sales pipeline

SOLVE
sharonshamni
Member
hi, just built my first pipeline.but i am dealing with a problem,
my question is: how does a deal "leave" the pipe line? i meen, if the deal is closed what do i need to do in order for it not to show at the last stage of the pipline? all my deals are "stack" there...
thx!
 
 
 
 
0 Upvotes
2 Accepted solutions

Accepted Solutions
karstenkoehler
Solution
Thought Leader | Partner

Hi @sharonshamni,

 

You can filter your whole dashboard by deal stages – and by doing that hide closed deals.

 

In your deal dashboard, find 'More filters', select 'Deal stage' and set it to 'is none of closed lost, closed won'. You will now only see deals that have not been closed yet.

 

deal-view.png

 

If you want to save this view, you can find the instructions here: https://knowledge.hubspot.com/crm-setup/create-customize-and-manage-your-saved-views

 

Hope this helps!

Karsten Köhler
Freelance Digital Marketing Advisor

Beratungstermin mit Karsten vereinbaren


Hat mein Beitrag deine Frage beantwortet? Bitte hilf der Community und markiere ihn als Lösung.

View solution in original post

Phil_Vallender
Solution
Most Valuable Member | Diamond Partner

Hi @sharonshamni 

 

Deals intentionally live in Closed Won or Closed Lost for ever. The solution to your problem is to change your default view of deals to a filtered version that, for example, only show deals that are not in the won or lost stages, or that have close dates in the future. 

 

Hope this helps.

Phil Vallender | Inbound marketing for B2B technology companies

View solution in original post

2 Replies 2
karstenkoehler
Solution
Thought Leader | Partner

Hi @sharonshamni,

 

You can filter your whole dashboard by deal stages – and by doing that hide closed deals.

 

In your deal dashboard, find 'More filters', select 'Deal stage' and set it to 'is none of closed lost, closed won'. You will now only see deals that have not been closed yet.

 

deal-view.png

 

If you want to save this view, you can find the instructions here: https://knowledge.hubspot.com/crm-setup/create-customize-and-manage-your-saved-views

 

Hope this helps!

Karsten Köhler
Freelance Digital Marketing Advisor

Beratungstermin mit Karsten vereinbaren


Hat mein Beitrag deine Frage beantwortet? Bitte hilf der Community und markiere ihn als Lösung.

View solution in original post

Phil_Vallender
Solution
Most Valuable Member | Diamond Partner

Hi @sharonshamni 

 

Deals intentionally live in Closed Won or Closed Lost for ever. The solution to your problem is to change your default view of deals to a filtered version that, for example, only show deals that are not in the won or lost stages, or that have close dates in the future. 

 

Hope this helps.

Phil Vallender | Inbound marketing for B2B technology companies

View solution in original post