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10 months ago
Clayton Blaha
I know I can indicate "Reason Lost" for a deal and generate reports and insights that help us better understand how to fine tune our pitch and process, but can I indicate a "Reason Won" and if so, why not do you think?
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10 months ago
Administrator
paulminorsI'm afraid there is no 'Won reason'. However, you could create this yourself by creating a custom field called 'Won Reason' which you require to be filled in when you win a deal (this would require Professional in order to make it required). You could then show a report of the reasons.
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10 months ago
Clayton Blaha
Ah! Great idea, super helpful. Thank you!
12 months ago
annie hiltz
Does the Lead Inbox have stages or activities - especially thinking of Qualifying - so that the prospect is already qualified when I bring them into the Sales Pipeline. For example, suppose I have a lead but have to try a couple times to contact them, or I can contact but it takes a bit of back and forth to qualify them. Looking for a way to track that (or better to not LOSE track of that) without including them in the Qualified Sales Pipeline.
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11 months ago
Administrator
paulminorsIt doesn't have stages. The best practices is once you qualify a lead, you convert it into a deal and manage it on your deal pipeline from there. You can create activities on the lead which is perfect for setting up reminders of when to follow up next and to store notes about what you've already discussed.
2 years ago
Kbennett
Are you still not using the lead inbox?
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2 years ago
Administrator
paulminorsI don't but not because it's not a useful feature, more just that I don't have a need for it in my sales process.
2 years ago
Eric Campbell
Paul we use a customer service app called Jabber to handle our piano moving and tuning service visits. And then use the CRM for the sales side of things. But I was just thinking it might be beneficial for Jobber and Pipedrive to communicate with each other because I might find a prospect for a piano upgrade for example from a customer who has their old piano moved by us and then I could see their information and history doing business with us prior to becoming a sales customer. Any thoughts on that? Or how to best set that up?
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2 years ago
Administrator
paulminorsYeah it makes sense to have them connected to streamline your workflow. This can probably be done with Zapier. Let me know if this is something you'd like to explore and we can chat about what's possible.
2 years ago
Unverified comment
agrinshteinit would be helpful if you had time stamps these
3 years ago
Unverified comment
wolfendenWhy do you use the phrase Holding in the 1st column of your pipeline?
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3 years ago
Administrator
paulminorsThis is where I park deals that are going to close but not yet e.g. retainers. Each month I use a deal to represent that months retainer payment. They go into holding until they are paid for.
3 years ago
Unverified comment
iBridgeI need a software\services sales pipeline for my new sales activities, but a maintenance renew pipeline for my annual maintenance renewal process for my customers. The maintenance process happens every year after the initial sale about eight weeks before the one year mark from the initial sale. Is there a way to trigger or schedule these 'sales' to start in the pipeline?
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3 years ago
Administrator
paulminorsYes, using the Workflow Automation tools, you could create an automation to set up a new deal on a renewal pipeline with an activity to get in touch before the renewal. Feel free to join a group call so I can talk you through this (sorry for the delayed response, I stopped receiving notifications about new comments).
4 years ago
Marc
4 years ago
Marc
Hi will you cover lead inbox in the future before putting them in the pipeline
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4 years ago
Administrator
paulminorsHi Marc, I actually cover this in lesson 4.1 :)