It would be great if a report could be run to show what participants are part of a specific deal

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  • Mike van der Valk
    Mike van der Valk Posts: 4,387 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited February 2021 #2

    @Aisling Mullally thanks for sharing! I'll pass on your suggestion to our team.

  • Philip Nordfeldt
    Philip Nordfeldt Posts: 6
    edited February 25 #3

    Hi @Mike van der Valk,

    We are selling to large corporate clients where the number of Participants per deal is an important KPI for success. 

    Is there any way I can track this today? 

    Best,

    Philip

  • Mike van der Valk
    Mike van der Valk Posts: 4,387 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited December 2020 #4

    Hi @Mike van der Valk,

    We are selling to large corporate clients where the number of Participants per deal is an important KPI for success. 

    Is there any way I can track this today? 

    Best,

    Philip

    Hi @Philip Nordfeldt 

    Unfortunately not directly in the UI right now. However, you can use our open API documentation.

    I linked the endpoint that directly pulls a list of participants on deals. A developer on your end could make reports from this information that suit your needs.

  • Administrator_14693
    edited February 25 #5

    Hi @Mike Elliott van der Valk,

    A bit frustrated here. Hope you can push this forward as I have seen this request posted numerous times to Pipedrive development. We operate an International Soccer Development Company which specializes in Sport travel. We need to be able to pull a Participant query with field options such as location, product, year, etc.  For example: Create a filter/ query of All participants attached to deals containing certain products/SKU's. This seems to be a simple table (link) lookup.  How can we have development address this request? Please help.

    Best regards,

    Angelica

  • Mike van der Valk
    Mike van der Valk Posts: 4,387 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited February 2021 #6

    Hi @Mike Elliott van der Valk,

    A bit frustrated here. Hope you can push this forward as I have seen this request posted numerous times to Pipedrive development. We operate an International Soccer Development Company which specializes in Sport travel. We need to be able to pull a Participant query with field options such as location, product, year, etc.  For example: Create a filter/ query of All participants attached to deals containing certain products/SKU's. This seems to be a simple table (link) lookup.  How can we have development address this request? Please help.

    Best regards,

    Angelica

    Hi @Administrator 

    I will do my best to get some attention for this internally. I just put it in our internal product feedback channel so that the relevant team will look into it. I can't make any promises about priority compared to other requests though, sorry..

  • Administrator_14693
    edited February 2021 #7

    Hi @Mike Elliott van der Valk,

    A bit frustrated here. Hope you can push this forward as I have seen this request posted numerous times to Pipedrive development. We operate an International Soccer Development Company which specializes in Sport travel. We need to be able to pull a Participant query with field options such as location, product, year, etc.  For example: Create a filter/ query of All participants attached to deals containing certain products/SKU's. This seems to be a simple table (link) lookup.  How can we have development address this request? Please help.

    Best regards,

    Angelica

    Thank you Mike.

    Please let me know as this is critical to our business.

    Best Regards,

    Angelica