I have multiple customer (people) in Pipedrive, and multiple sales. I would like to map (and regis

Massimo Fubini
Massimo Fubini Posts: 10
edited July 27 in Sales CRM #1
I have multiple customer (people) in Pipedrive, and multiple sales.

I would like to map (and register) the "knowledge level" of the relationship between each person and each sales. We can define just 2 level of knowledge. (personal level - professional level). Imagine 3 sales person, sales person X, salesperson Y, salesperson Z.

For the customer A I would like to say that salesperson X know very well customer A. - salesperson Y know very well, Salesperson Z know professional level How to map Pipedrive to accept this kind this information? Any suggestion?

Answers

  • Mike van der Valk
    Mike van der Valk Posts: 4,386 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited July 23 #2

    Hi @Massimo Fubini 

    So I understand you have a set of customers, and a set of sales employees (Pipedrive users).
    Per customer you'd like to see which employees know this customer the best right?

    May I suggest using multiple option custom fields. You could for example create 3 fields called:
    - Customer knowledge: Very good
    - Customer knowledge: Good
    - Customer knowledge: Poor

    You can of course create more categories. But the point is that per custom field you then add all your employees as options. This way you can go on a contact person and fill in those 3 fields. Each field will contain the colleagues that have a certain type of knowledge about the customer. Hope it helps 

    https://community.pipedrive.com/user/massimo_fubini