sales pipeline

[sharonshamni]

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!

REPLY

[karstenkoehler · Accepted solution]

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.

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!

[Phil_Vallender · Accepted solution]

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.

[karstenkoehler · Accepted solution]

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.

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!