How to simplify your pipelines in Pipedrive

A common mistake new Pipedrive users make is when they over-complicate their pipelines by having more funnels than there needs to be. I've had clients set up pipelines for different types of deal, products or geographic areas. The issue with this is that it's generally messier, it's harder to see all deals currently in progress and it complicates reporting.
You can simplify your pipelines by standardising the stages and instead, use filters to segment your deals based on things like deal type or product from your custom fields.
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[@lems18902]

Paul - I am so thankful for your videos. I have been using Pipedrive for my nonprofit for about 2 years, and your videos have unlocked so much potential and streamlined everything for me!

[@minor-co]

Thanks for the nice comment, I'm really glad they've helped 😀

[@emilytaiano1313]

This is very useful, thank you Paul! Quick question, how do you create the deal types?

[@minor-co]

Thanks Emily. This is a custom field. In the details panel, you can click 'Customise Fields' to set this up.

[@AY-ln1mk]

I had the same question! Type of deal would be a custom field that can be used for filtering when viewing the pipeline?