Prioritizing stuff

Anastasia Shv
Anastasia Shv Posts: 1
edited July 2022 in Ideas and Product Feedback #1

Hi guys.

I wish Pipedrive had a tool to flag/mark my deals based on priority. I have a pool of deals and sometimes I need to focus on the most important ones. I can filter them by value, but sometimes it is not the parameter I need. 

If I could flag some deals or use a certain color, it would help me a lot.

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  • Justus Lubahn
    Justus Lubahn Posts: 56
    10 Comments
    edited December 2020 #2

    That feature does exist! When opening a Deal, you can select a "Label" with colours.

    image

    I hope this helps.

    Best

    Justus

  • Boris Tsibelman
    Boris Tsibelman Posts: 999
    1000 Comments Second Anniversary First Answer Combo Breaker
    edited December 2020 #3

    You can create a custom field, and put the priority in that field.

    Then when creating filters, you can include that in the filter. 

  • Daniel Axelbaum
    Daniel Axelbaum Posts: 31
    10 Comments Second Anniversary Name Dropper Photogenic
    edited December 2020 #4
    image

    Hello your question prompted me to do some more investigating.  This is an important topic for me as well.  I use labels as Justus mentions above and that is very helpful.  Also, under the deal stage I found a "probability" field with a justice scale image.  So I can put in 100% for a for sure deal I want to focus on.  80% for likely and so on.  I am going to try this for a bit.  Let me know what works for you!  

  • Mike van der Valk
    Mike van der Valk Posts: 4,058
    2500 Comments 100 Likes Third Anniversary 5 Answers
    PRODUCT MANAGER
    edited December 2020 #5

    Really great input here, thanks all! Just tagging you here @Anastasia to make sure you see it 🚀

  • Indie Campers
    Indie Campers Posts: 4
    edited September 2021 #6

    Hell, 

    What if I want to change the priority by the time the deals moves in the pipeline? 
    Imagine I define on step 1 the priority as "High" but once it gets to step 3 I want to change it to "medium". Is there a way to automate this? 

    Thank you

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