Keep WON/LOST Deals in Pipeline View
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!
Andre Vill Posts: 138edited June 2022 #2
You can set up a filter to show all the deals and filter them based on the sales agent.0
Josh Monifi Posts: 66edited June 2022 #3Andre Vill said:
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.0