Customer / Account Management in PD
PD is a great tool for driving sales - but it still really lacks the capabilities for Account Management after the sale is done, in order to be considered as a full fletched CRM.
Is there any plan to add a "Customers" tab, similar to what you have done with "Leads" (which will be usable once email integration and insights are implemented)?
Right now, the only way I found to somewhat work with it is to duplicate deals to a new Pipeline, once a deal is Won. However, this comes with some issues and is only a half-baked workaround. We do need a way to properly manage existing customers for upselling, customer success, insights etc.
If this, or something similar is not planned, we might have to move away from PD which would be a real shame.