deals moving randomly through stages ? How to find them.
Managing my sales team I am seeing deals move all over the pipeline
e.g. from the second to last stage back to the first one. Do you have an easy way to identify those? Would that be possible through a special report?
Thank you for your help!
Comments
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Not in the UI easily unfortunately, but you can use the API to get details from deals to see the history of it. Inside Pipedrive you can see it in the deal details view for example in the changelog.
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The bigger question is, WHY are deals migrating from one Salesperson to another? This is creating a HUGE issue!!! This is a fairly new development, I'd say late 2022 until now and it KEEPS happening! One of our Salespeople accepts deals on her phone, like a total of 69 last night. She ends the day with 100 deals in her "Connect with Us" column, and wakes up with 78. I need this fixed a.s.a.p.! Please call if easier to discuss.
Jill 417-988-4199
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Hi @Mike & Calvin ; that seems like an account-specific issue from your description. Please reach out to our support team so they can look into this for you and troubleshoot the issue.
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