We would like to have the possibility to search by the Deal ID, which ensures direct traceability to

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Michelle Medvitz
Michelle Medvitz Member Posts: 1
edited July 2022 in Sales CRM #1
We would like to have the possibility to search by the Deal ID, which ensures direct traceability to the exact deal with wish to update. We have made a full extract of all company deals so that we can clean up old deals left by past employees or that are no longer in line with company sales strategy. Today we can search by customer or deal name, of which there are several similar. However, there is no way to ensure that the deal we search and click is the correct one.

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  • Fabrizio Nicolosi_33821
    Fabrizio Nicolosi_33821 Member Posts: 125
    Photogenic First Anniversary First Comment
    edited March 2021 #2
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    Hi @Michelle Medvitz You can do it simply. You can do an automation that automatically change the title of the deal with Pipedrive ID - Customer

    Trigger: Deal Created
    THEN
    Update Deal Fields:
    Deal -> Deal
    Title -> [Pipedrive Title ID] - [Deal Title]