Two Questions - Goals and Owners
Moti_13866
Member Posts: 1
Hello,
Two questions appreciate with with:
- Goals - when setting goals I can select specific pipeline - but can I have more than one pipeline attached to a specific goal? The same goes when I set company goals - it applies to all pipelines - can I exclude a specific pipeline?
- When putting in a new deal - there is one owner. Is it possible to have two owners or a secondary person for which this deal is related to? the reason is that two person are engaged with this deal from different aspects and both need to handle it. How can this be done?
Thank you very much,
Moti
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Comments
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Hi @Moti
Thanks for sharing. I'll pass on your suggestion to our team who's working on the goals feature. At the moment unfortunately it's either for one pipeline or all.
Regarding ownership of deals. You can add other contacts who are not the main owner as participants to deals: https://support.pipedrive.com/hc/en-us/articles/115001109689-Participants
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Goals are now live in Insights! 🚀 Read all about it here.
Pro tips:
- 🌟 Follow What’s New and don’t miss any new releases.
- 🔮 Follow What's Planned to know what we're working on currently and what’s to come.
- 🧪 Join our Research and Beta Testing channel for the chance to try out early versions and give us your opinion about new and improved features before they go live.
- 🔎 Learn all about any of Pipedrive’s features from our Knowledge Base tutorials in your preferred language and our Academy video courses. Simply search for your topic!
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Inês Batata said:
Goals are now live in Insights! 🚀 Read all about it here.
Pro tips:
- 🌟 Follow What’s New and don’t miss any new releases.
- 🔮 Follow What's Planned to know what we're working on currently and what’s to come.
- 🧪 Join our Research and Beta Testing channel for the chance to try out early versions and give us your opinion about new and improved features before they go live.
- 🔎 Learn all about any of Pipedrive’s features from our Knowledge Base tutorials in your preferred language and our Academy video courses. Simply search for your topic!
@Moti Update: Forecast Goals are now available too. Learn all about it here. 🚀
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