Pipeline View

New: Updated Archiving for Leads and Deals
Managing deals and leads efficiently is key to staying focused and closing more sales, and now you can archive deals, ensuring you keep a clean workspace for the opportunities that matter. The option to archive leads has also been updated so that behavior is consistent for both leads and deals. Highlights: Archive paused…
Sales Call Booking System
Our clients often compliment us on the slick sales call booking system we’ve created at MinorCo. This results in more prospects booking calls and more revenue for the business! Here’s a behind-the-scenes look at our system. Powered by Calendly, RightMessage, Zapier, Kit and of course, Pipedrive!
Require Confirmation on Stage Change
Currently, when viewing a deal, it's very easy to change stages by clicking the green segmented bar. It's very easy to accidentally change the stage with an errant click. This has two main problems: It's not possible to edit the deal stage change history, so mis-clicks cause data integrity issues. Automations that trigger…
Archive pipeline - missing functionality
I know many people use pipedrive for the multiple pipeline support. However, the inability to archive old pipelines no longer in use is a big missing piece of functionality for us. There are many times in which a pipeline is no longer needed, but you don't want to lose the deal history by deleting the entire pipeline. This…
Two Essential Pipedrive Automations to Boost Your Sales Workflow
We love those two straightforward yet impactful automations in Pipedrive that have significantly improved our team's efficiency. Automated High-Priority Activity Creation for New Deals Whenever a new deal is added, an activity is automatically created and assigned to the deal owner. This ensures that no new lead goes…
KanBan / Pipeline Visibility of Deals with Lost Status - on the Deals object screen
Hello. With the way we are utilizing Deals, it is important to retain visibility of 'Lost' Status deals indefinitely, within the parameters of selected date range(s). I am able to establish this with the 'List' view option, though unable thus far to customize for such on the KanBan or Pipeline screen - which is by far our…
Remove the word 'deal' from Deal title
When I create a deal each time, the word 'deal' appears in the deal title field. This has some logic, but it's just unnecessary information in the deals pipeline view, and I should be able to change it. Thank you and please take a look at this issue.
URL não atualiza ao abrir detalhes em painel lateral em Negócios
A nova funcionalidade de "Abrir detalhes em painel lateral" no pipeline de Negócios não atualiza a URL quando um negócio é selecionado. Isso impede o compartilhamento do link com outros usuários, pois a URL permanece a mesma do pipeline. Isso é um problema, pois o usuário não consegue compartilhar o link do negócio…
Add checkbox to select deal cards for bulk actions
Please add a checkbox to the corner of deal cards so that we can select multiple and have the ability to perform bulk actions, just like we can in the list view. It would also be nice to have a select all for each pipeline stage. For example, I am looking at my deals by card view and I want to send a group email to a…
Pipeline stages and deals won
When we win a deal and press won, it disappears from open deals and into won deals. Is it possible to keep the won deals in open deals even after pressing won?
Pipeline Showing Only Days in Stage Causes Confusion
The pipeline showing only the days in Stage rather than the name of that stage causes unnecessary confusion and constant hovering to see what stage to move something to. Perhaps it's just us but many times we may skip a stage or two and we need to hover over the future stages to see the tool tip to know the name of that…
Sorting of deals in pipeline, by drag-and-drop.
Hi. Do you need to be able to drag-and-drop your deals, to sort them in your own order? At moment deals are shown in chronological order according to activity date overdue/due/scheduled. But I need to be able to sort them according to which ones I find most important to work on. Anyone else recognize this?
How can I move a deal from one pipeline to another using automation?
Hi I have created a renewal pipeline. When a deal is closed-won, I want to automate the creation of a new or duplicate agreement in the pipeline. Do you know how I can do that?
¿Como puedo obtener el tiempo y ruta que permanece un negocio en cada etapa del embudo ?
Necesito el tiempo que pasa cada negocio que se encuentre en un embudo específico, en estado abierto y que su fecha de proceso sea el de este mes.
Color coding the deal funnel
Another level of visual categorization in the deal funnel board would be helpful to identify categories of deals. Specifically, allow the user to color code each of the tiles, similar to how one can color code Outlook calendars with a right click. The user can create their own color system to help different types of deals…
The line break in deal titles is no longer automatic.
