New productivity-boosting features on the PipelineDeals Deal Profile pages are empowering users to close deals even faster. Here’s how.
PipelineDeals’ Deal Profile page provides a snapshot where you can track each deal’s progress on its own page featuring the right data to help you work smarter. There are 12 standard data fields and options for customization.
Our Product and Engineering teams recently revamped the functionality and design of this powerful page to improve workflow and visibility — to help you close more deals. I was joined by PipelineDeals’ Product Designer Keith Brandtjen to showcase the exciting Deal Profile updates and how it can be a productivity game changer for our customers.
Watch the webinar recording now. If you’d prefer to read a full transcription, please scroll to the end of this post.
Highlights of the Deal Profile improvements include:
The Deal Profile page is now responsive.
This update makes it much easier to view the web-app on a variety of screen sizes by allowing the elements within the page to respond to the page size and stack on top of each other when needed.
Deal Details section:
Overall, the components used on this page are more modern and are streamlined so they are easier to work with.
- Stage: The deal stage has been added to the top line details because it’s extremely important to know where this deal stands within the context of your whole pipeline.
- Deal intelligence fields (Grow plan): You’ll notice a new field below the current stage though. This is a deal intelligence field that all of our grow accounts will be able to see. It tells you how long the deal has been in this current stage. This is very valuable in order to understand where deals might be getting stuck in the pipeline.
- Days active field: On the old profile, this field was called ‘Age’ and started on the day the deal was created and continued to count as long as it was in your account. We have updated this field to make it much more valuable for you. First, this counter starts running not when the deal is created but when it is moved into an active stage.
- Lower deal details section: We have not added anything new in this section. We have just rearranged the fields within it and made them easier to read, left to right and top to bottom.
This component has been redesigned to allow for better visibility into the people attached to deals. On the old profile, people were represented by dots and you had to scroll through each one individually to see who they were. Now all users are displayed via the main business card or the table, if there are more than 3 people attached to the deal.
- Filtering and sorting: The Name and Title columns in the People table are sortable and filterable, and you can easily search for the person you are looking for.
The layout and design of the agenda component has been updated. This makes it easier to scan and read through while also displaying more information.
- Filtering: You can filter your agenda by Time period which you were not able to do before.
- Events: Events will also show what time they start at.
- Actions: When you hover and click over an agenda item you can perform any of the other important actions including complete, postpone, delete, or edit.
Activity Feed section:
The UI and functionality of individual activities has been redesigned to make it easier to scan through activities and read them.
- Deal intelligence fields (Grow): We have added two new deal intelligence fields that were previously only on the deal list view; First activity & Time since last activity.
- Activity Feed Filters: We’ve added the ability to filter by time period and by people.
An improved design provides Sorting and Filtering available on columns and allows you to search for a file.
Our customers also asked us some very valuable questions during the webinar. Some of the top questions asked were:
What are Multiple Sales Pipelines?
With Multiple Sales Pipelines, you can accurately track multiple sales workflows for all of your different processes, products, and services. Boost productivity as you keep track of every opportunity and manage post-sale delivery process with ease. If you’d like to watch our Multiple Sales Pipelines webinar, click here.
Develop plan includes two Pipelines. Grow users have access to five Pipelines. If you’d like to upgrade your plan, simply ask your admin to call Customer Care at +1(866)702-7303, or email email@example.com.
What is the Grow Plan?
The Grow Plan is our full-featured plan that helps you automate processes and use advanced analytics and email solutions to boost business growth. Powerful sales tools such as email automation and campaigns, task automation, sales intelligence, and multi-currency reports are only available to Grow users. Click here to view a PDF that outlines all Grow features.
Do you have Customer Management Features?
Yes, we do! Building and nurturing your relationships with existing customers is just as important as getting new leads. With Customer Management features you can manage your relationships in one place to effectively grow your accounts. You can also utilize Multiple Sales Pipelines to track different services, such as Sales and Expansion deals. Customer Management features are available to Develop and Grow users.
What are Automations?
Automations is a Grow plan feature that allows you and your sales team to spend more time selling and less time updating. You can set up recurring deals, do bulk data uploads, create “next step” suggestions, and more. We created a helpful Automations Playbook to help get you started, as well as a great video covering 3 Ways to be Super Productive with Automations.
To learn more about Deal Intelligence fields, Automations, and how PipelineDeals can help your team close deals faster on our Grow platform contact Customer Success at firstname.lastname@example.org.
Try PipelineDeals today. Get started with a 14-day free trial by clicking here.
Full Transcription of Deal Profile Webinar
Title: Deal Profile Q&A Webinar
Speaker Names: Annie Myrvang and Keith Brandtjen
Speaker1 Annie Myrvang: Good morning, everyone. Thank you so much for joining. This morning’s webinar. We’re just going to wait another minute here for everybody to join on and then we will get started. Thank you so much for your patience.
