Hello there, I have stumbled upon a bit of a process problem. So we have 2 teams in our business, Outside Sales (Todd) and Internal Account Managers (Dwight, Jim). When Todd goes out and brings new business in he starts the deal but then, after the conversation is started and is presented with a business opportunity, he will introduce the new customer to Jim and transfer the deal ownership to him. At the the end of the month they would like both to have that shown in the reports (i.e. deal values, deal numbers, conversion rates, etc)
Anybody have any suggestions or ideas on how I can optimize Pipedrive to reflect that?
Edit: A solution I found so far is to create 2 different reports, one based on deals created by creator and another report based on deals created by owner (to reflect the stats of the new internal owner of the deal after it gets transferred anywhere along the process)