Since this week, when the title of a deal is long, it no longer automatically returns to the line. It disappears on the right-hand side of the screen, making it impossible to see the full text. I used to make a brief note of the various actions taken, using the maximum number of characters in the deal title in order to…
Filter: Show deals which INDEED reached a certain stage (and not only came past it)
We sometimes have "fast forwards" for deals in our sales pipeline. For example sometimes customers don't want a presentation of our product but directly buy that product. Then we directly forward the according deal to the "sold" stage i.e. the deal skips the pipeline stage "product presentation". If I now create a deals…
How to automatically change the owner of a deal based on the board phase
Hello everyone, I have a question: How can I change the owner of a deal based on the phase? The issue is that our business structure is set up differently, and each employee takes over the deal depending on the phase. For example, in our sales board, we have a phase called "Communicating with Customers." When we…
Introduce permissions that restrict who can move deals across stages
We would like to be able to restrict who is able to move deals into certain stages within pipes. Some of the later stages of our deal process involve launching our products with customers and there are only certain people within our business who are tasked with doing this and we would therefore like to restrict who is able…
Customize deal card in Pipeline Forecast View
In the sales pipeline view you can customize deal cards. It would have been great if that configuration also were valid for the Sales Forecast View, so you can see more information in the deal cards in Forecast View.
Horizontal scrolling: Improve visualization of multiple stages pipelines
1.- For pipelines that it has too many stages, let's say over 10 stages (and when it is not negociable ):, to have the ability to spread the view with a horizontal scrolling at the button will be very useful, other wise it is looking very weird like: 2.- In the last case, present a better solution to show the names of…
Pipeline deal values & forecasting
Good morning. I'm wondering if someone can help me with pipeline deal values and forecast reports. Currently, when we set up a deal we annualise the potential contract amount so for example if the contract value is worth £100,000 annually that is the figure we would input into the deal value. However, the first order could…
How do I add instructions to pipeline stages?
We recently redesigned our pipelines according to specific criteria. It would be useful for the team to be able to refer to some kind of description or instructions for pipeline stages (as an easy reminder). Is there an existing way to add information like that?
Automations to cancel when deal has moved stage.
I have all my activities automated and on delayed once marked as done in a stage. But I would like all the automation to stop in that stage, once the deal has moved to a new stage. Can someone please advise?
Can pipeline deals total values be switched back on?
The deals total values at top of the pipeline view have been switched off recently. I now have to click to view. Seeing this info at a glance was very useful to me, and I can't see any obvious benefits for hiding this info. Is there a setting for me to switch it back to permanently visible? Or can this change be rolled…
Simplifying a pipeline
Hey there! I was curious to know if there was a way to simplify the format of the Pipeline? For example, I really like the separate Pipelines but I wish the information was a little more compacted like the in "List" section of the interface. I have a very fast moving job so sometimes I have a build up of deals I need to…
New filter conditions "is one of" and "contains one of"
Hello, could you please add another criterion "is one of" / "contains one of" next to the conditions "is", "is not", "hes been", "contains", "does not contains", "is empty", "is not empty", with which you can enumerate the elements of the field, which should all trigger a hit in the filter. Especially when building filters…
Pipeline Stage Descriptions
We recently redesigned our pipelines according to specific criteria. It would be useful for the team to be able to refer to a description/instructions for pipeline stages (as an easy reminder).
Quick filter for Pipeline, Leads inbox, Contacts, Email
During my daily work I often need to quickly filter through the Pipeline (Company name, contact person, etc.) but the only real way to do that is by creating a new filter. The "Search Pipedrive" is useful not but great because it's a global search, while what I'd need is a "local" filter: if I'm in Pipeline I want to…
Anyone else seeing a "Wide" Pipeline?
I logged on to Pipedrive today and my "pipeline" is super wide, as in, spread out horizontally. I have to scroll to the right to see all my columns, where in the past, everything was nice and compressed to fit my viewer window. Anybody else dealing with this bug as well?

Pipeline View

Discussion List