Participants / Email Templates
Pipedrive is a great tool, it needs a few additions that will improve the UX.
Deals / Projects are completed by Multiple Team members. It's never 1 person's show. Now that we have multiple team members involved then we need all their contact info available as part of the Deals / Projects / Email Template For Customization & Automation of Emails.
- Participants should be either common / Independent between deals / Projects. Users should be able to add multiple participants based on need.
- Participant data need to be accessible from the Email Templates. Participant Name, Email, Phone #, Company, Job Role.
- Deal data (Including Custom fields) Should be accessible from "Project Email Templates", We already have Deals being linked to Projects. Is there a reason why the deal data cannot be accessed from the project's email Templates?
Please Let me know what you think.