A Pipedrive follow-up routine for active inquiries

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.

As a practical review routine, check each active deal for a useful next step. If one is needed, schedule an activity from the deal card; when an activity is complete, mark it done and decide whether another should be scheduled. This is a suggested way to use the documented controls, not a tested follow-up method or a guarantee of results.

• Before leaving a deal, check that its next activity reflects the follow-up your team intends to make.
• Use the card’s activity control to schedule a new activity or mark an existing one done.

Pipedrive’s help documentation says a deal can exist in only one pipeline at a time. You can move it to another pipeline, but first note the change if you use Insights to review deal progress: the documentation says those reports reflect movements within the current pipeline. Check the relevant report after a transfer rather than assuming it will show a continuous path across pipelines.

• Confirm which pipeline should own the deal after the move.
• Review the applicable Insights report and interpret its deal-progress data in light of the pipeline change.