Can I merge multiple won deals into one person?

ubravo
ubravo Member Posts: 4 NEW MEMBER
First Comment
edited September 5 in Sales CRM #1

Hi all,

We are an investment company and have been using pipe drive as our main CRM for a few months now. We have a lot of won deals that are of the same person, eg:

Won deal 1: Jake's 1st investment: $2000
Won deal 2: Jake's 2nd investment: $100
Won deal 3: Jake's 3rd investment: $500

I want to merge all of these "won deals" into one, so that when I search for Jake, I can see his first, second and third investment in one single view.

Please help!

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Best Answer

  • Axel
    Axel Member Posts: 37 VERIFIED MEMBER
    5 Answers 10 Comments 5 Likes Photogenic
    #2 Answer ✓

    Hi @ubravo ,

    If you go to Jake's Person detail view, you can see all deals related to him, and if they are Won, Lost or Opened

    In this case you have everything in a single view.

    Does it answer your need ?

    Axel

Answers

  • ubravo
    ubravo Member Posts: 4 NEW MEMBER
    First Comment
    #3

    Thank you! Is there a way to export it for all contacts on my account?

    I want to calculate the average time a client stays in the company, average investment and re-investment,etc

  • Axel
    Axel Member Posts: 37 VERIFIED MEMBER
    5 Answers 10 Comments 5 Likes Photogenic
    #4

    You're welcome

    Yes, you can export your contact view with a specific filter.

    But for this it would be much easier to stay within Pipedrive and create Reports ( "Insights" tab)

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