All right. Good morning everybody. Thank you again for joining this morning Deal Profile Refactor Product Tour and Q&A session. Just to introduce myself my name is Annie Myrvang. I’m a customer success manager here at pipeline deals and I’m joined by product designer Keith Brandtjen. Today we will be taking you guys through a tour of our new Deal profile page and making sure to answer all of your questions around any changes and updates that we’ve made to the Deal profile page. So, a couple of quick housekeeping items first off, this webinar is being recorded and will be sending out a recording to anybody that registered for the webinar later on today. Second if you have any questions as we’re going through the webinar today, please don’t hesitate to drop those questions into the Q&A box, my lovely colleague Lisa Bradley who many of you probably know. She’ll be answering some of those questions via chat as we go through the webinar and we’ll have time to address additional questions at the end of the product tour.
So first off, I would just love to say how truly thrilled I am by the awesome turnout for this special product release webinar. It’s so awesome to see so many of you joined here today. We’re really happy that you guys have joined us. So today our product designer Keith will be taking us through a tour of the new Deal profile page.
Really just to make sure that everyone is up to speed on the changes the benefits to the new profile page layout some of the key differences between the old and new pages. And then as I said, he and I will also be addressing your questions during a Q&A session. Our team here at Pipeline Deals has worked really hard to make what we believe are some really positive improvements and updates to the deal profile page really in order to enhance productivity and the ease of use of our platform.
So, I’m really excited to show you guys the changes. This week we are rolling out the Deal profile pages to all Pipeline Deals accounts. So, most of you guys will have probably seen the new Deal profile page take effect on your account. If you don’t have the new Deal profile page yet. Don’t worry.
Don’t fret. Later on, this week you will have those enhancements. We’ve been doing a tiered roll out. So, I’m going to now turn it over to Keith who’s going to take us through the Deal profile product tour. So, Keith it is all you.
Speaker2 Keith Brandtjen: Thank you Annie and let me just share my screen here.
All right, Annie can you confirm that you can see my screen.
Speaker1 Annie Myrvang: All looks good.
Speaker2 Keith Brandtjen: Awesome. Okay. So again, thank you Annie and hello everyone. Thanks for joining us today. I’m going to be giving you a tour through the new Deal profile page and pointing out some important updates and changes on this page.
So, on our very first look at this page, you can see that it looks quite a bit different. We had two main goals when redesigning this page from kind of a front-end perspective one was giving this page a more modern look and feel and then two to make this page more efficient and easy to use so that you can close more deals because really that’s what it’s all about.
So, these pages are packed with a lot of valuable information. So, our goal was to create a better emphasis on the important information and make the data easier to read and digest. From a design perspective this meant restructuring the information architecture and creating more white space on the page while also adding functionality that will make you more efficient.
So, let’s jump right in and take a look. The first thing I want to point out is the responsiveness of the page itself. Hopefully this works with my screen share, but as you can see, I can shrink or maximize the size of this page and it will. And it will the elements within the page will adjust accordingly so I can continue to shrink this down, which is great for those of you using different screen sizes, or if you’d like to have two browser Pages open at the same time these elements on the page will end up stacking upon themselves so that you can still do your work on any screen size. So that’s a really great improvement from what we had before. Going right into the deal details.
We have kept this top line here. Mostly the same. We believe that these data points are the most important to your deal. And that’s why they have the most emphasis at the top of the deal detail section. Amount and expected close are really the same. No new functionality here. Just some improve interactions. Moving into the first new element here.
We’ve added stage to the Top Line deals because we know it’s extremely important to know where a deal stands within the context of your whole pipeline. You’ll notice a new field here below the current stage though. This is a deal intelligence field, and this is actually only available to our grow accounts provide some really valuable information.
It tells you how long this deal has been in this current stage and this is really valuable in order to understand where deals might be getting stuck in your pipeline and looking at what stage they’re getting caught up. What stages deals are moving through quickly. So that’s a really nice really nice update there for this deal intelligence field and when a deal is moved to the won or lost stage. This can move slightly; this changes a little bit. I’m going to move to a different tab here to show you what a won deal looks like. You’ll notice here now that the stage is won on this page that these changes from how long it’s been in the stage to how to where it was previously.
This is another important data point because deals don’t always move directly through the pipeline and this can give you insight into what point the pipeline into what point in the pipeline deals are becoming lost or won. I’m going to jump back here to this original deal. Moving on I’d like to talk about the days active field.
This is slightly different in the old profile. This used to be called age and started on the day of the deal was created and continue to count as long as the deal was in your account. We have updated this field to make it much more valuable for you. First, this counter starts running not when the deal is created but when it is moved into an active stage, so if the deal is sitting in this non-stage, this will not start counting until it is moved into an active stage. Once it does it will keep track of how long this deal has been active. Then at the point that this deal is closed either won or lost this field will change so I’m going to go back over here to this one deal and show you here on this other deal. Now that this deals been won, it no longer says days active it says time, it says time to close and has that amount of days and this will stop on the day that this deal is won. As a user, this is extremely valuable because you can get an accurate average of how long it is taking to close deals, which sales reps are closing the deals fastest or which deal types are being won or lost the fastest.
