PipelineDeals Help Center
Managing Customers from the List View
You can view information about Companies and Customers from the Company tab. A Company in PipelineDeals is a business that you have not sold any deals to. A Customer in PipelineDeals is a business with at least one closed/won deal. Customers could include businesses that you’ve sold to prior to you using PipelineDeals.
Saved List Views
Every PipelineDeals user has two standard lists to view all customers and companies that they have visibility to. By clicking the saved list view field in the top left corner of the Company tab, you will see ‘All Customers’ and ‘My Customers.’ If you save any additional list views, they will also appear in your saved lists.
The lists for ‘All Customers’ and ‘My Customers’ filter on the columns ‘Owner’ and ‘Is Customer.’ You can add these columns to your list view by clicking on ‘Manage Columns’ above the list view in the upper right corner. Please note that viewership of customers is dependent upon your user role and your account’s visibility rules. Check with your account administrator for more details on your account’s unique visibility settings.
Customer Specific Columns
There are two fields dedicated to customers that you can access on the list view, ‘Health Score’ and ‘Is Customer.’ To add these columns to the list view on the Company tab, click ‘Add/Remove Columns’ in the upper right corner above the list. These columns will appear by default in the ‘System Fields’ section.
The ‘Is Customer’ field indicates that the company has been converted to a customer. ‘Health Score’ is a simple visual status of health.
Frequently Asked Questions:
Can I convert companies to customers in bulk?
Yes! To convert one or more companies to customers at once, select the companies you wish to convert from the Company tab list view. The option to convert companies to customers appears above the list if you select one or more companies using the checkboxes. A confirmation message to convert companies to customers appears when you click to ‘Convert to customer.’