Filter By "Following" & Automate By Following & Automate a tagging feature
I would like to be able to create filters to see the screens of people that are "following" deals and people. Also, being able to automate giving them access to follow at a certain point in the deal would solve some issues.
Lastly, if a deal was to get to a certain point I would like to be able to tag myself in the deal and get that notification so that I can take a look at how the deal is progressing.
Answers
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Hi @Tyler Pipedrive there's no automation of followers currently, but a filter matching conditions relevant to those who need to have a look is actually very convenient (users can "pin" that filter to quickly go over their important deals).
The second issue is doable - set up an automation that triggers on deal update with instant condition matching a filter. Filters are super useful here, as they're easy to adjust anytime to match your requirements.
If a deal matches that filter - create a task for yourself with a due date of now. You'll get notified, the task will pop up on your calendar too.
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Hi @Tyler Pipedrive,
Building on what @Nikolai Sokolov mentioned (Great stuff!), you can create an automation that uses a filter or specify the conditions in the automation directly! For example, I created an automation that will trigger when a deal reaches stage 4 and then creates an activity to remind myself to tag the deal-
I hope the example helps!
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Is there any way to add a filter case for an automation to be able to add followers to a deal, person, or organization once something happens? That would help a lot.
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Hi @Tyler Pipedrive as mentioned in my first response, it is not possible to add followers to deals, persons or organizations
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