It would be great if there was a way to hide deals from pipelines which have been won or lost without having to delete them. We are a commercial real estate company and one of our pipelines is a leasing pipeline. The two final stages are "CLOSED WON - LEASE SIGNED" and "CLOSED LOST". I still want to keep this deals assosciated with the contact/company for future reference but I notice these 2 stages becoming populated with every deal we have ever done and it is becoming quite busy. I don't want to delete the deal.
nov 11, 201910:17 AM - editado nov 12, 20195:10 AM
Autoridade no assunto
Hide deals that have been won/lost
resolver
>>"It would be great if there was a way to hide deals from pipelines which have been won or lost without having to delete them. We are a commercial real estate company and one of our pipelines is a leasing pipeline. The two final stages are "CLOSED WON - LEASE SIGNED" and "CLOSED LOST". I still want to keep this deals assosciated with the contact/company for future reference but I notice these 2 stages becoming populated with every deal we have ever done and it is becoming quite busy. I don't want to delete the deal."
Just as a follow-up to this post, it would be helpful to be able to have an or statement for "My Deals". Ideally, I would like the sales team to pull up their deals and see what's open, and what was closed won/lost last month or this month... I think I could build a custom field with formulas, but that seems a little bit extreme for a different view of the deals.
nov 11, 201910:17 AM - editado nov 12, 20195:10 AM
Autoridade no assunto
Hide deals that have been won/lost
resolver
>>"It would be great if there was a way to hide deals from pipelines which have been won or lost without having to delete them. We are a commercial real estate company and one of our pipelines is a leasing pipeline. The two final stages are "CLOSED WON - LEASE SIGNED" and "CLOSED LOST". I still want to keep this deals assosciated with the contact/company for future reference but I notice these 2 stages becoming populated with every deal we have ever done and it is becoming quite busy. I don't want to delete the deal."