Add Multiple contacts to Existing Projects

IT Department_33619
IT Department_33619 Member Posts: 1 VERIFIED MEMBER

Hello Pipedrivers / Hello Pipedrive Experts,

My team and I would like to see a feature added on Projects where actually you can add a person by typing his “name”, but it would be fantastic if we could either add a filter of the operation we want  or even have a list through checkboxes to be ticked.
Thanking you

7
7 votes

· Last Updated -

Comments

  •  Ines Santos
    Ines Santos Member Posts: 3 VERIFIED MEMBER
    5 Up Votes First Comment Photogenic First Anniversary
    edited December 2023 #2

    I would be great if we could add participants to Projects, like we already do with Deals. During a project we have to deal with different projects managers, from other organizations, who are in charge of that project as well. It would be super when checking the project all the people assigned to that project.

  • Manuel Oliveira
    Manuel Oliveira Admin Posts: 1,415 COMMUNITY MANAGER
    1000 Comments Fourth Anniversary 250 Likes 25 Answers
    edited January 17 #3

    Hi Ines, thank you for your feedback! I have moved it to the Ideas and Product Feedback section so it can reach our product team.

  • jvg1776
    jvg1776 Member Posts: 1 VERIFIED MEMBER
    First Comment
    edited August 2024 #4

    We have multiple funders attached to a project (so multiple Deals are linked to a Project), but only one contact from one Deal is linked. Ideally I'd be able to go into a project and email all the lead contacts from different funders (Deals) at once, but the email function only populates the one contact linked to the Project.

    This would make it easier to keep all funders posted on project updates at once and make the project a centralized platform for all related funders to get updates on the same project.

  • austinreeves
    austinreeves Member Posts: 2 NEW MEMBER
    First Comment
    edited January 17 #5

    Agreed. I love Projects but not being able to include the people working on projects removes a big factor of what I wanted out of the module. Add in that it’s not included in the iOS app and it feels like an after thought. Those two would make Pipedrive a no-brainer but weighing whether we will stay with it as those are a bigger factor for us than deal closing TBH