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Pipeline
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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

  1. Lead-in (We can't use Leadinbox because you can't filter by address)
  2. Cold
  3. Warm
  4. Reschedule Demo
  5. Demo Set
  6. Set Trial
  7. Onboarding
  8. Monitor
  9. 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)

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!