Keep WON/LOST Deals in Pipeline View

Josh Monifi
Josh Monifi Posts: 58
10 Comments Second Anniversary Name Dropper Photogenic

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! 

0
0 votes

· Last Updated -

Comments

  • Andre Vill
    Andre Vill Posts: 138
    100 Comments Second Anniversary 5 Likes First Answer
    edited June 16 #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 Posts: 58
    10 Comments Second Anniversary Name Dropper Photogenic
    edited June 16 #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.