Pipeline View

Using Pipelines to Track Event Participation
Hello Pipedrivers. We are curious if any of you are using Pipedrive to track your company's participation in events. For example, we are looking to build an Event Pipeline and create Deals related to specific events. Then usher this Deal through the stages of submitting an abstract, attendee list set, registering our…
Change a deal stage when date is (nearly) treached
Hello, I've created a Date Custom field for my deal : "Proposal Expiration date" In my pipeline, I have these 2 stages : Proposal sent Proposal expires soon How can I automatically move a deal from "Proposal sent" to "Proposal expiration soon" when the Deal Proposal Expiration Date will be reached in less than 72 hours ?…
Moving a deal across to another pipeline
I have a Pipeline from enquires all the way to my enquires becoming customers. I have then made another pipeline to manage my customer through the process to help me better my communication and there overall experience. How can I move a deal from one pipeline to another? can it be done or do I have to make one really long…
Display Custom Field on Pipeline screen for deals
We have added a custom field to Deals (deal type) and it would be helpful to allow this field to be seen in the Pipeline view where all the deals are, so I can see what is coming down
Show deal participants in pipeline
Hi, Currently a deal pipeline only shows the main contact person and the participants (other important contacts at client) are only shown if i click through to the actual deal. The proplem with this is when i download the pipeline to excel, only the main contact is downloaded and if i want to send a group email to the…
Enable access permissions for Pipeline to be shared externally
Enable access permissions for an individual Pipeline to be shared to an external user, without allowing them access to view other pipelines
Pipeline Visibility feature - soon available (in Q1 2023)!
Hi community members! I know there is one topic that has gotten quite some feedback during the years in this community and this topic is pipeline visibility. Letting you know that this feature is expected to be rolled out to all during this quarter, in the upcoming months. :) What to expect? Introduction of pipeline access…
Bulk-edit fields in list view
At the moment, not all fields can be bulk-edited from the list view of deals. For example, I could not bulk edit probability for deals in my list view however I could bulk-edit amount. I would think that ALL fields should be able to be bulk edited?
What best practices for setting up Deals?
Hi, I'm part of a small company working on a B2C service that's also meant to be B2B2C, in order to reinforce its legitimacy and reach more people through those businesses. That is why we have set up a Pipedrive account. We're going to be using it as a community-building tool most of all, with Campaigns as our newsletter…
Is there a way to have the same deal on multiple pipelines
Having all the information about a company under one deal is comfortable and I don't like the idea of having to create multiple deals who's info doesn't sync in order to have them on multiple pipelines.
Sorting Deals in a Pipeline View
Hi folks 👋 I know there are a lot of Pipedrive addicts waiting for this feature so I’m trying a new post for this miracle… manual deals sorting in a pipeline stage! Indeed, I saw a lot of messages in this forum asking about this feature and I agree with you guys: it will be a fantastic (and basic) feature for Pipedrive and…
Automatic update of deals in current Pipeline view
Currently the Pipeline view does not update anymore when things within the deals happen, unless there is a complete refresh. i.e. A deal has been rotting for 2+ days and is marked red; I go into it and complete an activity; I go through a link to the pipeline view again; Deal is still marked as untouched for 2+ days. The…
[Feature request] Pipeline views which show only selected stages of a pipeline
Hello, it would be great to have something like Pipeline Views, which would allow us to select visible stages of a pipeline. For example - our current pipeline has 12 stages but our teammates responsible for invoicing don't really need to see what's going on in stages 1-9, they only need to see stages 10,11,12. Coworkers…
Multi Column List Ordering
We should be able to organize our lead lists using multiple column criteria - for example, say I want to order them according to country, and area code, and contract value. I should be able to choose all of these in reorganizing the list. Currently I can only reorganize using a single column.
Set default pipeline filter
Hi Pipedrivers! Depending on the pipeline I visualize, I would like to be able to apply a different filter that defaults to every opening. For example on one pipeline I would like to always show won and ongoing deals, while on another only won deals. Do you know if and how to make a custom filter default for a specific…
Organization cards/pipeline
My suggestion would be to be able to create a pipeline showing organizations as a card similar to a deal to get a good overview of current customers. The application could be for example a Customer success board or a sales overview board, making the clutter minimal as well as showing an overview on the card with the amount…
How to track required customer documents in deals?
Hello, my company is a private mortgage lender and we love using Pipedrive to manage our leads and sales process. Our issue is that once we loan is in process we typically have to use another tool to manage our pipeline. This is because I do not see any way to configure the deals in Pipedrive to serve our needs. For…
Total sum of deals in stage
Hi there! I have noticed, that you can see only sum of deal values and related deals at the top the stage - but you cannot see how many deals are total in that stage. That would be nice! Martin
Converting deals to leads - measuring outputs
Hi! I am thinking about new approach how to tackle our target audience. We are a niche market and it is normal, that prospects, that declines now, will buy in the future. I want to create a process, where when some deal is lost, the deal will be converted back to lead and we will warm the lead up until it is ready to go…
Pipeline Visibility - Looking to schedule a short interview (maximum of 20 minutes) for research
UPDATE: this research is now closed, thank you everyone! 👋 Community Members! Looking to speak with customers who are interested in setting up pipeline visibility in order to understand the use case in more details. If you would have the time to jump on a quick call in the upcoming weeks (for a maximum of 15-20 minutes), I…
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…
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!
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
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…

Pipeline View

Discussion List