Deals Layout - Is anyone experiencing the same thing?
I have been using pipedrive for a few mouths and have a couple of suggests / comments that a pipedrive support person recommended that I post.
Here they are:
- On the Organization page, I would like to see of the open deals for each customer. Currently there is a 5 Deal limit that are shown on the main page. You have to select the "see all deals" button to see the rest. I find this quite inconvenient. Being able to see of the deals in one area would be a lot better for me.
- Also on the topic of Deals. When I receive a P.O. from my customer, I consider that a "Won" Deal. After receiving it, we need to build the product, deliver it and follow up to confirm customer satisfaction. Currently when I press the Won button the Deal is essentially closed. Now I have to leave the deal as open (not won) in order to keep the customer information easily accessible. I would prefer the Deal to stay open until the whole process is finished. But still be able to mark it as sold, so it can be included in the stats.
These are a couple of things I would like changed. Do you any of you have similar needs? Please let us know.