How can I see All Pipelines

Options
Clarke Shepherd
Clarke Shepherd Member Posts: 1
edited July 2022 in Sales CRM #1

I would like to find out if a feature exists so I can see All Pipelines in the main Pipeline Home Screen, as opposed to separate screens. I have two divisions under the one company but sometimes I would like to see them all similar to the Stats reports screen.

image
5e8437b8a44a0b79e624b505_62862.png
Tagged:

Comments

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,078 PIPEDRIVE TEAM
    First Anniversary 5 Likes 5 LOLs First Answer
    edited April 2022 #2
    Options

    @Clarke Shepherd this is not possible on the main pipeline view. Pipelines generally have different stages which will show a completely cluttered view especially if you have 3, 4 , 5 or more pipelines.

    In case your pipelines have exactly the same stages we recommend not to split it up in different Pipelines. Pipelines are to set your process. If that's the same but you for example want to split deals by area, business, location, etc.. then we'd recommend to set this up with custom fields and then filter your pipeline based on the values in those fields.

    Hope it helps :) 

  • Boris Tsibelman
    Boris Tsibelman Member Posts: 845
    5 Likes First Anniversary First Answer Combo Breaker
    edited April 2022 #3
    Options

    You can create a list view, and then add the Stage field onto the list view.

     

    You cannot see all pipelines in kanban view [since they dont all have the same stages] 

Categories