These are very actionable data points. And finally, you can see a banner here at the bottom of this field that tells you when this deal was actually created.
That’s kind of an overview of these top-line deal details here. Moving on to the lower detail section. We haven’t added anything new in this section. We have just rearranged the fields within it and made them easier to read left to right and top to bottom the components here use our more modern and have a better kind of look and feel to them but have the same functionality that you’re already used to.
So, I’m going to move on to the people component now over here on the right. This was one of the larger redesigns we did because we heard from a lot of you about the pain points associated with this area on the old people, on the old profile people were represented by dots at the top of at the top of the box and you have to scroll through each name in order to see who is associated with this deal.
Our goal is to give you better visibility into who is associated with this deal while all you also using the components that you are already familiar with using. So now as you can see all people are displayed via the main business card or the table or within the table below it. So, on a, if you have a deal that has anywhere from one to three people associated to it. All of them will be represented in these full-size business cards. Once you get beyond three people associated with a deal like we have here. The primary contact will be displayed here at the top of via this full business card and everyone else will be displayed in the table. To view the full contact information of anyone on this table all you need to do is select this business card down here and there full information will pop up the same thing you’re seeing for this primary contact up above and you have all the important information and actionable links in order to be able to perform those important actions. Also, from the business card, you can also change the primary contact just by selecting this button and if we select this, you can now see that that person has been moved up to this top business card and is the primary contact. Another really important piece of functionality here to again just help you be able to locate the exact person you’re looking for associated this deal. We’ve added this ordering and filtering capabilities to the name and title columns. So if you want to sort on filter or sort on title you can you can also do the same thing on the name column or you can simply do a search and look for just a specific person. This is really valuable when you have deals that may have a lot of people associated to it. So again, just a lot of really great improvements here to this to this component.
Next, I’d like to move on to the agenda component just right down here below on the right. The agenda of the component is really almost identical has almost the identical functionality to the old agenda component. There are a few important things important things to point out though, the layout and design of the agenda component has been updated just like everything else.
This makes it easier to scan and read through while also be able to display more information. You can now filter by time period which you are not able to do before. This makes it easier to locate, you know specific tasks or events, you know, possibly for even longer deals If you have a large template that’s being displayed. You can really locate just the most important ones that are you know, do this week or farther down the road or at any time. So that’s a nice addition there. When interacting with specific tasks or events, you can do that by clicking on the agenda item itself. You have your same actions here marking complete postponing editing deleting. Those are also available from there and again your actions are all available here from this plus button the same way they were before you can add a new task or event and any of your templates that are created in the background are available here as well. So, like I said really, you know, not a whole lot of new functionality here just an improved interface in order to react in order to interact with these tasks and events.
So now I’d like to move on to the activity feed. This is a really exciting area to talk about. There’s a lot of improvements here because we really do know how important the activity feed is to working a deal. You know, it really is what keeps you up-to-date and have a full understanding of what is happening on this deal.
So, the first thing I’d like to start at is the this very top section. These are some more deal intelligence fields that were previously only available on the List View and these our first activity and time since last activity. These are also two intelligence fields that are only available on our grow accounts but provide some really great information. The first thing I’d like to point out for both of these is the type of activity that these, these look at. So, these activities the first activity in time since last activity both only count user added activities not deal updates. So, deal updates include things like, stage changes, owner changes, amount changes things like that that doesn’t count. These really are trying to look at is you know, when was the first activity you had as a user with this deal? And when was the last time you interacted with this deal? So, it’s pretty clear here, but the first activity records the date and time when the first activity was added to a deal. It also says how long it took to add the first activity from when the deal was created, and it is a good way to measure how long it is taking to make the first contact with the lead and if that timing is contributing to sales success. Over on time since last activity this keeps track of how long it’s been since the last user act added activity was added to a deal and it helps you understand which deals haven’t had any action or interactions in a while and maybe worth reaching out to you again. We understand how important it is to have contact with people and not letting you know deals go cold and so this is a really good way to know how long it’s been since you’ve really had some Bible activity with these people with this deal. Moving down the activity feed just slightly. We have the filters on the activity page. We’ve added the ability to filter by time period and we’ve also added the ability to filter by people.
So, these filters, can help you locate activities during a specific time period and or with a specific person order in order to get the most valuable information for yourself. On the main activity feed, you’ll notice here that we have these new tabs at the top. And these are four sections that help you look at specific activities. This is just another way to only do the activities that you need to see or to find a specific activity. First of all, we have our all tab here and as you might guess this shows every type of activity that’s been added for this deal. Next you have activities, these are only activities that have been added by users on the count so use activities that are actually written by users. Next, we have email, and these are activities either with the category email or if your email is synced will display emails from users associated to this deal.
Finally. We have a deal updates which is what I was talking about before and these are sort of system updates that can happen like, you know stage or a pipeline change owner change amount change and more.
