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.
Justus Lubahn Posts: 56edited December 2020 #2
That feature does exist! When opening a Deal, you can select a "Label" with colours.
I hope this helps.
Boris Tsibelman Posts: 999edited 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.0
Daniel Axelbaum Posts: 31edited December 2020 #4
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!0
Mike van der Valk Posts: 4,058edited December 2020 #5
Really great input here, thanks all! Just tagging you here @Anastasia to make sure you see it 🚀0
Indie Campers Posts: 4edited September 2021 #6
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?