Activity Reminders

Dear Pipedrivers,

the following issue we face quite often these days:

Lets say we have a regular client with who we have multiple open deals and multiple activity reminders.

When this person is changing their job to another company it would be really convenient that all the deals, participants(where he/she is part of) and activity reminder related to her old company will be unlinked automatically.

Because when a job change happened its a really confusing chaos.

Did anyone else face similar problems?

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  • Brad Krause_13404
    Brad Krause_13404 Posts: 518
    edited February 25 #2

    As a landscape company that works with a lot of property managers of commercial, multifamily apartments, and condominiums the people we work with often move from one company to another. In that case what I have been doing is putting after their name in parenthesis either: 

    (Went to Name of other property management company)

    or

    (No longer here)

    or

    (retired)

    Depending on the situation and what I know. 

     

    Then If they have moved to another company and there is the opportunity to work with them there I will create a new record. With new email, phone, etc. 

     

  • Martin Pfeiffer
    Martin Pfeiffer Posts: 86
    5 Up Votes
    edited March 2021 #3

    As a landscape company that works with a lot of property managers of commercial, multifamily apartments, and condominiums the people we work with often move from one company to another. In that case what I have been doing is putting after their name in parenthesis either: 

    (Went to Name of other property management company)

    or

    (No longer here)

    or

    (retired)

    Depending on the situation and what I know. 

     

    Then If they have moved to another company and there is the opportunity to work with them there I will create a new record. With new email, phone, etc. 

     

    THX @Brad Krause for your reply.

    Interesting way of dealing with it => I could consider this a temporary solution but ultimately You create a duplicated contact which is not ideal. 

    If a contact changes their job:

    • contact details including new company will be updated of course
    • contact history needs to be preserved inside all deals...
    • but once we unlink a contact from a company all related deals, participants, activities should unlink in sync to that crucial action too 
    • this unlink from company action should be double secured by 2x different unlink dialogues so users are aware of consequences

    There are people who i know and worked with over the years who changed their jobs more than 5x times => it will negatively impact the search function by having so many duplicates in the system.

    This is something Pipedrive maybe could look into. 

    Would love to hear a feedback from Pipedrive too. THX