So yeah, that’s the kind of tab sections. They’re moving down. We’ve got adding an activity really not a lot has changed when adding activity. This is really similar just again a nice update and refresh to the screen here. So, things are a little more clean and displayed all the same functionality. Your ability to notify users and tag them is still down here. You can either do that from this section or we do allow you to be able to do that via just adding them up in the top section.
Moving down to the activities themselves. We’ve moved these icons over to the left side. So again, you can quickly sort of denote what type of activity you are looking at whether it’s an email, an activity added by user, a deal update. They’re really easy to kind of get a quick snapshot of what those are just by scanning. And then on the activities themselves are a few sort of functional differences when add when interacting with them. So one you’ll notice when you hover over it, you can see that you’re hovering over an activities by clicking on an activity itself it then exposes the comments and files that may be associated with this and we also give you an indicator here that this activity has comments and files associated it. So, if you have files associated, you’ll see this little paper document and how many and then also how many comments represented by this little bubble up here. So when you open this up again, you see these you can then add new comments from here you can interact with the files apply tags down here and then this is also in this state is where you’d be able to edit or delete an activity as well. So once again clicking on an activity will expose that extra information. Finally, also if there is information that doesn’t fit within this single line, we’ve added a link here that will expose more information. So anytime an activity is too long to fit within this space we have this extra link down here that will show you the extra note content. So, it really makes this activity feed a lot easier to digest by not showing, you know a huge amount of information at once. It really just exposes the right information to you and then if you want to see more you have the ability to open that up. So, another really great benefit here. You’ll notice if I scroll down the page and I get to the bottom of the activity feed on the old deal profile page. You used to have to load each sort of section of notes one by one. So there used to be a link down here that would say load more notes or excuse me load more activities at that point another section of notes would be added, and your page would become much longer. So, in order to scroll up and down the page, you have to scroll through 20 activities versus 10. So, we’ve added pagination to this page. So now this component itself scrolls and so you never have to click to add more activities. You can just scroll through them and they will load. So anytime I get to the bottom of this page if there’s more activities they’ll continue to load. And this is really great so if you’re at, you know wanting to scroll back a couple weeks and view activities, you can still quickly and easily scroll to the top of the page and access other important information. So just a really nice kind of interaction change they’re on the activity feed to make it easier to look at and update. So really happy with the with a lot of the improvements here on this activity feed especially these deal intelligence fields, which have a lot of really great information.
So, moving on just a couple more new items on this page, I just like to quickly talk about Custom Fields. Again, we haven’t changed any functionality here. Just an update to the components an update to the components involved that just have a better kind of look and feel to them. You can see here. They’re just really, they’re easier to work with have a nice kind of modern look and feel to them but while keeping this functionality of the same exactly what you’re used to and know to make it still very easy to work with.
Finally just to point out some differences with files on the old files component you were able to sort by these column headers, but it’s now a little bit clearer and easier to do so you can still do that and then we just we’ve heard from quite a few of you that you know, lots of times these deals can really be filled up with a lot of with a lot of files and it can be hard to find the right one and you be searching through pages. So, we’ve also added the ability to filter and this is really beneficial because you can basically search for a file within this. So, if I just want to search for a specific file, I can do that, and it will filter down and just show me those specific files. So again, just some really some nice additional functionality in order to be able to look at just the information that you want to see. And that really is it is a quick overview of this Deal profile page. I know I kind of covered a lot here, but just really wanted to give a nice overview of this and then I just like to point out, you know, we recognize some of these visual changes can take a lot of getting used to. We thank you for bearing with us and getting used to the new look of the new look and feel. We’re very confident there will be an improvement, but we always value your feedback, and while I got to show you all the new bells and whistles on the front end of all these things you can see. There’s even more improvements and updates that went on under the hood as well. These are things of course our Engineers would be much better at discussing than myself. But the reason I like to point this out is because those back-end changes will allow us to more easily make updates and improvements to this page you see here today. So, while we’re very proud of this refactoring update we feel that this page can constantly be approved so we value your feedback and input in order to make this the best user experience for you.
And then finally, there’s just some functionality appointed out here that is only available to grow accounts. You’re interested in any of these features. Please reach out to our customer teams or sales teams and they’d be happy to provide you with some more information. And now I yeah, I know a lot of you been asking questions as we go, but I would like to open it up.
Excuse me. And just open this up for some Q&A for anyone that has some questions.
Speaker1 Annie Myrvang: Keith thank you so much. That was a great overview of the new Deal profile and it’s just really fun to see more detail, the specifics to all the improvements that you guys have been working on. So, thank you. There are quite a few questions here in the question box. So, I think we’ll just jump right in. So, the first question here, does the days active automatically replace age on the deal filter pages? I’m thinking deal which to use. So, keep that’s a good question for you. So now the age is going to be the same on the deal list view. Correct? It’s still going to calculate just from the day that that deal was created in my corrective in that.
Speaker2 Keith Brandtjen: Yeah, I believe you’re right that age is still available on the deal List View. We just have changed what it what this calculation is on the deal profile. And just added I believe both that both of those fields to the deal list you as well so you should be able to look at age and like days active on the deal List View as well.
