Sales Sequences

Mike Murphy_3964
Mike Murphy_3964 Member Posts: 4
First Comment First Anniversary Photogenic
edited July 2022 in Ideas and Product Feedback #1

We have some 90 day sales sequences we want to bring over from Outreach.io. Pipedrive only has the sales sequences work up to 7 days before it starts lumping  activities in to weeks or months for followup.

We would like a more granular approch with down to singluar days for follow ups to take place.

See example below for 

Day 1: Phone call with email

Day 4: Email 

Day 7 Phone Call

Day 8 Email

Day 10 Email

Day 13 Phone Call

Day 16 email

Day 19 Email

Day 24 Email

Day 28 Phone Call

 

etc.

 

Can you all update the sales workflow automation to accommodate this?

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Comments

  • Manuel Oliveira
    Manuel Oliveira Admin Posts: 966
    First Anniversary 5 Insightfuls 5 Likes First Comment
    COMMUNITY MANAGER
    edited June 2021 #2

    Hello @Mike Murphy  , thank you for your feedback! By using the topic Feedback & Suggestions , your request has been automatically forwarded internally to our developers as a note for consideration 📝

    While that is not possible for now, I recommend

    • Following What's Planned to learn about what we're currently working on 🔎
    • Following What’s New for new release announcements and updates 📢

    🛠Feel free to join Research and Beta Testing  for the chance to try out early versions and give us your opinion about new and improved features before they go live 🛠

  • Brandon Wood_1990
    Brandon Wood_1990 Member Posts: 51
    5 Likes First Anniversary Name Dropper First Comment
    edited July 2021 #3

    Mike, I am curious, how are you currently tracking this in PD?