Keep WON/LOST Deals in Pipeline View

Josh Monifi
Josh Monifi Member Posts: 163 VERIFIED MEMBER
Fifth Anniversary 250 Up Votes 100 Comments 25 Likes
edited May 28 in Sales CRM #1

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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Answers

  • Andre Vill - DominateSales.io
    Andre Vill - DominateSales.io Member Posts: 144 VERIFIED MEMBER
    Fourth Anniversary 100 Comments Name Dropper 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: 163 VERIFIED MEMBER
    Fifth Anniversary 250 Up Votes 100 Comments 25 Likes
    edited June 2022 #3
    Andre Vill said:

    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. 

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