Is there a way that I can mark a deal as won, without losing it from my deal screen... Im using Pipedrive to track projects from sales through to completed deliveries on site
Hi Owen! If you are using the Pipeline view - then by default we only show Open deals. However, you can use a Filter that is filtering out Open and Won deals and you will still see them in your Pipeline.
What we like to do is set up a filter like Kreete said, do show all the deals OR make an automation that duplicates that deal into another Pipeline like "Projects" or "Additional sales".
also you can keep it open but move it to a different pipeline if needed
It sounds like what you might want to do is create an automation that duplicates the deal when it as marked as won. Move that duplicated deal to a second “projects” or “fulfillment” pipeline. Likely with different stages specific to projects/fulfillment. may be a good idea to also have a value in one of your custom deal details fields that distinguishes it as an after sale type deal. Your other option would be to create and use activities for fulfillment rather than the deal and second pipeline.
Hi @Owen Garton
Just wanted to let you know that we are working on an after-sales projects delivery feature. Check it out here: https://support.pipedrive.com/en/article/projects-by-pipedrive
Let me know if you'd like access, we currently have a free Beta test going on.
Mike van der Valk said:Hi @Owen Garton Just wanted to let you know that we are working on an after-sales projects delivery feature. Check it out here: https://support.pipedrive.com/en/article/projects-by-pipedriveLet me know if you'd like access, we currently have a free Beta test going on.
Keen, appreciate you reaching out and offering this - certainly looks like something we would benefit from. What do I need to do.
The main reason I was wanting to seperate "Won" and "Completed" projects was to gain a real perspective for our analytics, so moving them through to another pipeline may well be the solution.
Appreciate the awesome help. Im going to give the Beta Project test a whirl and will see if that is the answer.
@Owen Garton just enabled it for your account!
Holy cow that looks awesome and useful. nice.
I would love to get access to this. I am looking at alternatives to Asana right now & this could be super helpful. I use PSO hub to log hours, track budgets & cut invoices. Any way to get this system connected so I could see my budget for each project?
@Mike van der Valk could you please enable the projects beta for my account as well? Thank you!
Done @Sales Team 🚀 have fun!
Hey Mike, can you add my account also for the Project beta. Would love to use and test it already.
@Mike van der Valk can you please enable this beta for us as well?
@Mike van der Valk we would love to test this new feature. Can you please enable the Beta for my account as well?
Hi @Joep what is the domain of your account? I couldn't yet find it in our database. @Pouyan Torabi it's on for you now and @Fabian Di Caro it was already on for you so I guess you found a way before haha
Can you please enable it for my account too? Activities are not enough when it comes to task planning. Thanks in advance.
Hi @Mike van der Valk, could you please enable our account (autonmotorizedsystems)? I just found this and we were about to pull the trigger on you guys and Asana (4 days left on the Asana trial). However, I would so much rather use a native projects tool in Pipedrive than Asana. Many thanks!!
Hi, Is beta testing still open? If so, I'd like to try this feature out, please!
@Anthony Trimble and @António Perucho it's live now! It was already live for you Vangelis
Hi Mike! It sounds incredible! Can you enable it on my account? Thanks!
It's on for you now @Rafael Ribeiro enjoy!
Wow, this looks exactly like what we are searching for right now! I would be very happy to test it out with our team, @Mike van der Valk !
@Felix Ueckermann I can see the beta is now live on your account, have fun!
@Mike van der Valk_2 The Projects by Pipedrive feature looks promising for what I am trying to build. Can I still get access to the Beta? Thank you!
@LeoAnzoleaga please email me at [email protected] and I can enable it for you :)