Pipeline View

I need help to setup right pipeline to get correct statistics
Hello guys. I would appreciate your tips/suggestions on how to setup correctly my pipeline to be able to get correct statistics. I have a business where customers after signing the contract pay us a small deposit fee to start the services project. It's only 15% out of the whole project. Usually, projects take up to 3-5…
Adding Visibility Controls by Pipeline
Visibility groups are too difficult to use. Setting visibility on each item is not realistic, and becomes impossible to manage once you have 2+ people with limited visibility making changes. Plus it is tied to Pipedrive's more-expensive plans. It would be really great to have a feature that ties visibility to specific…
Merged: Add Visibility Group per pipeline
This discussion has been merged.
Merged: Visibility + Access to Pipelines
This discussion has been merged.
Pipeline view - (Color)-mark Deals with new Email
For my workflow and greater transparency I would like to see in the pipeline view which deals have a new email in the inbox. Similar to the already existing feature "deal stagnating" (I use the german version and don't know the english name) that highlights deals that have been untouched for a while. This would be the…
View deal owner in pipeline view without adding filter
We would like to see whom the deal owner is in the pipeline view without changing the owner filter. We can then see at a glance who is working on each deal. We have a temp workaround by uploading a colour to our profile photos which then is displayed on the pipeline cards. A better solution would be appreciated!
Jumping from a Deal to its Pipeline
How can I jump from a Deal to the Pipeline that it is in? I know I can edit the Pipeline and Stage from the bottom left dropdown under the progress bar. But can I jump from a Deal to the Pipeline itself? Seems like something Pipedrive should be able to do! If this is not possible, I will put this in as a feature request.
Upload Organization
Does anyone have a solution to organizing uploads--possibly an integration? We upload 20 to 50 files to a deal sometimes and it is complete chaos.
Utilizing another Pipe after a Deal is "Won"
Ok so there are a few posts about this issue, that when a deal is WON although you can bring it up and submit information to it. It canNOT be placed in a working pipe. Say Customer Onbaording. You can create a copy and ReOpen it but then the "Copy" has none of the history of the original deal. I am trying to find a way to…
See average time per stage
Hi, I would like to know if anyone knows any platform or way that I can know the average time in minutes of the client is in the business stages. I saw that this data is saved in the api, but I am not finding any way to achieve this.
Noob question: moving stadium when leads uploaded documents.
Hi all, I just got started with Pipedrive and am currently building my deal flow. The third step of my deal flow is that leads upload documents. I don't really care where they are uploaded or through what kind of form. I just want the deal stadium to move to the next step once my leads have submitted the documents and stay…
Colouring Deal Stages in the Pipeline
Hi, I would really like if there was a paint brush or paint bucket item on the pipeline to allow me to colour deals in a custom colour, or alternatively a corresponding label colour. This will allow me to visually see whats hot, whats cold, whats warm etc. Thanks, Harry
Change back keyboards shortcuts for Mail and Activities
Recently Pipedrive introduced Projects and Campaigns. As a new paid add-on, I imagine the team is making a great effort to give them visibility. Everything's fine until here. But in a tricky way, keyboard shortcuts were silently changed, misleading us to screens we did not intend to go to. Before Projects and Campaign were…
Change Currency in different stages of a pipeline
We want to have in each stage a different sum-currency (shown in the sum, directly under the name of the stage). Because in the first 5 stages of our pipeline the leads are qualified with another currency, than in the last 2 stages. We set the currencies in our account but unfortunately we can't change the currency in the…
Feature request: view product (or product category) in Kanban view deal cards
Hi guys It would be really helpful to be able to choose which info you see in deal cards within kanban view. For instance, we have to include products within deal titles to be able to easily see what the deal is for - in the same way the org appear on the card, it would be great to show the associated product and/or…
Cap the character limit
I was wondering if we can cap the character limit on the Deal Title and Deal Organisation?
Prévision en Volume d'affaires
Hello ! Serait-il possible dans l'onglet PREVISION des affaires, de faire également apparaitre, dans les encarts gris où on retrouve le mois et la Valorisation pondérée, le nombre d'affaires correspondantes ? Dommage de l'avoir dans l'onglet liste ou pipe, mais pas dans les prévisions ! Merci
What do you do with Closed/Finished/Expired/Old Pipelines?
At our company, some of our Pipelines are used for recruitment into programs. Our teams recruit folks via Deals, and once enough companies have been recruited, the effort stops, Deals are marked as Won or Lost, and the Pipeline goes out of use. Since all Deals are marked as W/L, the Pipelines are empty (in Pipeline view).…
Veja como funciona a nova Função Projetos no Pipedrive!
https://www.youtube.com/watch?v=Y94YMrh6T5Y
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…
I've been scratching the head for a while on what to do with old deals that we didn't win? Right now
I've been scratching the head for a while on what to do with old deals that we didn't win? Right now, we move them to a "Lost but subscribed" pipeline to keep the history, and they are added to our email campaign, but this is a bit redundant cause they go on our email campaign list regardless. Are we safe to delete their…
Does anyone know/can you - put certain permissions on a stage so only certain users can move deals i
Hi! Short question: Is it possible to create a funnel mirror? For example: create a General Funnel,
Organizing deals in Pipeline view based on Date created
Wouldn't it be really useful to be able to organize deals in the pipeline from the most recent ones to the oldest ones?
How to have a Pipeline view showing all the WON deals Last Year?
The filters conditions don't offer this as Relative Intervals.
Pipeline Snapshot
We do a lot of data comparison in our reports for management. It would be very useful if Pipedrive offered a feature/filter/report etc. that would allow users to see a snapshot of their pipeline for a specific time period. For example, if I wanted to see what deals were in the stages within the active pipeline at the end…
Customize what shows up in tiles
Feature request: one thing I would love to see is being able to edit what shows up in the tiles in the Pipeline view. Our teams want to be able to change this information based on their needs. Any plans for this?
Feature Request: Manual Edit Deal Timelines
Is there a way for me to use legacy data to create a new pipeline with data over the past 3 months that wasn't on Pipedrive? E.g I know how long a company stayed in each stage of a certain pipeline but I can't write that data manually at the moment. Also if I'm on holiday and don't move the deals along the pipeline when I…

Pipeline View

Discussion List