Creating deals from contacts

Steve Bakewell
Steve Bakewell Posts: 4
edited July 23 in Business Talk #1

Hi everyone, as I am new to Pipedrive and am still getting used to the features within it, I have a question.

Currently, my company create deals directly from the deal section and non of the previous communication threads for that contact that are in the contact section are visible in the new deal. 

When I create a contact and communicate with that person, all the emails and such like are recorded in the contact section. If I was to create a deal from the contact section, would all the communication threads be transferred to the deal section of that person?

If there is a way of connecting or transferring/copying the communication threads from the contact section to the deal section I would be appreciative if you could tell me how to do it.

Cheers

Steve

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Comments

  • Amit Sarda - Pipedrive Consultant - AmitSarda.xyz
    edited February 24 #2

    @Stephen Bakewell - You will have to create a deal for a Contact first, and then log all the exchanges in the deal itself.

    As a fix, I think you will have to use data export and import to fix this as a one-time activity. However, I am not sure how the emails can be linked to the deal. Need to experiment a little.

    The following chart will help you understand how data is organized. At a very high-level, a parent object (Person) can read a child object's (Deal's) data, but not the other way around.

    image
  • Steve Bakewell
    Steve Bakewell Posts: 4
    edited July 2020 #3

    @Stephen Bakewell - You will have to create a deal for a Contact first, and then log all the exchanges in the deal itself.

    As a fix, I think you will have to use data export and import to fix this as a one-time activity. However, I am not sure how the emails can be linked to the deal. Need to experiment a little.

    The following chart will help you understand how data is organized. At a very high-level, a parent object (Person) can read a child object's (Deal's) data, but not the other way around.

    image

    Thanks for the feedback Amit.

    Yes, I understand the data structure but it seems strange that you are suggesting to create a deal before creating a contact, this sequence isn't logical to me.

    Similarly with Leads, why would I create a deal before establishing a Lead? Same situation as a contact, surely contacts and leads would be created before a deal.

  • Amit Sarda - Pipedrive Consultant - AmitSarda.xyz
    edited July 2020 #4

    @Stephen Bakewell - You will have to create a deal for a Contact first, and then log all the exchanges in the deal itself.

    As a fix, I think you will have to use data export and import to fix this as a one-time activity. However, I am not sure how the emails can be linked to the deal. Need to experiment a little.

    The following chart will help you understand how data is organized. At a very high-level, a parent object (Person) can read a child object's (Deal's) data, but not the other way around.

    image

    I didn't say create a  deal before you create a contact. I said create a deal before you log any activity for a contact.

    I can't comment on leads because I don't use that feature at all.

    I hope it's clear now.

  • Alan McTighe
    Alan McTighe Posts: 15
    Second Anniversary Photogenic
    edited February 24 #5

    Not sure I understand the problem.  I create the person or import a spreadsheet of individuals and there organisation for marketing, and as deals are created I add the deal under the contact - all emails and comms / actvity appear under both the individual and the deal. To me they (the communications and activities appear one aqnd the same) one and the same

  • Chris Ellis_743
    Chris Ellis_743 Posts: 6
    edited July 2020 #6

    Not sure I understand the problem.  I create the person or import a spreadsheet of individuals and there organisation for marketing, and as deals are created I add the deal under the contact - all emails and comms / actvity appear under both the individual and the deal. To me they (the communications and activities appear one aqnd the same) one and the same

    Same here - I follow same process as @Alan McTighe and any correspondence shows under both the contact and the deal.

    As long as the deal and contact are linked I've not seen any issues.

  • Steve Bakewell
    Steve Bakewell Posts: 4
    edited July 2020 #7

    Thanks for all the feedback gentlemen, but I don't think I was clear in my original issue. I hope the flow below helps clarify my issue.

    1. I create a contact with all relevant details.
    2. I undertake activities/communication and add notes to the contact.
    3. Eventually a deal is created for that contact.
    4. All activity/communication from the contact prior to the deal being created is not reflected in the deal (as is suggested in the data structure model). However, once a deal has been created for the contact all subsequent activity/communication/notes etc are reflected in both contact and deal. A point I don't dispute with Alan McTighe and Chris Ellis.

    My original question was in relation to all  the activity/communication associated with the contact prior to a deal being created. Can the activity/communication thread in the contact prior to a deal being created, be reflected in the deal?

    Amit suggested creating a deal for a contact first and then logging all the activity in the deal. I don't subscribe to this suggestion as not all contacts will develop into a deal, at least not the way my company use Pipedrive.

  • Alan McTighe
    Alan McTighe Posts: 15
    Second Anniversary Photogenic
    edited July 2020 #8

    I see,  I'll have to revisit then.

    cheers

    Alan