Pipedrive helps you close your deals through its activity-based pipeline functions.
To help keep track of your activities, the Pipeline View of your Pipedrive app organizes your deals by the priority of that deal's next-scheduled activity.
We organize your deals to show the deal that requires your immediate attention, depending on the activity you have scheduled for that deal.
Deals in the Pipeline View are displayed in the following order:
- Deals with a red icon have an overdue activity. This activity should be marked as done (if already completed) so that you can schedule another activity and continue working to close that deal.
- Deals with a green icon have an activity that is scheduled for later today, allowing you to see what deals will require your attention soon. You should make sure to do the necessary task, and mark it as done in Pipedrive when completed.
- Deals with a yellow icon do not yet have an activity scheduled. We suggest scheduling an activity, so that you can effectively track the progress of your steps to closing the deal.
- Deals with a grey icon have an activity scheduled for the future. Since the activity is scheduled for a time in the future, we do not draw your attention to it, allowing you to concentrate on other tasks.
If there is more than one deal that falls under a certain activity status (e.g. two deals with no planned activities), the deals will be ordered by creation time.
Some Pipedrive users may prefer to label their deals as being 'High Priority' or 'Low Priority' by using a single-option custom field. To create a deal-specific custom field, we suggesting reading about our custom fields here