Using Pipedrive to mange outstaffing deals

feedbackHi Folks!
We are looking for a way to use Pipedrive for an outstaffing business (matching candidates <> positions(deals)). There are many to many relations between candidates and positions.
The current workaround we use:
 

  1. We create candidates as Person in Pipedrive and assign them the label "candidate"
  2. We add them as participants for the deals they currently involved
  3. We use activities to keep a record of status updates
     

Some problems we haven't found a solution for:
 

  1. Keeping specific fields("Salary") private for most of the team members
  2. A dashboard/Report/View that shows a list of current/past deals the candidate is involved in(such we add candidates as participants and not deals owner)
  3. Managing candidate status per deal(first interview, second interview, etc) since in the same deal might participate several candidates.

I'd appreciate your feedback and ideas.

Ishay
 

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  • Martin Pecha_2338
    Martin Pecha_2338 Posts: 191
    100 Comments Second Anniversary 5 Up Votes 5 Likes
    edited February 25 #2

    Hi @Ishay Tentser !

    I will try to give you some comments:

    1. This is not possible right now, unfortunately you cannot restrict vision, only action of users
    2. If you look for specific person, you see all linked deals in detail of a person. If you want to check overview, use contact timeline - you can see there deals in timeline for each person. (https://support.pipedrive.com/en/article/contacts-timeline)
    3. This is hard as you would need to go one level up (use pipeline as a deal and within that moving each deal as one candidate to different status) - but I guess this is not scalable. 
      1. You can create standardised activities linked to specific participants within the deal and mark them done when each status is fulfiled
      2. You can think about creating some custom fields in deal detail, that would help you to easily distinguish each participant status. 
  • Ishay Tentser
    Ishay Tentser Posts: 8
    edited April 2021 #3

    Hi @Ishay Tentser !

    I will try to give you some comments:

    1. This is not possible right now, unfortunately you cannot restrict vision, only action of users
    2. If you look for specific person, you see all linked deals in detail of a person. If you want to check overview, use contact timeline - you can see there deals in timeline for each person. (https://support.pipedrive.com/en/article/contacts-timeline)
    3. This is hard as you would need to go one level up (use pipeline as a deal and within that moving each deal as one candidate to different status) - but I guess this is not scalable. 
      1. You can create standardised activities linked to specific participants within the deal and mark them done when each status is fulfiled
      2. You can think about creating some custom fields in deal detail, that would help you to easily distinguish each participant status. 

    Hi @Martin Pecha !
    Great answers, thank you.

    Regarding bullet #2, timeline(funny we have a product www.timelines.ai) show only deals where the contact participates as an owner, it's not our case.
    Also do you know a way to enable pdf/Docx files to preview inside Pipedrive? It could be very convenient for CV's.

    Thanks again!
    Ishay
    [email protected]

  • Martin Pecha_2338
    Martin Pecha_2338 Posts: 191
    100 Comments Second Anniversary 5 Up Votes 5 Likes
    edited April 2021 #4

    Hi @Ishay Tentser !

    I will try to give you some comments:

    1. This is not possible right now, unfortunately you cannot restrict vision, only action of users
    2. If you look for specific person, you see all linked deals in detail of a person. If you want to check overview, use contact timeline - you can see there deals in timeline for each person. (https://support.pipedrive.com/en/article/contacts-timeline)
    3. This is hard as you would need to go one level up (use pipeline as a deal and within that moving each deal as one candidate to different status) - but I guess this is not scalable. 
      1. You can create standardised activities linked to specific participants within the deal and mark them done when each status is fulfiled
      2. You can think about creating some custom fields in deal detail, that would help you to easily distinguish each participant status. 

    Hi @Ishay Tentser ,

     

    thanks for the note about timelines - I thought id shows also participants in deals.

    Regarding pdf/docx files, if you add a file through Files function (next to add activity) to a deal, files are stored in pipedrive aws cloud - for doc and pdf, there is always a preview of these files, so it does not automatically download them. 

    This I think is also valid for attachments in emails, which are appended to a deal.