Creating a separate pipeline for active leads?

Ville Salomäki
Ville Salomäki Posts: 2
edited July 22 in Sales CRM #1

Hi there,

In our case, the actual sales process starts in the intro meeting with the new prospective customer - and that's the moment when we currently convert the lead to a deal. However, leads also undergo various stages before the intro meeting has been booked and delivered. 

As the lead inbox and lead management features are rather limited in Pipedrive, would creating a completely separate pipeline for active leads make sense? The first stage could be f.ex. when lead enters the marketing campaign and the final stage would be the booked intro meeting. When intro meeting is booked, the lead would be marked as "won" and duplicate deal would be created to the actual sales pipeline.

Would this be feasible or would there be a better way to do it? I wouldn't like to put everything to the same pipeline as the number stages would be 10+.

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Comments

  • Alex Stueber_20061
    Alex Stueber_20061 Posts: 104
    Elite Solution Provider
    edited February 25 #2

    Hey @Ville Salomäki indeed this is possible.

    Before the "Leads inbox" arrived in Pipedrive that was the approach when dealing with leads.
    Create one pipe for your leads qualification and one for your sales.
    Of course, for some industries, the leads inbox works fine but for others not so much.

    Now it depends on how you want to see reports in your account. 


    Based on that, you don't need necessarily to WIN the deal.
    You can have one automation that would transfer that deal to your "Sales Pipeline" once the deal is updated for example
        - in your case when this "booked intro meeting" is created /or done 
         your deal could then move to the other pipe "SALES PIPE"

    Like this you still have the history of what happened to the deal, keeping all the email communication/activities/notes etc.

    When you duplicate a deal you "lose" some of that information on the duplicated deal.
     

    You still have the original deal, but if you want to quickly check something about that deal you will need to go and find the original deal and also the information you are after, losing time.
    You could copy and paste the link of the original deal, but if not using Zapier/integromat etc, you have to do this manually, again not ideal.

    What I would recommend is 2 Pipes but I would transfer the deal from one to another, rather than duplicating the deal.

     

    I hope you find it useful.

    Also please don't hesitate to get in touch to ask any question you have.

    Cheers,
    Alex

     
     
     

  • Ville Salomäki
    Ville Salomäki Posts: 2
    edited February 2 #3

    Hey @Ville Salomäki indeed this is possible.

    Before the "Leads inbox" arrived in Pipedrive that was the approach when dealing with leads.
    Create one pipe for your leads qualification and one for your sales.
    Of course, for some industries, the leads inbox works fine but for others not so much.

    Now it depends on how you want to see reports in your account. 


    Based on that, you don't need necessarily to WIN the deal.
    You can have one automation that would transfer that deal to your "Sales Pipeline" once the deal is updated for example
        - in your case when this "booked intro meeting" is created /or done 
         your deal could then move to the other pipe "SALES PIPE"

    Like this you still have the history of what happened to the deal, keeping all the email communication/activities/notes etc.

    When you duplicate a deal you "lose" some of that information on the duplicated deal.
     

    You still have the original deal, but if you want to quickly check something about that deal you will need to go and find the original deal and also the information you are after, losing time.
    You could copy and paste the link of the original deal, but if not using Zapier/integromat etc, you have to do this manually, again not ideal.

    What I would recommend is 2 Pipes but I would transfer the deal from one to another, rather than duplicating the deal.

     

    I hope you find it useful.

    Also please don't hesitate to get in touch to ask any question you have.

    Cheers,
    Alex

     
     
     

    Hi Alex,

    Thank you very much for the prompt response!

    I'll go on creating two separate pipes and not marking deals in the lead pipe as "won".

    Best Regards,

    Ville