Regions: Would it be convenient if Pipedrive had a function that allowed you to 'Add Region'. Click
edited July 2022 in Ideas and Product Feedback #1
Regions: Would it be convenient if Pipedrive had a function that allowed you to 'Add Region'. Clicking 'Add Region' would bring up a map that allowed you to draw around a geographical area on a map. It would then ask you to name the region. Then all existing and all future organizations and people would automatically be added to that region.
Mike van der Valk Posts: 4,052 PRODUCT MANAGERedited January 2021 #2Hi @Brad Krause I'm not a 100% following it. Could you please elaborate why you'd need this?0
edited January 2021 #3@Mike van der Valk
Prospecting: When we are wanting to target a certain area of the city to improve route density we can easily call up all prospect records in that region of the city to market / cold call more aggressively to that region.
Look Back: we can call up won deals in that region with a total sold for example. or we can easily reference how many call-in leads we received in each region.0
Mike van der Valk Posts: 4,052 PRODUCT MANAGERedited January 2021 #4@Brad Krause gotcha. I'll pass on the suggestion. In the meantime you can use filtering on our address type of fields to find contacts in a certain city/area/etc.. and then focus on those.0
edited January 2021 #5@Mike van der Valk Yes, and for the most part we operate in the metro area of a major city and it's not possible to easily create groups of records for areas around and about that metro area. That's more so what i'm looking for. Thank you.0