Pipedrive's Pipeline View

Pipeline view in Pipedrive is a crucial feature that helps users track the progress of their deals through different stages of the sales process. This view provides a visual representation of where each deal stands, making it easier to manage and prioritise tasks.

Customising Pipeline Stages

Admin-defined Stages:

• The stages in your pipeline are customisable and are defined by an admin user in your Pipedrive account. This customisation ensures that the pipeline reflects your specific sales process accurately.
• For more information on how to customise your pipeline stages, refer to this article.

Filtering Deals by User

The pipeline view displays deals owned by specific users, allowing you to filter and understand the progress of deals managed by different team members.

Filtering Deals:

1. Filter Button: To filter deals by a specific user, click on the filter button (e.g., "Everyone" in the screenshot above).
2. Select User: Choose the user whose deals you want to view. This helps in managing team performance and deal progress.

Utilising the Rotting Feature

To better understand the state of the deals in your pipeline view, consider using the Rotting feature. This feature highlights deals that have been inactive for too long, helping you to identify and address stagnating deals promptly.