Tasks being added in the wrong screen

Brad Evans
Brad Evans Posts: 2
edited July 24 in Business Talk #1

Hi team

I have been using Pipedrive for 3 years now and find that every time I put on a new sales rep they get confused as to what screen they are in when adding notes or sending emails. They all look so similar. 

Organization / People / Deals 

It's important that all tasks are entered in DEAL view for the way I use Pipedrive. Is there any way  we can get a better distinction between these? Perhaps different colors, graphics or something. 

Is anyone else experiencing the same problem?

Comments

  • Robert Svantesson
    Robert Svantesson Posts: 14
    edited October 2020 #2

    Hello Brad! 

    I have been thinking of this aswell . It´s to easy to enter details in organization or people when I want all of it inside of a deal. I would love settings to disable adding information in organization or people. I can get by just having different background color in the three pages.

  • Mike van der Valk
    Mike van der Valk Posts: 4,386 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited October 2020 #3

    Hi @Brad Evans and @Robert Svantesson thanks for writing here. Could you potentially share some screenshots of what part is confusing you now? Then I can share that with our team here!

  • Brad Evans
    Brad Evans Posts: 2
    edited February 24 #4

    Hi Mike

    It's not a case of being confused.

    My point is that when I bring in new employees they find it hard to differentiate between if they are in Organization view, contact view or deal view. This in turn leads to them entering a task whilst in contact view and then wondering why it is not showing up under the deal.

    Eventually they get it. 

    But if Deals, Organizations or Contacts had a different background colour i'm sure it would leave to less errors when they start.

    Thanks Brad

     

  • Mike van der Valk
    Mike van der Valk Posts: 4,386 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited October 2020 #5

    Hi Mike

    It's not a case of being confused.

    My point is that when I bring in new employees they find it hard to differentiate between if they are in Organization view, contact view or deal view. This in turn leads to them entering a task whilst in contact view and then wondering why it is not showing up under the deal.

    Eventually they get it. 

    But if Deals, Organizations or Contacts had a different background colour i'm sure it would leave to less errors when they start.

    Thanks Brad

     

    Gotcha, thanks for clarifying! 
    cc @Almonzer good feedback here!