Participants

Ian_45565
Ian_45565 Posts: 5
edited July 20 in Sales CRM #1

Hi. I waded through half a dozen CRM's before circling back to Pipedrive and signing up.I'm therefore rather disappointed at the pitifully weak handling of multiple deal participants -- this could well be a show stopper. 

Tagged:

Comments

  • Brad Krause_13404
    Brad Krause_13404 Posts: 518
    edited July 2021 #2

    Explain more about your use case. Maybe some people have some suggestions. I too tried several different sales pipeline management solutions back in 2018 before circling back to pipedrive. 

     

    Everyone has their priorities when it comes to software and its features. So feel free to explain your use case about participants of a deal. 

  • Blair Bondar
    Blair Bondar Posts: 11
    edited September 2021 #3

    I concur - we have numerous prospects for each deal and track via excel. There does not seem to be a way to know when you look up a contact whether they have looked at past deals? Maybe I am just missing something. Tags may be an answer but not a great solution. Interested to hear other thoughts on this.