Project management: Linking a project to an existing deal

Joep Cuppens
Joep Cuppens Member Posts: 14 VERIFIED MEMBER
Fourth Anniversary Name Dropper First Comment Photogenic
edited July 2022 in Ideas and Product Feedback #1
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  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,063 PIPEDRIVE TEAM
    2500 Comments Fourth Anniversary 100 Likes 5 Answers
    edited February 2022 #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 Member Posts: 14 VERIFIED MEMBER
    Fourth Anniversary Name Dropper First Comment Photogenic
    edited February 2022 #3
    Mike van der Valk said:

    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 Pipedrive Team Posts: 3,063 PIPEDRIVE TEAM
    2500 Comments Fourth Anniversary 100 Likes 5 Answers
    edited February 2022 #4
    Mike van der Valk said:

    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 :) 

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