How to set up your Pipedrive pipeline and stages

Рет қаралды 5,885

Күн бұрын

Learn how to set up your pipeline stages in Pipedrive correctly for your business. The following video is a sample lesson from my new Master Pipedrive program where I explain how to set up your pipeline(s) in the best way for your business.
Want to become a Pipedrive Master? Learn more about my Master Pipedrive support program and take your Pipedrive to the next level: paulm.in/2FksCBy
0:00 - Introduction
1:11 - What is a pipeline?
3:15 - Pipeline values
4:24 - View options
7:53 - How to set up your stages
14:05 - Editing your pipeline
15:19 - Probabilities
17:24 - Rotting deals
19:24 - Customise deal cards
20:57 - Sorting deals
21:33 - Pinned filters
22:15 - Pipeline visibility
23:00 - Using multiple pipelines
23:34 - Outro
A pipeline represents a sales process i.e. all the steps you need to go through from getting a new lead to closing the sale and winning the deal. You can use deal rotting to set a number of deals after which a deal will turn red and ‘rot’ if it hasn’t been updated. You can also use deal probabilities to set the likelihood of a deal being won based on the stage it’s in (more on this in a future lesson).
TIP: When defining your sales stages, write them in the past-tense e.g. ‘Contact Made’ or ‘Proposal Sent’. This makes it really clear when to move a deal. If you just say ‘Proposal’ it isn’t clear if these are lead that are waiting on a proposal or already have one. This helps to maintain more accurate conversion rate reports.
A common mistake among new users is that they create too many pipelines as a way to segment their sales by user/region or service type. We’ll learn later on that you can use filters to show only deals for certain regions or base on data from custom fields.
When getting started, you’ll probably only need one pipeline. The only reason to have multiple pipelines is for two very different sales processes e.g. consulting and sponsorships. Or if you want to track sales by region/team if you DON’T have the Professional plan.
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Пікірлер: 30

@alexpappas4462 16 күн бұрын

@MinorCo - Paul is better than the official Pipeline Videos. Thank you!

@minor-co 16 күн бұрын

Haha, thanks for the kind feedback!

@jvalenti370 5 ай бұрын

Another superb video Paul. I appreciate that you take time to explain "why" as well as "how".

@minor-co 5 ай бұрын

Thanks, I appreciate the kind words 😀

@PaigeReiche 3 ай бұрын

I'm so glad I found your videos. Learning how to use and set up Pipedrive for my SaaS company is becoming a breeze! Thank you!

@minor-co 2 ай бұрын

Awesome, glad I could help!

@drako-dev501 4 ай бұрын

your video are all so helpful, thanks

@minor-co 4 ай бұрын

Thank you for the kind feedback 😀

@troycopeland2170 3 ай бұрын

those are some impressive leads you are working there....

@minor-co 3 ай бұрын

😀

@ronvidal3020 Ай бұрын

Great information in an easy to follow format. Thanks Paul! What's the best way to track a deal through payment received from a customer and then payment made to an entity, such as a contractor or vendor?

@minor-co Ай бұрын

In my case, I mark the deal as won on the date that they pay (i.e. this is the criteria for winning the deal). I also have a 'cost' custom field for tracking expenses related to the deal like contractors.

@oVRcomeApp 2 ай бұрын

Great video but here's one issue. You've just set 'Won' on a deal, and now you want them to enter a second pipeline (perhaps to manage renewals like 25:00) if you've set the deal to Won it's now hidden. How would you have it start a second pipeline, AND capture the won/lost data?

@minor-co Ай бұрын

This is a common mistake - I don't advise moving a deal from one pipeline to another after it's been won. It would be best to create a new deal for the renewal (as this will be additional revenue for the business) which you could do via an automation.

@TrondHus 2 ай бұрын

Great walkthrough. Btw: Is there a way to copy/move a client/customer/person to another Pipeline after he/she has won/lost? For instance: Lost - pipeline for nurturing the client (maybe not a good idea, but then the pipeline could be asked want to have newsletter / nurture e-mails) Won: Pipeline for production - where is their product now, or pipeline for reoccurring orders...

@minor-co 2 ай бұрын

This actually isn't a smart move as moving deals will mess up your reporting. After winning a deal, it's best to create a project on the projects board (this requires the Projects add-on). For lost deals, I recommend leaving them where they are and setting activities or triggering an automation to manage the long-term nurture.

@TrondHus 2 ай бұрын

@@minor-co thanks for the reply. I probably mis-wrote. I meant not move, but copy or create a new "something" (lack of better word). Thanks for putting this videos on. They are filled with great information that some novice on pipedrive and sales and marketing like me learn a lot from.

@elliottnelson639 23 күн бұрын

I was wondering how you would use the 'Pipeline' for an office that has hundreds of patients, that are all ongoing cases, to ensure it doesn't get messy. We are a clinic where you can never necessarily 'win' a case, as we want them to stay in our system and keep booking appointments in the future.

@alexpappas4462 16 күн бұрын

WON - is just a termination point. Probably better custom fit medical CRM’s that would integrate w/ back-office, accounting and insurance claims.

@minor-co 16 күн бұрын

In that case, you may not want to create a deal for all of your patients. Just create contacts and you can track your activity with them on the contact, not a deal.

@user-yu3qv1bo2u 6 ай бұрын

What do you suggest as a trigger for adding a new deal to the renewal pipeline. We're in need of a renewal pipeline but we're unsure how to set up an automation trigger that would create a new deal in the renewal pipeline.

@minor-co 5 ай бұрын

Most of our clients create the renewal deal when the initial deal is marked as won. Your trigger would be 'Deal Updated' and you would use conditions to only run when the: Status » has changed to » won

@AmberRish-tt1ew 8 ай бұрын

On a lead spreadsheet before you upload it can I assign the sales representative so it shows as their leads?

@minor-co 8 ай бұрын

Yes, if you include a column called 'Lead Owner' you can assign the leads to people on your team during the upload.

@user-us4rm5iu1z 3 ай бұрын

Hey Paul. I'm setting up a pipeline for our regular clients who buy from us every month. I work at a media buying company, and our clients usually reactivate their campaigns monthly. Right now, I've got just two steps: "Request for Reactivation" and "Campaign Running." Does that sound good to you, or do you think we need more steps?

@minor-co 3 ай бұрын

It sounds like there could be a few more steps. What do you need to do after they request reactivation in order to get the campaign running? I'm sure there are some steps in between?

@user-es6vl7wj6g 10 ай бұрын

Is there anyone know how to hide customer contact between different sales

@minor-co 10 ай бұрын

I'm not sure I understand?

@AraFat4201 10 ай бұрын

Hey, your video is good, And can easily be seen by everyone, but you need to use the right tags to reach everyone because your video tag is not perfect, A perfect tag increases your video view & subscribers. thanks

@minor-co 10 ай бұрын

Thanks for the tip!