Keep WON/LOST Deals in Pipeline View

Josh Monifi
Josh Monifi Member Posts: 89
5 Up Votes First Anniversary 5 Likes Name Dropper

Pipedrive should add a feature, at the Pipeline level, to toggle on/off if Deals should still show up in Pipeline view when a Deal is WON or LOST. 

It is really difficult to continue to explain this feature to our users because to them it looks like no Deals were won/lost. Then we need to set up a List view to show them where their Deals are. 

I understand why it is set up this way, but there should be the option to NOT have Won/Lost deals disappear! 

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Comments

  • Andre Vill
    Andre Vill Member Posts: 131
    First Anniversary Name Dropper First Comment 5 Likes
    edited June 2022 #2

    Hi Josh!

    You can set up a filter to show all the deals and filter them based on the sales agent.

  • Josh Monifi
    Josh Monifi Member Posts: 89
    5 Up Votes First Anniversary 5 Likes Name Dropper
    edited June 2022 #3

    Hi Josh!

    You can set up a filter to show all the deals and filter them based on the sales agent.

    yup, I know this. My post above it able the Pipeline view itself, which the way it is built, drops off won/lost Deals off of Pipeline view.