How can I see All Pipelines

Clarke Shepherd
Clarke Shepherd Member Posts: 1 PIPEDRIVE TEAM
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.

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Comments

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,091 PIPEDRIVE TEAM
    First Anniversary 5 Insightfuls 5 Likes 5 LOLs
    edited April 2022 #2

    @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: 851 PIPEDRIVE TEAM
    5 Likes Premier Solution Provider First Anniversary First Answer
    edited April 2022 #3

    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]