Show deal participants in pipeline

brightonhouse
brightonhouse Member Posts: 1 VERIFIED MEMBER
edited June 2023 in Ideas and Product Feedback #1

Hi,

Currently a deal pipeline only shows the main contact person and the participants (other important contacts at client) are only shown if i click through to the actual deal. The proplem with this is when i download the pipeline to excel, only the main contact is downloaded and if i want to send a group email to the pipeline, all the participants will not get it.

Is there a way to add the participants to the list view pipeline along with the pipeline download so i have a full list of all the contacts associated with deals?

Thanks,

Dan

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  • Administrator_14693
    Administrator_14693 Member Posts: 43 VERIFIED MEMBER
    Fourth Anniversary 10 Comments Name Dropper 5 Likes
    #2

    I have been asking this for 2yrs + as this is critical to our business and could simplify our efforts. Per the development team, they consistently state this is not a priority. I beg to differ, this could open up a slew of possibilities for systems and integration. I continue to requets this hoping for a solution.

  • Matěj Kříž
    Matěj Kříž Member Posts: 105 VERIFIED MEMBER
    100 Comments 25 Likes Second Anniversary Photogenic
    #3

    Select fields to show on deal card: A similar or perhaps exactly the same feature you are requesting was announced in the Pipedrive Product Talk - 2023.

    User: "Screenshot 2023-02-20 110300.jpg"

    See it on YouTube: https://www.youtube.com/live/MEUA7s5ME8o?feature=share&t=1382

    Of course what the result will be, what it will allow us to do and when it will be, we will see when it is released. 

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