Multiple contacts for our Customer success team post winning

Adam Levine
Adam Levine Posts: 3
edited July 24 in Sales CRM #1

so we just brought our account managers/customer success team. they use pipedrive to make filters etc for their work. one of the things they do is they add persons to contacts and tie them to organization for who they deal with. The problem is is that sometimes' their person is different than who we talked to during the sales process.

and so we can tie them to organization no problem.

but they make contact filters and want to use the deal filter to do certain pipelines and fields, but you can only attach one person per deal so their filters don't work. Basically the person we sold to isn't the person our CS team engages with or there are multiple people to engage with.

e.g. filter the CS contacts for deals covering this year only takes in the sales contact.

Comments

  • Inês Batata
    Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited April 2021 #2

    Hi @Adam Levine !

    A simple workaround for this is to create one or more contact-type custom field in Deals and have your customer success team can add this other person of reference there. It will also appear as a field you can filter by when creating a filter.