Speaker1 Annie Myrvang: Okay, great. And then here’s a good one. How many people need to be associated to a deal before it collapses into the list. So, I think you mentioned is it how many people is it before you see just the quick snapshot of their contact info?
Speaker2 Keith Brandtjen: Yeah, so if you have anywhere from one to three people, you’ll see their full contact information business card there on it. Once you have four or more, it collapses into that list view. So, you’re just your primary contact will be shown at the top and then your full List View and then your full table will be displayed below. Once you have more than 10 people that table actually breaks down into multiple pages and you’ll see a button at the bottom that will allow you to go to a second page where you’ll be able to view, you know contacts 10 through 20 on a second page.
Speaker1 Annie Myrvang: Okay, awesome. And then there’s a question here about additional contacts. So additional contacts are available on any plan that you’re on it’s not just on the grow plan. You can have multiple contacts associated to deals no matter the plan that you’re on. So just answer that question. Is there a way this is another question in the Q&A box. Is there a way to use the deals for more of a customer service/follow up with a client’s focus? I think that would be a great use for the for a multiple pipeline feature. I don’t know Keith if you agree with me there because I know you worked a lot on the multi pipeline feature, but you could use multiple pipelines to then track the deal as it moves into more of a project management phase so by either creating a new deal and just moving it into that additional Pipeline and then tracking that deal as it moves through each of those kind of client post service or sorry post-sale stages. So, I think that would be a great use in a way to use the deal deals profile deal profile in order to manage that post-sale relationship.
Alright, let’s see some other questions here, what a great question. Thank you so much everybody for joining and for answering questions. If you have questions pop them in the Q&A box. Let’s see. Can contacts be from different companies now? So yes, you can have contacts on a associated to a deal that are from multiple companies.
I believe that functionality is the same as from the previous deal profile page. All right. Let’s see. How do you delete or change mass agenda items on an account in the new system? So, Keith correct me if I’m wrong here, but I believe that the functionality is the same so for bulk updating agenda items you just don’t want to do that from the agenda list view. So, if you wanted to say bulk, delete a number of agenda items you could just do that right there from the agenda Tab and then select those agenda item.
Speaker2 Keith Brandtjen: Yeah, yeah, you’re right Annie. Right now, the agenda list view is the best place to do that. I will say that’s a point of feedback that we get quite a bit and is an area that I am definitely interested in looking into in order to be able to make an improvement to sort of bulk updates to agenda items within the deal profile page.
Speaker1 Annie Myrvang: Awesome. Let’s see. So, let’s see. There’s lots of questions here. I’m going to just kind of go through. Could the company code/reference be visible from the home page? I’m wondering if you’re referring to the company ID. Oh and on the deal profile page. That is a great question and definitely some feedback that we can pass on to the team that you’d like to be able to see the system. I guess Company ID on the deal profile but at this time that is not visible. I think I would probably recommend using a custom field if you wanted to track that information and then you could have that on the deal profile page.
All right. I’m just going to kind of go through here. And I did just want to note so this webinar was scheduled for 30 minutes, but we are totally happy to stay on and answer your questions. So, we’re just going to continue answering questions up until 9 o’clock.
Alright, let’s see here.
Is there an option to remove the decimal point from the numeric field in the custom Fields? So definitely that’s some good feedback Keith. What are your thoughts on that? I know there have been conversations around that.
Speaker2 Keith Brandtjen: Yeah, I mean I’d say right now there’s not just the way that that component is built out. It’s sort of a formatting piece. That is something we could look into I’d definitely be interested in hearing more about that. But as of right now that’s just sort of standard formatting that’s used for that component.
Speaker1 Annie Myrvang: Okay, sounds good.
Is there a way for text messages to show up in the activity feed so at this time? No, there’s no way to have text messages show up on the activity feed. Probably I think my best suggestion would be a copying pasting into an activity. This info I enter on the home screen or people screen automatically transfer to the appropriate place on the deal screen or will that require duplicate entry?
So, I believe. So, if you, if the person is associated to that deal if you add details activities on that person profile you should see that on the deal profile page just in ensuring that they are actually associated to that deal. But really if you’re looking to get that full snapshot of all the information on we’d probably want to that just from the company level that way you’d see any information that was associated to the person and also to the deal at all bundles up to the company level.
Alright another question here. How do you remove a contact from the short/collapse list on the deal profile page? So, Keith, I don’t know if you want to share your demo account again and just show how to remove one of those contacts.
Speaker2 Keith Brandtjen: Actually, that is a fix that we are working on at the moment. I actually right now there’s not a way to do that and that is something that came out of some of this very initial feedback. And we realizes its crucial to be able to add and remove people so that is something that we’re going to be probably deploying a fix for here very soon.
Speaker1 Annie Myrvang: Okay, sounds great. Thank you.
