How to set up your Pipeline and stages in Pipedrive (UPDATED VIDEO AVAILABLE)

[@minor-co]

WATCH THE UPDATED VERSION OF THIS VIDEO HERE: kzbin.info/www/bejne/amW4eZ5thZyfrrM

[@ideationstation]

This was a handy video. We try and make contact with client's at least 12 times weekly from the time they buy. We will now just make those activities!

[@minor-co]

Glad I could help :)

[@ideationstation]

@@minor-co another question Paul, can activities set up be automated. Could the 12 contact sessions be automatically set up a week apart once an invoice has been processed in Xero for example?

[@suzannethomson4613]

Thank you Paul for a great video 😊

[@minor-co]

Glad I could help!

[@AY-ln1mk]

great video!

[@minor-co]

Thanks!

[@MuhammadUmarJavaid-t4f]

Hey Paul, Thanks for a great and informative video. I have got 7 pipelines set up for 7 products (all having similar deal stages). Can you please guide me, how can I merge all the pipelines into ONE MASTE PIPELINE?

[@minor-co]

I'd do this by navigating to the deal list view, then sorting by deal stage. From there, you can bulk select deals in each stage and use the bulk edit options to move them to your new desired stage/pipeline.

[@MuhammadUmarJavaid-t4f]

thanks man @@minor-co

[@timothymiller2557]

Hi Paul, Enjoyed the video very much. Tried to connect at your link above but not working. I'd like to discuss a project with you. Tim

[@minor-co]

Hi Timothy, sorry about that, please try contacting me here: paulminors.com/contact/

[@SharnFranghiadi]

Great intro. I'd like your opinion on our set up as I have an active pipeline set up much as you demonstarte, but also an inactive pipeline where we store clients on a waiting list (with a predicted start date) or on hold (with a recontact or restart date).

[@minor-co]

Hi Sharn, thanks! The only issue with moving deals to an inactive or holding pipeline is that this will skew your reporting. So when you look at conversion rate, or progress reports, it won't include date from the deals you've moved so the reports won't be 100% accurate.

[@StanleySportsUK]

@@minor-co we have a very similar issue. Some of our customer take months to process the purchase (academic institutions as an example) whereas many customers the whole process can often be completed in a matter of days to a week or two. So we don't clog the pipeline (and can use the rotting function) I have created two pipelines. One for regular sales process, the second, for a "cold, but not NO" client who we know is going to progress through the stages really slowly. Is this wise, or is there a better way? Many thanks

[@donttripoverit8095]

How can I transfer my leads with their stages, into Go-highlevel? may you send me link you may know?

[@minor-co]

I'm sorry I don't have any experience with Go-Highlevel but I assume they have an import tool you could use.

[@fredjacobs6484]

Hi Paul, And thanks for all you videos - very clear and professional. We have number users working for different countries. How to assign particular countries to the users? Did you mean that in this case need to create multiple pipelines? For example: 1 user works with Spain, Italy, Portugal, another works with Germany, Austria, Poland and all this countries where mentioned an excel file before importing. Thanks

[@minor-co]

Yes, you could create multiple pipelines. Or if you're on the Professional plan, you can create teams of users.

[@JoseReyes-ee8le]

Hey Paul. We usually have clients that pay with a 30 day credit after they receive the products. Should I add a stage in the pipeline that indicates that the client has already paid? Or should I just click the "won" button after they pay? This just to have a more controlled information of the income? thank you for your videos, they're really great

[@minor-co]

Personally I click the 'Won' button after the payment has been made. That way I know the deal is completely done and money is in the bank.

[@andrewsharp9927]

Totally binging your PipeDrive videos - thanks for putting out such great content! Wondering if you have any suggestions on delegating deals to sales people? We have a VSL with a call to schedule an appointment at the end - is there a way to round robin assign these to sales people or easily drop them into a stage where they can get picked up by first come first serve? Any other ideas welcome - TIA!

[@minor-co]

Thanks Andrew. A round robin system can be set up via Zapier. Alternatively, you could drop all new deals into a stage and the sales team can claim a deal by changing the owner to themselves.

[@andrewsharp9927]

@@minor-co Thanks, very helpful!

[@pacificsolar554]

Hi Paul Thx for the great videos. My question today is: we have a contracting business that has two arms (residential and commercial). We are considering setting up two separate pipedrives so we can track each business separately, is this the best way forward in your view. Note, We are paying for professional so we do also have access to teams.

[@minor-co]

Do you mean two separate accounts, or two separate pipelines? I'd suggest keeping everything in one account to simplify billing, but use multiple pipelines or even a custom field to differentiate the different types of business.

