How do I stop the "Link a person" pop-up from automatically popping up

Yehuda Fried
Yehuda Fried Member Posts: 5 VERIFIED MEMBER
First Comment Photogenic
edited September 16 in Sales CRM #1

every time I link a person to a company the "Link a person" popup opens again whether or not I need it

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Answers

  • Leonardo Zimmermann
    Leonardo Zimmermann Pipedrive Team Posts: 158 PIPEDRIVE TEAM
    Third Anniversary 100 Comments 5 Answers 5 Likes
    #2

    Hey, @Yehuda Fried!

    I tested on my account and was not able to reproduce this. Can you please share a screenshot/recording of how this looks on your account?

    Thank you :)

  • Yehuda Fried
    Yehuda Fried Member Posts: 5 VERIFIED MEMBER
    First Comment Photogenic
    #3

    After I enter a Person into PipeDrive it automatically opens up another "Link a Person" option

    Link a person q.png

    I want to make it so it does not automatically open it up

  • Leonardo Zimmermann
    Leonardo Zimmermann Pipedrive Team Posts: 158 PIPEDRIVE TEAM
    Third Anniversary 100 Comments 5 Answers 5 Likes
    #4

    @Yehuda Fried Thank you for the screenshot.

    I am still unable to reproduce. I kindly ask you to please reach out to our Support Team so that they can investigate.

    Thank you.

  • Manuel Oliveira
    Manuel Oliveira Admin Posts: 1,323 COMMUNITY MANAGER
    1000 Comments 250 Likes 25 Answers Third Anniversary
    #5

    Hi @Yehuda Fried our developers have confirmed that the “Link a person” popup opens again after you create and link a new person from this screen. But it won’t open again automatically if you link an existing person.
    That’s how the feature is designed to work right now, but our developers have noted your feedback.

  • Yehuda Fried
    Yehuda Fried Member Posts: 5 VERIFIED MEMBER
    First Comment Photogenic
    #6

    Right, I comes up everytime I create a new contact and it slows my work down.

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