So, there’s a question here. Can we get some more options for follow-up tasks maybe quarterly? So my suggestion here would be to use maybe some sort of template, a task or to-do template or you could have templated out to dues and say, you know after X number of days by this task after X number of days apply another task. So, I would definitely just use tax and task templates. If you have questions about if you have questions about any of the terms or things that were mentioning, please don’t hesitate to reach out to our customer care team. They’d be happy to help you add some tasks and to-do templates.
Speaker2 Keith Brandtjen: Annie, I just saw a question here about pasting in the in the activity box. Thank you for pointing that out. And that is another fix that we are going to be deploying here and just hopefully by the end of the week just one of those very weird things that’s come up and we’ve taken note and we have a fix in the works and should be fixed here just within hopefully the by the end of the week.
Speaker1 Annie Myrvang: Awesome. Sounds good. There’s the question here. Is it true that some activities can be deleted, and some cannot? Keith do you want to speak a little bit to deleting activities.
Speaker2 Keith Brandtjen: Yeah, I believe that activities that are that were written by a user there were written by yourself can be deleted but system updates like, you know, if a deal amount was changed or the owner was changed those sort of deal updates those cannot be deleted. Those are kind of a permanent record but activities that you have written yourself. I believe can be deleted.
Speaker1 Annie Myrvang: Yep, that’s my understanding as well.
All right. Can you reset the days active stage by moving it back to a lower stage? I believe you said stage. None is what tracks from?
Speaker2 Keith Brandtjen: Yeah. Yeah, I can answer this one. So, the way that that day’s active works is yeah, if it if this deal is created and starts off in the none stage it will the days active will remain at zero. If once you move it into an active stage that days active will start counting. If you move it back into that non-stage, days active will not reset it will stay at where it was but will not continue to count for. So as long as let’s say that deal was at five days active and it was moved back into the non-stage. It will then stay at 5 until it’s moved into an active stage again, and the same thing will happen if a deal for some reason was moved into the won or lost stage. If it was at 5 days active it will say time to close five days. But if you move it back into an active stage, I’m not sure why that would happen. Then it will start counting again from that 5 that 5 days. So, the counting the days active only counts while the deal is in an active stage, but it will not reset.
Speaker1 Annie Myrvang: Okay, sounds good. Thank you, Keith. So, there’s a question here. What is a Grow account? That’s a good question. We’ve kind of been using that term a lot today. So, a pipeline deals we have three different tiers start develop and grow. On each of our different plans there’s different functionality. The Grow plan is our highest tier and includes all of the features that we have to offer and a lot of the features that we looked at today including those deal intelligence fields that we’ve really brought to the Forefront. Those are available on the Grow plan. The multiple pipeline feature that I discussed so adding additional pipelines to track different processes or post sales process. That is also a feature that’s available on the Grow plan. So, if you’re interested in upgrading to Grow or learning a little bit more about it. Please don’t hesitate to either reach out to myself or member of the customer care team, and we’d be happy to answer any of your questions about Grow. All right. Let’s see some other questions here.
Speaker2 Keith Brandtjen: Annie I saw another one in here that you know. Is there a way to use pipeline beyond the sale looking at task management after the sale through install, etcetera is this is that a possibility with Pipeline? And again, I think there’s two possibilities so one is our sort of custom customer management features. Which is available on our developing Grow plans and that allows you to convert a company into a customer and there’s some extra sort of added sort of account management features there that come when you create when you make a company a customer, but I also think like Annie said earlier are multiple pipeline functionality is a really great way to do this and that allows you to create different pipelines with different stages and so I think for this example that you’ve asked about here is you could have a pipeline for your sort of sales process and then create another Pipeline with a different set of stages for that post sales process. Whether it be install or whatever it might include and with those two pipelines, you can then move a deal that was one in your sales Pipeline and you can either move it or copy it into this post sales Pipeline and track it as it goes through the second Pipeline and based on how you move it whether if you copy it you can still have record of all those activities that happened in the original sales process as you go through the post sales. So, I think that would be a really great way to accomplish that.
Speaker1 Annie Myrvang: Awesome. Thank you, Keith. All right.
Is there a way of assigning new own a new owner for a company and they automatically assigns the deal and the people instead of opening each deal people and changing the owner individually? So, I believe the thought process behind that is that you know if you have your tons of records going in the system.
If you were to reassign the owner of you know, one record wouldn’t necessarily be wanting all of the deals associated to say that company should be reassigned as well because you could have multiple reps managing multiple deals, but offer the same company, so, you know, definitely I conceived the use case behind that but not at this time, there isn’t a way to do that.
Let’s see here.
Under activities, is there a way to have more than three options for the one click activity? So, there are three options per activity type. So, you know for if you have an activity type for call you can have three different one click activities for that activity type and then if you were to choose, you know in person needing as or any other different activity type you’d have three different other one click activity options. So, I think I would just probably recommend creating some other activity types if you need to but right now, we just have the 3 one click activity options.
All right. Just kind of going through the questions here.
So, can you explain the templates for when you make a deal how to automate processes when a deal is made?
