AI employees now see Pipedrive stage names
For sales teams and managers
Your AI employee now reads the stage name of every Pipedrive deal it looks at, and it can list the stages of your pipelines in their order, with the win probability of each.
Why it matters
Sales reports group deals by stage. When your AI employee saw stages only as numbers, someone had to export deals by hand so it could put names on them, and stages it had not met still appeared without a name.
- Before
- Your AI employee saw the stage of each deal only as a number, so a weekly report by stage needed a manual export of deals, and some stages still had no name.
- Now
- Your AI employee names the stage of every deal it reads and lists the stages of your pipelines, so reports by stage show stage names straight away.
What you get
- Stage names on deals: when your AI employee reads one deal or a list of your deals, every deal comes with the name of its stage.
- All your stages: ask for the stages of one of your pipelines or of all of them, in their order, with the win probability of each stage.
- Rotting days too: for each stage your AI employee also sees whether deals can rot there and after how many days, as set in Pipedrive.
- New and renamed stages: a stage you add in Pipedrive is named the first time a deal in it is read, and a renamed stage shows its new name within a few minutes.
- Every AI employee with Pipedrive: nothing to switch on, it works for every AI employee that has Pipedrive connected.
How to use it
Your AI employee needs Pipedrive connected. Nothing else to switch on.
Ask for a report by stage
In the chat with your AI employee, ask for your deals grouped by their stage.
Example List my open deals by stage, with the value of each deal.
See the stages of your pipelines
Ask which stages your pipelines have, in their order.
Example Which stages do our pipelines have, and what is the win probability of each stage?
Good to know
- Your AI employee sees the stages that its own Pipedrive connection can see.
- Stage names come straight from Pipedrive, so they match what your team sees there.