Pipeline

Interested in this Topic?
Signup up now to follow this topic, join the discussion, and always stay updated

Post

Feedback & feature suggestionsPipelineInsights

Reports across Multiple Pipelines

Hello,

I currently have a sales process for a B2B SaaS and we recently shifted from 1 big pipeline to 3 shorter ones. Here were our stages

Lead-in (We can't use Leadinbox because you can't filter by address)
Cold
Warm
Reschedule Demo
Demo Set
Set Trial
Onboarding
Monitor
Ready for Close

We used to have one big pipeline and we recently chopped it up into "Qualification" with step 1-5 and then "Conversion" for steps 6-9. This is great to separate the pipeline for SDRs and AEs, however we can't get data across pipelines.. This is a HUGE problem.

For example... (More)

2 replies

Survey/Poll

Feedback & feature suggestionsPipeline

Asked a question 2 months ago

So how many of you would like to have the ability to change what data shows up on the deal cards? While the title is ... to see job profit, not total value.

YES Please!

Nah... Don't need it.

2 comments 11 votes

Liked by Mike van der Valk and 1 other

Answer

Post

Feedback & feature suggestionsPipelineCustom fields

Posted 2 days ago

Make customised data fields visible only in certain stages/pipelines

Please can we have the option to make data fields visible only in certain pipelines/stages? Lots of our customised data fields are only needed in certain pipelines/stages and looking through the expanded details view can be confusing and counterintuitive to the data that is needed for a certain stage. Currently we can only make deal data fields ‘important’ or only visible in expanded details view. Thanks!

1 reply

Liked by Mike van der Valk