Case Management

Stephen Taylor

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

Thanks

Mike van der Valk

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

Mike van der Valk said:

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 said:

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

Yes, thank you.
That already is a method I'm trying. Seems to work.