Thank you for your comments and help
It's really important for us when we analyse the pipe with external partners
Vincent Cuypers said:It's really important for us when we analyse the pipe with external partners
It could be also a viral method to let your product be known to new potential customers....
Hi @Vincent Cuypers we're actually working on something in that direction. Read about it here: https://community.pipedrive.com/post/planned-share-pipedrive-information-with-non-pipedrive-users-5f201b3de0af0572fe793b15
If you comment under that post there about how you'd like to see it work then I can pass on the feedback to our team working on it.
P.S. I've removed the "What's new?" tag from your post. Please don't use that tag as it's meant as a way for the Pipedrive team to let the community know about recent updates.
I would also find this feature very useful.
The best I can think of would be a table with all the deal summary details and then a document with all th email history would work
If you have access to the Insights feature, you can set up a report, with a public link. Non-Pipedrive users can access this link and the information shared in this dashboard.
My question to Vincent is;
Are you wanting to show a one-time view of a deal page or an interactive/update-able real-time view?
Brandon Sofge said:My question to Vincent is;Are you wanting to show a one-time view of a deal page or an interactive/update-able real-time view?
As we offer "Sales-as-a-service" to our B2B customers, we wish to show the whole pipeline of pending deals to our customer. But only his pipeline of deals.
A couple of basic possibilities:
But If in the context of just giving an update on a deal for a client or associate or boss etc... I wanted to simply communicate and record deal changes at the same time with out duplicating efforts. Here's how I did it:
I created a custom deal field called "Deal Notes" . I then created an email template with the desired deal fields. Then, from inside a deal page I click on email, insert the recipient of choice, then choose the template and VIOLA!
Here's a pic of the email template.
Hello Vincent,There is a really good way to do this, however, it will require you to create at least ONE PipeDrive user for each of your customers. You can easily make a PipeDrive user restricted to one visibility group. This way you could manage a "Dashboard View" of each client and all of their related Deals, People, and Organizations - without letting them see anything else in the broader organization. You can accomplish this while still allowing your company users to live at the SuperUser role, or create a "nesting doll" approach so that an account manager can only see the clients and contents underneath them.
You can even restrict the clients views of their organizations to read-only mode. Or, if you want an interactive approach, you can enable some or many features if they are tracking their own sales calls, activities, or in-person appointments.
Does this hit all of your goals?
I think this is the perfect answer. Pipedrive visibility groups were designed for this!
Also, I prefer the idea of a user I can control. External/anonymous means that I lack control over the data I'm controlling when the client decides not to pay...
Thanks all for the ideas, it highlighted a few pipedrive features I wasn't aware of
Loved reading this thread, great to see this community is helping you all connect, share and learn and with the discover how to get more value out of Pipedrive
There is another option which I like as, again, I retain control. You can use Integromat to extract almost anything from Pipedrive and create pretty darn impressive reports that can be sent by email (or even be retrieved in real-time using a responsive webhook).
If you need help with this, I'd be happy to assist.
Pete Mahon said:There is another option which I like as, again, I retain control. You can use Integromat to extract almost anything from Pipedrive and create pretty darn impressive reports that can be sent by email (or even be retrieved in real-time using a responsive webhook). If you need help with this, I'd be happy to assist.
Can you share a bit more about Integromat or n MP ([email protected]) or in the Pipedrive help center :-)
Have a nice day