Case Management

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Stephen Taylor
Stephen Taylor Member Posts: 3
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edited July 2022 in Sales CRM #1

Hi All,
Has anyone tried to set up a Case Management function in Pipedrive?

Thanks

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  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,072 PIPEDRIVE TEAM
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    edited February 2022 #2
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    Hi @Stephen Taylor 

    I've seen various users do this in the past. What exact functionality/process do you need or you want to set up?

  • Stephen Taylor
    Stephen Taylor Member Posts: 3
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    edited October 2020 #3
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    Hi @Stephen Taylor 

    I've seen various users do this in the past. What exact functionality/process do you need or you want to set up?

    Hi Mike,
    Actually a very simple process.
    Companies enroll with me and I list their employees. These companies will be categorized as 'Case Companies'. I'm trying to put them in the 'Search Category' listing in case they need another title.
    Some, but not all employees may call me. They will also I think be put in a 'Case' search category.
    I might also look at categorizing the case status, ie., ongoing, closed, solved, urgent, etc.
    Any ideas?
    Thanks,
    Stephen

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,072 PIPEDRIVE TEAM
    First Anniversary 5 Likes 5 LOLs First Answer
    edited October 2020 #4
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    Hi @Stephen Taylor 

    I've seen various users do this in the past. What exact functionality/process do you need or you want to set up?

    Regarding categorization, may I recommend setting up a single option or in case someone can be in multiple categories then a multiple option custom field.

    With this you can categorise your customers in one or multiple categories and filter them out. @Stephen Taylor check out this video on custom fields and filtering.

  • Stephen Taylor
    Stephen Taylor Member Posts: 3
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    edited October 2020 #5
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    Yes, thank you.
    That already is a method I'm trying. Seems to work.