Multiple Contacts in Deals and Projects

Alan Teece

For all the more complex sales situations and projects you are going to have multiple contacts. You are going to want to communicate with these differently and are going to want to do these using automations. For example on an Onboarding Project you may send a welcome email to the person who bought your product, a different one to the IT manager to set up the tech and a third one to the Finance department. As far as I can see none of this is possible in Pipedrive - but is a pretty basic requirement. Is this in the development pipeline and if so for when. Example below is a Project where you can only have one contact and so can only invoke an action via a trigger to this one person.