Pipeline View

How do I get statistics of when a deal moves down the pipeline?
We have four steps in our pipeline = new lead, lead contacted, meeting, proposal made. I need to be able to pull an overview of the date the lead was moved into the "meeting" step and when a lead is moved into the "proposal made" step. Preferably with a value stating the user who moved them. Is this possible? And if so,…
Favorites shortcuts
Kinda thinking it would be nice for favorites shortcuts to show up across the top of the pipeline.
How do you deal with retention in Pipedrive?
We SaaS model and once in a year, we need to renegotiated deals. What is your best practise, how you keep all transparent?
Report to understand # of deals entering a stage for the first time
Hi, I'm trying to use the Insights reporting and specifically the Deals Progress report to identify which deals entered into a certain stage in a given month. For example, we have Stages named Active Lead --> Engaged Lead --> Decision Maker Engaged. I'm interested in seeing how many deals are going into Engaged Lead from…
when to start adding deals
when do you guys start adding deals to your contacts?
HELP ! Big problem and big question !
Hello. We recently changed our sales process and created a new pipeline to reflect those changes. We deleted the old pipeline (on the 7th of August), and thus all the related "Deals". Those deals are now "orphans" of pipeline. And those deals had a status "won" or "lost" and are now "deleted". (And thus, don't appear…
Won deal button
Can we have a condition in order to allow user click WON deal? For example if a something is NOT done, then WON can't be clicked? @Mike van der Valk @Tamara Deprez @Almonzer @Marcus @Peter Meredith
delete pipline
By accident I delete one pipeline it's possible restore it???? thanks
How can you adapt the core metrics of your sales funnel to maximize sales success in your industry?
Any salesperson knows that a well-managed, clear sales funnel is fundamental to sales success. Without this, people who are interested in your products or services may never make a purchase. A sales funnel helps salespeople guide potential customers through their buying journey and provides key insights into customer…
Wat is de beste workflow voor de Aftersales om beste rendement te halen uit voormalige klanten?
Ik ben op zoek naar de beste manier om de Aftersales funnel in te richten, om het meeste rendement te halen uit klanten nogmaals te benaderen in verschillende stadia. Nu zitten ze ingedeeld op tijd zoals 6 maanden, 1-2 jaar, 2-3 jaar , 3-5 jaar nadat we zaken gedaan hebben. Is dit het meest logisch om in die stadium…
How to "reject" creatively a deal in your pipeline that is part of the same bid or tender of a prosp
How to "reject" creatively a deal in your pipeline that is part of the same bid or tender of a prospect you gave a proposal that was not awarded for a final client? I am looking for a creative way (sales process / automation) to reject a deal in my pipeline when I have other identical proposals for other companies trying…
Request: sections on the sidebar fields and custom fields per deal type
Hi! I love Pipedrive and as a reseller (we offer a software product in the solar panel market) we have ~25 clients using it. Most of them are quite happy with it. One nuisance we're having is that adding a number of custom fields soon gets a mess in the sidebar. Having some section headers would really help! See…
How do you track your sales pipeline? Can you improve your method?
There’s little doubt amongst salespeople that a sales pipeline is crucial to meeting your sales goals. If you sell anything, you already have a pipeline, whether you’re aware of it or not. Documenting your sales cycle and processes can help your reps organize new leads that are coming into the funnel and track follow-up…
Too long Pipeline.. odd...
Hi everyone. Once I consult a company that had a pipeline with 12 stages. Of course I found it excessive, I just wonder if anyone has had similar experience or it was just me. Thanks for sharing your experience!
Default deal display fields
I need to override the default pipeline behavior to display each deal’s PERSON instead of the ORGANIZATION. Removing the connected ORGANIZATION is not an option. Thanks for help! Joel
Deal Fields
When I click on pipeline deals, it gives "Lead In" "Contact made" "Demo scheduled" "proposal made" etc. I own a law firm. Those fields don't apply to me, can I change them? I would prefer, Lead In, Retained, etc.
Czy można cofnąć skasowanie całego lejka?
Dobry wieczór. Hmmm...poleciałem blondynką.Dodałem etap do lejka i chciałem skasować ten etap, niestety skasowałem cały lejek. Czy można cofnąć skasowanie całego lejka?
What would be the disadvantage of making one pipeline per service (about 2 to 5) ?
What would be the disadvantage of making one pipeline per service (about 3 to 5) ? Our business offer mostly 2 services. I am wondering the benefits and disadvantage of making one pipeline for each.
Too Many Stages!
Hello, I've built out a good process for construction jobs (remodels, roofing, etc), but there are so many stages that I can't even read what the stages are. There's no way that I can see to zoom in, and I'm not sure what the best way to fix it would be. Should I combine similar stages and just use activities within those…
Is it possible to keep people in a pipeline if the deal is won?
How is the pipeline sorted?
How is the pipeline sorted?
How to make Bulk Transfere from one funnel to another funnel
How to make Bulk Transfere from one funnel to another funnel
Is there a workaround on assigning a deal to two pipelines? I have process with two parts. presale p
Is there a workaround on assigning a deal to two pipelines? I have process with two parts. presale phase and install phase. And stages for my deals overlap in the two phases/pipeline. thoughts pls?
Lost reason combination of predefined and free-form
Hi, We have setup PD to allow for predefined Lost reasons, but also allow entering free-form lost reasons in addition to predefined options. This allows us to both have structure for reporting purposes as well as more qualitative data on the reasons lost. See screenshot 1. This works well, however now want to use the List…
How do you deal in pipedrive with a deals, which are lost for now, but you can contact and try them
How do you deal in pipedrive with a deals, which are lost for now, but you can contact and try them in the future after few months? And how to effectively remind them in the future?

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