Add Pipeline Name Tag to deal title, to easily see which pipeline the deal belongs to.
Kalle Ryymin
Member Posts: 2
Our company has several (50+) Pipelines which are not connected to each other. When we are prospecting, we always check whether there are open deals to that org in that pipeline. In the search function, however, ALL the deals from all the pipelines show up.
It would be easiest if you could automate so:
-Each time a deal is added, the pipeline name is added next to it. eg.
"Organisation X + Pipeline name deal"
This way you could see it directly on the deal field.
Here is a picture of the tag: Add Pipeline Name tag here and it can then be automated for all pipelines.
0