Project management: Linking a project to an existing deal

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  • Mike van der Valk
    Mike van der Valk Posts: 4,290 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited February 25 #2

    Hi @Joep Cuppens 

    Thanks for the feedback. Can you tell me what additional information would be helpful for you to still recognize the deal? Then we can take that into account :) 

  • Joep Cuppens
    Joep Cuppens Posts: 14
    Second Anniversary Name Dropper First Comment Photogenic
    edited February 10 #3

    Hi @Joep Cuppens 

    Thanks for the feedback. Can you tell me what additional information would be helpful for you to still recognize the deal? Then we can take that into account :) 

    Hi Mike,

    All our deals have unique names. They always have the customer's name first with a suffix specific to that deal. If the suffix is not visible in the dialog box, I am unable to select it.

    Best Regards,

    Joep 

     

  • Mike van der Valk
    Mike van der Valk Posts: 4,290 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited February 10 #4

    Hi @Joep Cuppens 

    Thanks for the feedback. Can you tell me what additional information would be helpful for you to still recognize the deal? Then we can take that into account :) 

    Thanks for clarifying Joep, I'll discuss in the team how we can improve this :)