So, the best thing that I would recommend in this case is to utilize automations. So, automations are available on our Grow plan. You can use automations to trigger. To-do template so we kind of talked a little bit about to-do templates, but you can have an automation that says when a deal is created, apply a to-do template or when a deal moves into a specific stage apply it to-do template at that stage and then that to-do template like I said could stay on day Zero when that deals created, you know have an initial outreach call or something like that. So, I think the templates and automations using those in conjunction would definitely be your best bet for that.
So, there’s a question here. Keith maybe you can kind of speak to this. Do you plan on making similar changes to the company’s next? So, we the Sorry, Keith do you want to answer that one?
Speaker2 Keith Brandtjen: Yeah. Yeah, of course. So yes, that’s definitely the plan. You know, I have a hard time giving an exact timeline, but that is our ultimate goal here is to update all of the profile pages with these updates, you know, each page has some differences but a lot of similarities so, you know now that we’ve done this large refactor for this deal profile page. It’s going to be a lot easier to bring these changes to the company and people Pages as well. So yes, that is on our roadmap to bring these changes there as well as making updates to any kind of unique components to those pages.
Speaker1 Annie Myrvang: Awesome. Thanks.
All right. Is there a way to take away the owner? It’s confusing for our team. I understand that they’re person entered the data on, but they shouldn’t necessarily own the deal person or company, so at this time, there is no way to remove the owner from a deal person or company. I understand the kind of pain point around the terminology of just having one person own the deal but just so long as those other users can see the deal or the person or the company record. They can edit it or go in to make adjustments or changes. The way I’ve seen some people also kind of they’ll use a custom field to add collaborators or you know to kind of track who else might be working on that deal. So that’s the option that I would suggest at this time and I don’t believe we have any plans to remove the owner option.
Speaker2 Keith Brandtjen: Yeah, and Annie I mean correct me if I’m wrong, but I do believe that companies and people do not have to have an owner. I believe that it’s deal and I think that’s just related to some specific functionality related to deals that they kind of have to have that owner. But yeah, I do agree either adding a custom field or you can also share deals. You can also share deals with other people beyond just the owner and that’s accessed via the there’s an actions menu on the deal profile page and in that drop down you can see share and that allows you to basically have like collaborators on it and those. People that you share the deal with will actually display in the deal detail section as collaborators and so you can have more than just that one owner. The owner will still be listed there, but you’ll also see collaborators on this deal as well.
Speaker1 Annie Myrvang: Awesome. That’s a great suggestion key. Thank you. All right. So, there’s a question. Go ahead.
Speaker2 Keith Brandtjen: I did see she wanted to say if I understand your explanation deal stages 0 and 1 are not active stages if, hopefully I’m understanding this correctly but so there are deals every pipeline has stages that are 0% and 100% stages and those are used to represent. Usually you’re like you’re one and your lost stages, and yeah, those are not counted as active stages. So, at the point that you move a deal into the either 0% stage or 100% stage, it is no longer considered active.
So on the deal profile page, you’ll notice changes like in the top deal details section instead of days active you’ll see time to close because we count those 100 and 0 and 0% stages as close stages and then you also have a stage that’s none which has no percentage associated to it at all and that is also considered a non-active stage. So hopefully I understood that question, correct and that answers it.
Speaker1 Annie Myrvang: Cool. Thanks, Keith.
So, there’s question we were talking a little bit about the to-do templates. Is there a way to assign the tasks to specific people by default? So, the way the task templates work you created a set of to-do items and then once you click to actually apply that template those tasks will be assigned to the user that applied the template. So, click to actually add in that task template. If you use automations, you can set tasks to be assigned to specific users so you would you know, I think that would be probably my best suggestion here would be if you do want different tasks to be assigned to different members of the team on the same deal just use automations to say, you know when this happens then assign the task to Joe Smith, when this happens assign a task to Melissa. So that would be that would be a good use for those automations there.
All right. There’s a question here not necessarily about the deal profile page, but I will just answer this question quickly. Are there any updates to the pipeline deals Excel integration in the works? So, I don’t believe that we have any major changes that are going to be taking place to the Excel integration. If you have questions or any issues with the Excel integration, please reach out to us. Yeah, the Excel integration is a great resource for you know, for those of you that are heavy Excel users and exporting lots of data from pipeline. So definitely check it out. You can access that from my profile settings under Microsoft Integrations.
So, there’s a question here. Is there a good video on how to use automation? So, I think that would really help me. So, our team’s been working really hard on an awesome automations Playbook. So, thanks to Lisa for her work on that and our marketing team for making it all beautiful but we do have an automations Playbook that’s really helpful. Kind of goes through automations what they do what you can do with automations really just the benefits. So, I can definitely share that with you Tiffany here after this webinar.
All right. There’s a question here. Sometimes I find it difficult to associate one file to a specific deal. Let’s see per instruction. I need to find a single name with the title of the deal. Is there a way to locate the code of the deal and then find the deal and associate the file? I’m trying to think here.
Speaker2 Keith Brandtjen: Sounds to me like it might be sort of an API question. Is that what it sounds like to you Annie?
