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Default Pipeline

Is there any way to set one pipeline as the default pipeline, which is already selected when creating the opportunity?

 

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Comments

39 comments
  • Official comment

    You can use Workflow Automation to automatically apply pipelines to your opportunities upon creation. 

    Evaluation criteria = When record is created

    Criteria = Always (do not add a filter) 

    Action = Update this record and apply the pipeline AND pipeline stage

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  • Hi there!

    You can create a Pipeline under System Settings. Unfortunately, you would need to manually select the Pipeline from the drop down options each time you add an Opportunity.

    This is a great suggestion for Product Feedback. :)

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  • Is this something that will be implemented soon?

    Just an option to select one of the given pipelines as the default pipeline instead of just having no pipeline assigned would not only make the workflow smoother, but also solve some issues with Opportunities falling through the cracks when looking at the Reports (funnel analyses or Pipeline stage).

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  • Hi d.burchards, this isn't in our road map to be added. Having this post here does allow other users to chime in and vote it up for future consideration :)

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  • +1 for default pipelines for opportunities and projects

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  • @Jake - Thank you for letting us know!

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  • Default pipeline would be very nice to have

     

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  • +1

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  • I second that motion!

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  • I agree -- a default pipeline would be very useful.

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  • An option to set a Default Pipeline would be very useful

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  • This would benefit us greatly, with the amount of wok flowing through the various stages (Leads > Opportunities > Projects) we have started to heavily utilise the task system.

    After creating activity sets we realise they can only be automatically created when selecting a pipeline stage. Ideally to avoid mistakes we want to do the following...

    Convert an Opportunity to a Project which then automatically creates tasks based on an activity set and assigns them to the relevant teams.

    Everything seems to be in place to do this except for the option to set a default pipeline stage in which case we are reliant on the person converting the Opportunity to a Project remembering to set a pipeline stage (and indeed the correct one).

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  • I'd also really like a default pipeline.  We use Insightly primarily for Sales so it's almost like the system is asking each time "Do you want to use this for sales?".  Answer: Uh...yeah!

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  • Having a default pipeline would be helpful or at least have the ability to incorporate the selection of the pipeline when entering an opportunity in the Insightly Sidebar would be helpful.  Right now we are having to touch the opportunities at least twice and we can foresee things being missed when we are entering and managing large numbers of opportunities.  This has the potential for us to miss the trigger for invoicing as well.

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  • +1

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  • This would be great. Along with being able to set the pipeline to automatically advance to the next stage when the last task in an activity set is completed, triggering the next set of tasks (please vote for that here!), this feature would make workflows truly automated. Just by creating an opportunity, users would be kept right by the system as they complete tasks, with no need to remember to update things in Insightly beyond ticking off their tasks. Less time spent, more accuracy. Yes please!

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  • +1 vote

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  • Yes please!! It would be incredibly helpful for us if there could be default pipelines for both Opportunities and Projects. Leaving the door open for people to forget to add a Pipeline is troublesome.

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  • +1 for default pipelines .  It is easy to forget to set a pipeline and we only have one pipeline for new opportunities

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  • + 1

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  • +1

     

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  • +1 PLEASE!

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  • Hello, Please do this. What are you waiting for?

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  • Agreed. This seems simple to implement. It causes continuous errors in our analysis

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  • +1 There should be a way to set the default pipeline. This is a deal breaker for us. Can anyone recommend a good alternative to Insightly?

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  • Yes need to be able to set default pipeline!  why hasn't this been added yet?  It's a huge pain to have to go into Actions and select add pipeline!

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  • The suggestion was made in 2015 - it is 2018 now. Do you have any ETA.

    And of course +1.

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  • +1. or my team moves to SOHO ;-)

     

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  • + 1 please add this functionality!!!

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  • Has this been added yet?

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