How can I see All Pipelines

Clarke Shepherd
Clarke Shepherd Posts: 1
edited July 24 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 Posts: 4,387 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited April 29 #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 Community Driver Posts: 1,037
    1000 Comments Second Anniversary Combo Breaker Photogenic
    edited April 29 #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]