deals moving randomly through stages ? How to find them.

Bernd Kosnar_21177
Bernd Kosnar_21177 Posts: 5
edited July 2022 in Sales CRM #1

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!

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Comments

  • Mike van der Valk
    Mike van der Valk Posts: 4,052 PRODUCT MANAGER
    2500 Comments 100 Likes Third Anniversary 5 Answers
    edited November 2020 #2

    Hi @Bernd Kosnar 

    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.

  • Mike & Calvin
    Mike & Calvin Posts: 1
    First Comment
    #3

    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

  • Manuel Oliveira
    Manuel Oliveira Admin Posts: 711 COMMUNITY MANAGER
    100 Comments Second Anniversary 25 Likes 5 Answers
    #4

    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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