UPDATE on 3rd Party Access to Deals

Geoff Wilkie
Geoff Wilkie Posts: 27
10 Comments
edited June 2022 in Ideas and Product Feedback #1

Hi Pipedrive, 

Is there an update as to when third-party access to deals will be available?

would be great to let our existing partners know where their deals are placed.

Thanks

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  • Inês Batata
    Inês Batata Admin Posts: 2,917
    2500 Comments Third Anniversary 5 Likes First Answer
    COMMUNITY MANAGER
    edited February 2022 #2

    Hi @Geoff Wilkie !

    We'd like to ask you to please not use the "What's New?" or "What's Planned?" topics in your posts: they are read-only topics used by Pipedrive to communicate updates to our community members. I have removed them from the post and replaced them with more pertinent topics. Thank you!

    As to your question, we announced a beta-testing group a couple of months ago here, it's a shame you didn't make it. At the moment we don't have an ETA I can share with you, but stay tuned as we'll announce it here in the community when it's ready. This is where we make all product update announcements, make sure to follow them:

    • Follow What's Planned to know what we're currently working on and what’s to come.
    • Follow What’s New and don’t miss any new release announcements.
    • Join our Research and Beta Testing channel for the chance to try out early versions and give us your opinion about new and improved features before they go live.
       

    In the meantime, a good workaround can be to set an automation that sends an email to your third-party contacts when a deal reaches a certain stage. 

    You can also create a custom report in Insights and share the read-only link with them. 🚀

     

  • Geoff Wilkie
    Geoff Wilkie Posts: 27
    10 Comments
    edited March 2021 #3
    Inês Batata said:

    Hi @Geoff Wilkie !

    We'd like to ask you to please not use the "What's New?" or "What's Planned?" topics in your posts: they are read-only topics used by Pipedrive to communicate updates to our community members. I have removed them from the post and replaced them with more pertinent topics. Thank you!

    As to your question, we announced a beta-testing group a couple of months ago here, it's a shame you didn't make it. At the moment we don't have an ETA I can share with you, but stay tuned as we'll announce it here in the community when it's ready. This is where we make all product update announcements, make sure to follow them:

    • Follow What's Planned to know what we're currently working on and what’s to come.
    • Follow What’s New and don’t miss any new release announcements.
    • Join our Research and Beta Testing channel for the chance to try out early versions and give us your opinion about new and improved features before they go live.
       

    In the meantime, a good workaround can be to set an automation that sends an email to your third-party contacts when a deal reaches a certain stage. 

    You can also create a custom report in Insights and share the read-only link with them. 🚀

     

    noted @Ines -thanks for the update

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