Improvement : Impossible to attach a call directly to a new contact or an offer :-)
Hello,
My account managers make 70 calls a day... The calls are directly made from the caller PipeDrive.
When they reach a prospect, they often get in contact true the receptionist. Ask for the manager's name and create the contact in Pipedrive after the conversation.
Actually it's impossible directly from the record to manage and link the call to an offer or a person.
You have to go after each call in your activities to select the right call and introduce a Name.
Feel free to contact me if you want to see that in a video
If you have the same problem please, let us know
Have a good day
Vincent Cuypers
CEO WinPeo
Comments
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Hi @Vincent Cuypers thanks for sharing your feedback. I've added the tag "feedback & feature improvements" to your post so that our team can take a look at your suggestion.
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