Exclude Won Stage from Insights

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Klaas Riach
Klaas Riach Member Posts: 12
First Anniversary First Comment Photogenic
edited July 2022 in Sales CRM #1

We have "won" also as a stage. After that stage, there is another stage.
Unfortunately, insights always show "won button clicked" as the last stage.
Sounds fairly easy to exclude that?
 

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Comments

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,531
    First Anniversary First Answer 5 Up Votes 5 Likes
    edited May 2022 #2
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    You should delete the 'Won' 'stage' instead.

  • Klaas Riach
    Klaas Riach Member Posts: 12
    First Anniversary First Comment Photogenic
    edited May 2022 #3
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    You should delete the 'Won' 'stage' instead.

    But if we have stages after that (i.e. onboarding etc.)?

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,531
    First Anniversary First Answer 5 Up Votes 5 Likes
    edited May 2022 #4
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    You should delete the 'Won' 'stage' instead.

    You can use the Projects functionality for the post-sales process.

  • Andre Vill
    Andre Vill Member Posts: 131
    First Anniversary Name Dropper First Comment 5 Likes
    edited May 2022 #5
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    Hi Klaas!

    I looked into this case and seems like there is no possibility of removing it for some reason. For both Filter applied and View by, there doesn't seem to be a way to remove it. You could reach out to Pipedrive Support inside of the environment and maybe they can view it from a different angle.

    About the onboarding, using Projects is a great suggestion from Amit, but be aware, that this function will turn into a paid add-on in the next quarter. Another suggestion would be to use a different Pipeline for the onboarding process. We have a lot of clients that use automations to create a duplicate deal into another Pipeline, which allows for technicians, client managers, or onboarding.