Speaker1 Annie Myrvang: Definitely could yeah, could be Ernesto if you have questions about if it’s with the API, please don’t hesitate to reach out to our customer care team. They can be reached at customer care at pipelinedeals.com or just from that nice little question mark in the upper right-hand corner of your pipeline deals screen.
So, you should see that please reach out happy to help but I think that might be Keith you might be right on that one.
Speaker2 Keith Brandtjen: Yeah, I’m seeing a couple questions in here about being able to see who was notified on an activity and I guess just to answer that question is right now. No, there’s not a way to do that. But I’ve seen that a couple times in here and writing that down and some really great feedback and an important update that we could that we could make this in order to make those activities even more efficient. So, thank you for putting in that in there and I’m going to make a make a note of that of a great improvement.
Speaker1 Annie Myrvang: Sounds good. Then there’s question here the default on the agenda defaults to me after setting the drop-down to all users. Well, the agenda keep setting when you change from deal to deal.
Speaker2 Keith Brandtjen: Yeah, Annie I can take that one. That’s another one. That is a basically a bug that’s been discovered. And again, we have a fix in the works. Should be out if not by the end of this week, but if not by the end of this week sometime next week. Those filters on the agenda should persist whether you’re refreshing the page going between different deals. They will stay the same whatever selection you make they’ll stay the same from page to page. Currently right now, they do not but we’ll have a fix for that very soon because we know that likely you’ll want to set some sort of standard view on your agenda and will want it to stay there. So, we’re working on that.
Speaker1 Annie Myrvang: Okay. Thank you for that.
Will there be a way to integrate our agenda on with our Outlook calendar? So yes, we do have an integration with Outlook. You can access that from in my profile which is right there under your initials in the upper right-hand corner. Under my profile and then under Microsoft integration. You just choose the option there in the middle to sync up your calendar and your tasks so that will sync up tasks and events with your outlook calendar. If you have any questions or need help, there are some great resources within our knowledge base for kind of following the steps to enable that integration.
And there’s a question here. Will there be another meeting on this topic? We don’t have any additional webinar scheduled around the deal profile page, but we do have weekly New Year’s or training webinars that are a great resource. So, if you would like to join in any of those. You can add I can send out some information when I send a follow-up but no more. We don’t have any other deal profile webinars on the books, but we’re definitely really happy and thankful for all of the people that have joined today and all the enthusiasm around today’s webinar.
There’s a question here. Are all of these features added to the pipeline deals app? So, Keith, do you want to speak a little bit about that?
Speaker2 Keith Brandtjen: Yeah, so the look and the kind of visual updates will not take place in the mobile app just because they’re two different sort of interfaces. As far as some of the information, you know, some of the like deal intelligence Fields, days active things like that. No, we haven’t implemented those updates on the mobile application, but we’re always working to try and keep you know, the mobile application and the web app, you know in parity with each other. So, we will be working to fit those in wherever we can and keeping those up-to-date and just from kind of a technical perspective now that we have it here in the web application. It makes it a lot easier to build it there so I could definitely see us doing that in the future.
Speaker1 Annie Myrvang: Great. Thank you.
So, there’s a question here. Is there a way to change how the telephone Field is coded when within the deal or a person profile once to give the computer a telephone command and it doesn’t work with our click to dial program? So, Keith maybe you can speak a little bit to this book this my understanding that you know, that’s not necessarily something that we’re looking to change just because we have customers all over the world and you know, if we were to kind of set the code so that it had to be in a specific format. It wouldn’t necessarily work for our worldwide customer base.
Speaker2 Keith Brandtjen: Yeah, it’s true. I mean that’s a pretty standard kind of formatting just for web browsers in general. So being able to change that for a specific integration. It’s kind of difficult. I mean, I know we have a at least one kind of click to dial integration on our Integrations page, so I’m not sure if that’s the one you’re using but you know, I’m not sure about if we could change that telephone component now, but would be interested in hearing which in, not which integration which called the dial you’re using because I might be something we could integrate with in the future.
Speaker1 Annie Myrvang: Awesome. Thank you. So, we’re getting close to the time here. But I really just want to say a huge thank you to everyone for joining for asking questions. It’s been it’s been great. And I do also just want to say if you if you have additional questions. Our customer care team is happy to help they can be reached at 866-702-7303 or their email address email@example.com and they’ll be happy to answer your questions.
We will send out a recording of today’s webinar. So you can revisit that feel free to share it and I’ll also send out the link for additional webinars or weekly newest training webinars and for those of you that ask questions about automations or grow I can send some additional info to you as well. So, I think we’re probably going to wrap up here but if I didn’t get to your question, I will send you an email. I think we got the most, but I’ll make sure that we get to anyone who asked a question in the Q&A box will get back with you. So again, thank you so much. Keith you are awesome. I really appreciate you taking us through that tour today.
Speaker2 Keith Brandtjen: Thanks everyone for joining.
Speaker1 Annie Myrvang: Alright. Have a great day.