[@austinvaughan8520]

@@minor-co we are assuming to setup 2 x pipelines within our account. #1 for residential Solar #2 for Commercial Solar. Thanks for the quick reply Paul. Much appreciated

[@dianamariesarmiento9659]

Hi paul, I need your help - is there any way I can hide the 3 stages I have - since its already automated I'd like them to hide so my team wont triggered to send in bulk.. lEt m know please

[@minor-co]

I'm afraid stages can't be hidden. You could delete them. But you would need to move the deals to another stage first.

[@TorbenSauer]

Paul, thanks for the great video(s). One question, we are using resellers - they have their own leads that we would like them to report on towards us within PIpedrive but they are not allowed to see each others leads - how to do this best?

[@minor-co]

In the user settings there are options to change the visibility of deals to that only the owner of that deal can see it. I'd recommend playing with these settings.

[@TorbenSauer]

@@minor-co Appreciated and keep up the great work !!

[@fzr69]

Hello Paul, about not having a WON stage - what if I have won a deal but I want to have some automation added to this deal after it was won, like one or more followup calls/e-mails? Or simplier, I have won a deal and now I need to send the invoice and I would like to have a task „Send Invoice” added and after sending the invoice maybe another task?

[@minor-co]

You could still do this without a won stage. Your trigger would be 'Deal Updated' and conditions would be 'Deal status has changed to won'. You can then set up your desired actions.

[@maxmueller3611]

Hey Paul, thanks for the introduction on pipeline and stages. I think so too, that pipelines tend to become too exhaustive in the number of stages and believe we have a similar issue, which brings me to my question. How would you include a free trial in the sales process (and the account management process of the free trial)? Right now it feels like the pipeline just has too many stages because of the various stages of the free trial. any suggestions?

[@minor-co]

I guess one option is to have two pipelines. One for your free trial and then another for the sales process. Would that work?

[@swe80]

Hi Paul. Do you have a video on how to use the filters? I've tried using it but find that I cannot do a step by step filter. Is this possible? For example - I first would like to filter by owner, then by company (which is set as a custom field) and then by Service (another custom field). We have a number of sales people and different services and that leads to numerous permutations and combinations. Creating a custom filter for each of those combinations would be tedious and the filter drop down would look large and cluttered. Is there a way around this? Grateful for your help. Thank you.

[@minor-co]

Sorry, I don't have a video on filters yet. I'm not quite sure what you mean by "filter by owner, then company". Normally a filter is used to find deals/person with AND/OR conditions. e.g. show me deals owned by Paul, assigned to company X with Service of Y. If you can reach out to me here, I can try and help more: paulminors.com/contact/

[@lilianakunna1537]

completed

[@minor-co]

👍

[@marknielsen4494]

Terrific Videos Paul! Question... do you have any suggestions or guidance on pipeline setup that involves an ultimate goal (deal won) that occurs on a predetermined date. For example, let's say there is a big event happening 3 months from now and we are wanted to sign up vendors for reserving a tradeshow booth. There are a handful of logical stages that lead up to the event date. Some of them must happen a specific time leading backwards from the event date. So some of these earlier stages represent a set of cutoff deadlines (like 1 week prior a contract must be executed, or 30 days prior to event a reservation must be made with deposit). It seems like a creative use of stages and/or activities are needed. Suggestions?

[@minor-co]

Hi Mark, yes I think you're on the right track. You'd need to think about how to use stages and activities to manage this process. But to get the dates set up correctly, you'd probably need to use Zapier to create the activities so it can set the dates based on the event date.

[@XxStupendousManxX]

@Paul, if there are two deal types that can use the sales process/pipeline, but one type takes more activities/time per stage (weeks instead of days), can reports be filtered by a custom properties to strip apart time in each stage for the different deal types?

[@minor-co]

Yes, you can filter reports so you could show only deals with a certain type. I assume you're using a custom field to set the type?

[@XxStupendousManxX]

@@minor-co That would be the idea - it is the one detail that would allow a single instead of 2+ pipelines.

[@profesfirma6590]

Hi Paul, thanks so much for such a dose of knowledge! One question - I know Pipedrive can be a great support for sales teams, but can it also work for managing prospecting and marketing activities? If so, is it worth having two separate pipelines (marketing pipeline and sales pipeline)?

[@minor-co]

Yes. Although instead of a separate pipeline, I'd recommend using the Lead Inbox. It's designed to help you manage your leads through the prospecting stage of your sales journey.

[@DaveMellis]

Has anyone connected Desco's Electronic Service Control, a sequel server based program, to Pipedrive? ESC is an excellent business software that does all our quotes, inventory, scheduling, ect but it is not cloud based and thats where the problem is.

[@minor-co]

Not that I know of, sorry.

[@anilkoditkar9344]

good man..pl go slow..

[@minor-co]

Thanks for the feedback!