Connect multiple contacts to a project
We have multiple funders attached to a project (so multiple Deals are linked to a Project), but only one contact from one Deal is linked. Ideally I'd be able to go into a project and email all the lead contacts from different funders (Deals) at once, but the email function only populates the one contact linked to the Project.
This would make it easier to keep all funders posted on project updates at once and make the project a centralized platform for all related funders to get updates on the same project.
Comments
-
Agreed. I love Projects but not being able to include the people working on projects removes a big factor of what I wanted out of the module. Add in that it’s not included in the iOS app and it feels like an after thought. Those two would make Pipedrive a no-brainer but weighing whether we will stay with it as those are a bigger factor for us than deal closing TBH
0