A Pipedrive follow-up routine for active inquiries
Use the pipeline view to review active deals, schedule the next action and check the reporting effect of moving a deal to another pipeline.
Before you begin
The short answer
Treat each active inquiry recorded as a Pipedrive deal as a queue for review: check its next activity, schedule or complete a follow-up, and use the Rotting feature to spot deals that have not been updated recently. Before moving a deal to another pipeline, note that Pipedrive says a deal can be in only one pipeline at a time and that deal-progress reports reflect movements within the current pipeline.
This routine is based on Pipedrive help documentation, not a hands-on test in a live account. The suggested review steps have not been shown to improve follow-up outcomes.
Review the active pipeline
Start in the pipeline that represents the inquiry process you want to review. Use the pipeline selector to switch pipelines, and apply a filter if you need to focus on particular deals or a time frame.
Pipedrive’s help documentation says deals are sorted by next activity by default. Scan the cards for the next steps that need attention; the Rotting feature can highlight deals that have not been updated recently. Treat that highlight as a prompt to inspect the record, not as proof that a follow-up was missed.
- Open a deal card for its full details, including activities, notes, email conversations, files and documents.
- Use the activity icon on a card to check upcoming activities.
1 supporting sources