Can Pipedrive please add salesperson's phone number to profile?

Ken Hey
Ken Hey Posts: 2

When using a plug-in, like PayCove, for quoting, there is currently no way to get the salesperson's phone number using a template, besides having customized templates for each salesperson, which is time consuming when updating templates.

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  • Inês Batata
    Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited April 29 #2

    Hi @Ken Hey , thank you for your feedback! 

    I'd like to know a little more about your suggestion in order to forward it internally for consideration, if you don't mind. In your scenario, when generating an invoice that pulls data from PIpedrive (about the Deal, the Person, the Organization), you'd like that invoice to also be populated with the phone number of the Pipedrive user issuing it without having a dedicated invoice template in your invoicing platform, is that correct?

  • Ken Hey
    Ken Hey Posts: 2
    edited April 29 #3

    Correct.