Follower - Feature Requests
Bernd Auer www.pd-experts.com Posts: 378
edited July 2022 in Ideas and Product Feedback #1
I'd like to do 2 things in order to keep bigger sales teams updated but not overwhelmed by tons of emails...
- If a deal is created by a specific user, I'd like to add specific users as followers.
Why? Some inside sales colleagues are working for specific sales guys. The should be informed automatically as soon as a sales guy changes something in a deal. OR: Somebody picks up the phone and receives a request by a customer. He creates a deal for a sales guy. His insides Sales colleagues are added automatically in order to prepare a quotation.
- They should be informed as soon as the sales guy changes something in the deal. But not if one of the other inside sales colleagues are changing something. You could do this with a workflow as well: Something like "Trigger: deal fields has changed by USER". Other scenarios:
- The Head of Sales wants to be informed about the actions of his sales guys (and not the inside sales).
- The Head of Sales uses this function only for new colleagues in order to find out if they are working properly with Pipedrive.
Would be great if this works..
Inês Batata Admin Posts: 2,925edited June 2022 #2
Thank you for exposing your use case so clearly as usual, @Bernd Auer !
I can see how it would be useful to customize and fine-tune the types of notifications users get. I've made sure your suggestion reaches our team for consideration. Tagging @Nuno Oliveira for reference.0
Philipp Riederle Posts: 37edited June 2022 #3
Stumbled across this as well. Please add "Followers" as a field to modify via workflows. @Nuno Oliveira0
Dr. Götz Gotterbarm Posts: 1edited April 2021 #4
This function would be helpful. E.g. if the deal is in a specific phase somebody gets a follower of the deal automatically0