What's your workaround in the absence of a Gantt chart?

Denice
Denice Member Posts: 2
First Comment Photogenic
edited July 2023 in Sales CRM #1

Currently I am experimenting with porting the CSV of our deals into Notion through Zapier. It works, but it doesn't always pull up accurate information at any given time, especially when deals are updated. Would love suggestions on something that integrates with Pipedrive (Asana would have been good, but paying the subscription for only a Gantt chart feature is rather steep).

Tagged:

Answers

  • Pipedrive User 164
    Pipedrive User 164 Member Posts: 171
    First Anniversary 5 Up Votes First Comment 5 Likes
    #2

    Is the objective in applying deals to a Gantt chart format to see a visual based on expected close date?

  • Denice
    Denice Member Posts: 2
    First Comment Photogenic
    #3

    Yes, and also the current deals that the team is working on, to gauge workload and expected close dates. For the most part, we can filter and see the dates for each deal, but it's very easy to miss overloads if you have to filter for every team member and then compare.

Categories