk said:
Hi @Lenny
Thanks for sharing, I'll pass it on to the team.
The reason it defaults to a pipeline is because that is the one with the lowest ID nr in our system, so the one first created even though it might have been edited later.Quick workaround I use myself as well, just adjust your bookmark you use in the browser to navigate to Pipedrive to include the pipeline you want to land in. So instead of using: https://app.pipedrive.com/
You could use: https://app.pipedrive.com/pipeline/x/user/xxxxxx
In the first x enter the Pipeline ID. You can even already open up your favourite filter by including this in the bookmark.Glad to see this is helping!
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Dear all, this default pipeline issue is not only a "viewing" problem, but also new deals always suggest the "wrong pipeline". Could this be fixed please? You can reorder the pipelines, but could the first one be the default one?
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Riina Jokinen said:
Dear all, this default pipeline issue is not only a "viewing" problem, but also new deals always suggest the "wrong pipeline". Could this be fixed please? You can reorder the pipelines, but could the first one be the default one?
When creating new deals the last pipeline view should be the suggestion in the add new deal window. However, We do understand the need of having a way to make one pipeline as default and I will be sending feedback internally about this.
Have a great day!
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Riina Jokinen said:
Dear all, this default pipeline issue is not only a "viewing" problem, but also new deals always suggest the "wrong pipeline". Could this be fixed please? You can reorder the pipelines, but could the first one be the default one?
Amazing this is a problem when it is the basic starting point. next software trial for me
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Was this ever solved? The workaround doesn't help since I need my employees to create deals in a certain pipeline (and sometimes they forget to change it), and this pipeline is no longer the default.
I see there is a "Reorder pipeline" but it doesn't do anything to the default options.
Thanks in advance!
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We have a similar but different suggestion, since we only use one pipeline we don't think it should show up in our Add new Deal section at all because it just takes up space in an already tight window.
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