Pipeline View

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…
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.
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…
Stage Probability should set probability for all deals within that stage
It would be great if, when setting a stage's probability, deals that move into that stage are automatically given that probability. If they are manually changed this could override that, but the stage probability would be default, instead of the default being blank. This would be useful for us because we like to see the…
파이프드라이브 가이드: 파이프라인 뷰에서 거래는 어떻게 정렬되나요?
질문: 파이프라인 뷰에서 거래가 정렬되는 순서가 궁금합니다. 거래명에 따라 정렬되는게 아닌가요? 답변: 파이프라인 뷰에서 거래가 정렬되는 순서는 다음과 같습니다. * 활동: 거래와 연동된 활동의 상태에 따라 정렬되고 * 생성시간: 1번이 동일할 경우, 최신 거래가 위에 오도록 정렬됩니다. 먼저 1번 '활동' 조건에 대해 설명하겠습니다. 파이프드라이브에서 거래는 이와 연동된 '활동'을 중심으로 진행되므로, 각 거래에 대해 진행할 다음 활동이 핵심입니다. 그러므로 각 거래 옆에는 해당 거래와 연동된 활동이 어떻게 진행되는지 네가지 색상으로 구분합니다. * 빨간색 (경고):…
Details for Multiple Pipelines
The nature of our business and use case is such that we have multiple pipelines. The detailed information that I would like to collect and reference for each is very different (even for the same contact or organization). We really need a way to have have different custom "details" populate depending on which pipeline a…
My current setup in Pipedrive just isn't working.
I think I need an overhaul but I don't know what a better setup looks like. I am the equivalent of a personal trainer. I'd love some thoughts and best practices. I've been researching other CRMs to see what makes sense for me and I think that PD is still the best solution for my business but need to streamline this so I am…

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