Default Pipeline

XavierDrake

It would be nice if we could set a Default Pipeline under Deals in a similar way that we can set a Default View. We have product managers who care more about a specific product pipeline than other reps would. At the moment, even if we set a Defualt View with a Pipeline Filter, the user is still directed to the first Product Pipeline that was created in the system. 

14 Replies
cfleishman
Participant

Yes! This would be amazing. Does anyone have a workaround for this?

jerry83
Participant

any update on this?  would be a very good feature

RPG
Participant

Yes, would be a great addition. Please add.

erica11
Top Contributor

This would be good if we could set different default pipelines for different people.

novovox
Member

Even better would be assigning different inquiry form submissions into different deal piplines depending on the type of inquiry/lead.

charliepinker
Contributor

Agreed. Every single deal I create I have to change the pipeline.

Rmstone
Member

Agreed. I don't want to mistakenly put a deal in the wrong pipeline. 

Bruno_Teixeira
Key Advisor | Diamond Partner

Hello, it's now possible to do this. Actually each user can have your own pipeline default view. Here are the steps for it :

 

1. You will want to select the pipeline that we want for the default view from the dropdown at the top.

2. Once that is selected - you will want to press "save view" on the right hand side

3. Once we save and rename the view - you would click on the black arrow from the new tab that was opened and select "pin view" and then "make default view.

That's it. I hope that can helps.

charliepinker
Contributor

@Bruno_Teixeira That's kind of interesting... so basically if you create a deal from the deals page, the default pipeline for the new deal will be the pipeline you had selected in the deals page.

 

But what about choosing the default pipeline when creating a deal from, say, a contact record?

Bruno_Teixeira
Key Advisor | Diamond Partner

Hello @charliepinker , when creating a deal you cannot have a default pipeline, however you can reorder your pipelines by selecting 'options > reorder pipelines' on the right next to the pipeline selector. 

Once you have reordered the pipelines, the pipeline will default to the first pipeline in that option.

charliepinker
Contributor

Hi @Bruno_Teixeira yes, that's why this idea has been created, to change that!

Bruno_Teixeira
Key Advisor | Diamond Partner

Hello @charliepinker , I understood your need, however from my understanding the idea submitted was referring to having a default view on the Deals pipeline view. 

With the solution I proposed I think that can solve the problem faced by Xavier Drake.

I suggest to you to create a new idea submitting your need that in my point of view is also something important to have.

Thanks and I hope that can helps.

Drew_Cohen
Top Contributor

Totally agree with this feature request. It would be great to be able to specify a "default" pipeline for each user so that when they click on "Create Deal" anywhere in their HubSpot app, it will default to the one that we select for them.

hellowinter
Participant

This would be helpful also because it makes it easier to create deals with a default pipeline popping up for sales teams who may still want to have insight or collaborate with others in other pipelines. We need this!!