Dear all. don't you miss the option to make budget for your customers? We have product informations,

Dear all. don't you miss the option to make budget for your customers? We have product informations, company, contacts... we have nearly everything to do it just on time. This would be a great feature. anyone does it? How?
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  • Mike van der Valk
    Mike van der Valk Posts: 4,386 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited June 25 #2

    How do you do it now @Josep Sellares ? Curious to learn about your workaround and your exact use case.

  • Michele Aldrich_376
    edited June 25 #3

    Yes I do this.  I create a budget range dropdown in the contact and then create filters for my listings in those ranges. 

    image
    Customer Budget Ranges
    image
    Filter Budget Ranges View (I have no idea why they don't sort correctly!)

     

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