How to custom re order individual Deals within each stage.

Tim O'Shea
Tim O'Shea Posts: 2
edited July 15 in Business Talk #1

Hi Guys,  We use several different pipelines to track roofing projects over the course of their project lifespan. I would really like to be able rearrange each individual Deal  in each Stage to represent the order in which we will address  them.  Can this be done?

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Comments

  • Bert Calatz
    Bert Calatz Community Driver Posts: 79
    10 Comments Community Driver
    edited February 25 #2

    @Tim O'Shea  In list mode and based on the next activity this is possible yes. But am I wrong if I think this is not quite what you want?

  • Tim O'Shea
    Tim O'Shea Posts: 2
    edited January 2021 #3

    @Tim O'Shea  In list mode and based on the next activity this is possible yes. But am I wrong if I think this is not quite what you want?

    Thanks Bert Calatz. I need to re arrange the leads n Pipeline Mode.

  • Bert Calatz
    Bert Calatz Community Driver Posts: 79
    10 Comments Community Driver
    edited January 2021 #4

    @Tim O'Shea  In list mode and based on the next activity this is possible yes. But am I wrong if I think this is not quite what you want?

    I thought so. And as far as I know that is not possible.

  • Mike van der Valk
    Mike van der Valk Posts: 4,376 PIPEDRIVE PRODUCT MANAGER
    2500 Comments 25 Likes Second Anniversary First Answer
    edited July 22 #5

    Hi @Tim O'Shea 

    Unfortunately @Bert Calatz is right. The Pipeline is ordered based on activities linked to the deal. You can indeed order them in the list.