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Notification of new deal added

Jeremy Thomas_16855 Posts: 1

October 2020 edited July 2022 in Sales CRM #1

Is there a setting on Pipedrive that i can setup that would notify me of any new deals added to a particular pipeline by any salesperson?

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Mike van der Valk Posts: 4,052

PRODUCT MANAGER

October 2020 edited October 2020 #2

Hi @Jeremy Thomas
You can set up a simple automation that handles this. You can trigger it when a deal enters the stage of your choice and the action is to email you about it.

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/* * These styles apply ONLY to the header and footer assets. */ * { padding: 0; margin: 0; box-sizing: border-box; } .header { background: #2A3647; height: 84px; } .footer { background: #FFFFFF; color: #192435; font-size: 18px; font-weight: 300; line-height: 1.5; padding: 80px 0 40px 0; } .footer-wrap { padding-left: 18px; padding-right: 18px; max-width: 1236px; margin: 0 auto; } .footer-upper { display: grid; grid-template-columns: repeat(auto-fill, minmax(208px, 1fr)); gap: 48px; padding-top: 80px; border-style: solid hidden hidden hidden; border-color: #E1E1FF; } .footer-upper > div { display:flex; flex-flow: column; } .footer-upper a { line-height: 30px; text-decoration: none; color: #192435; margin-bottom: 10px; display: inline-block; position: relative; transition: transform 0.25s cubic-bezier(0.4,0,0.2,1); width: fit-content; } .footer-upper a::after { content: ''; position: absolute; width: 100%; transform: scaleX(0); height: 2px; bottom: 3px; left: 0; opacity: 0; border-radius: 1px; background-color: #017737; transform-origin: bottom right; transition: transform 0.25s cubic-bezier(0.4,0,0.2,1), opacity 0.25s cubic-bezier(0.4,0,0.2,1); transition-delay: 0.15s; } .footer-upper a:hover { transform: translateY(-2px); } .footer-upper a:hover::after { transform: scaleX(1); opacity: 1; transform-origin: bottom left; } .column-title { font-weight: 700; margin-bottom: 10px; color: #192435; } .social-row { margin-top: 44px; display: flex; justify-content: end; } .social-row a { opacity: 72%; } .social-row a:hover { opacity: 100%; } .social-row svg { height: 25px; width: 25px; margin-left: 20px; fill: #192435; } .footer-lower { display: flex; justify-content: space-between; flex-wrap: wrap; margin-top: 10px; font-size: 14px; line-height: 25px; } .lower-left { display: flex; } .lower-left a { opacity: 72%; text-decoration: none; color: #192435; text-decoration-thickness: 1px !important; text-decoration-color: #192435 !important; } .lower-left a:hover { text-decoration: underline; opacity: 100%; } .pd { opacity: 72%; } .divider { margin: 0 10px; } @media screen and (max-width: 768px) { .social-row { justify-content: start; } .social-row svg { margin-left: 0; margin-right: 20px } .logo { margin: 0 auto; } } /*# sourceMappingURL=styles.css.map */