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Sales Processes

Asked a question 6 months ago

How will I handle updating prospects that have wrong phone number or as not interested? Do I add a separate pipeline per category and add trigger for that deal to move from 1 pipeline to the other?

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Would anybody be interested in: That a Pipeline is separated into Stage Groups with sub-stages? These Stage Groups could be addressed via automation to.

I would like to track the "prospecting activities" volume for the team. Insight allows me to track activities, but not ... Any ideas on how others are doing this?

How to "reject" creatively a deal in your pipeline that is part of the same bid or tender of a prospect you gave a ... that will negotiate with me at the end.

I am new to Pipedrive and would like some help formatting our lead flow. Also in new deals - how am I able to change the titles in the pipeline?

How are people handling deals that are cancelled by the Pandemic?

Automated tasks at specific times of the year: How do one create automated tasks at specific times of the year to start ... trigger these yearly tasks. Any ideas?

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Asked a question 6 months ago

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