Comment filtrer les affaires gagnées dans Pipedrive ?

Apprenez comment vous pouvez filtrer les affaires gagnées dans Pipedrive en quelques étapes faciles !

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Comment filtrer et afficher les affaires gagnées dans Pipedrive

In this guide, we’ll walk you through how to filter and view won deals easily in Pipedrive.

1. On the left-hand menu, click on the “Deals” tab to open the Deals page.
2. Locate and select the deal you want to mark as won. You can use the search bar or browse through the stages of your pipeline to find the required deal.
3. Once inside the deal’s detailed view, look for a button labeled “Won.” Click it.
4. Return to your dashboard to confirm the deal is marked as won. The selected deal will no longer appear in the Deals dashboard.
5. To view your Won deals, click on the “Filters” dropdown menu.
6. Choose the pre-built filter option for “All won deals” from the dropdown menu.
7. After selecting the filter, Pipedrive will show you all deals that have been marked as won.
   
   

Note: You can also use the search bar to quickly find specific won or lost deals by typing in the title or even a partial title. This is especially helpful when you need to locate a particular deal without filtering the entire pipeline.

Decide with Your Team What Defines a "Won" Deal

It’s important to establish a clear definition of what constitutes a “won” deal within your team. This way, everyone knows the right point to mark a deal as won, ensuring consistency in the pipeline.

For example, does a deal become “won” when a contract is signed or only after the deposit is received? Clarifying this helps avoid premature marking and keeps your sales pipeline and post-sale activities better organized.

<span data-metadata=""><span data-buffer="">Questions Fréquemment Posées

Frequently asked questions

Learn more about using WhatsApp with multiple agents in your team

What is TimelinesAI?

TimelinesAI is a shared inbox for Whatsapp. With TimelinesAI you can control the communication with your clients and customers.

Does it work with Whatsapp business or personal numbers?

You can connect any type of Whatsapp number.

If I send messages via whatsapp in the mobile application, will they be synchronized in crm?

You can automatically sync all sent and received Whatsapp messages as activities on your CRM. The synchronization happens in real-time. It means that when you or your team send or receive a message via the number connected to TimelinesAI, the activity will be dynamically updated with the new messages.

Does it support group chats?

Yes, TimelinesAI enables your team to reply to regular and group chats. You may try it for free on the TimelinesAI app.

Will attachments (files, photos, videos) from Whatsapp get synced into Shared Inbox or CRM?

Yes, you may send all kinds of attachments from Whatsapp, including voice messages.

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