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Results of deals - from the customers POW
Complete newbee with pipedrive: Is there any option to record the CUSTOMERS impact of a won deal? I.e. if we assist at customer to improve THEIR business what were the impact then?Could be a tick-box or similar
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RFE: On deal view - be able to see deals that are "fresh"
I would like to look at a deal window for a sales-rep ... and they may have 50 deals ... I would like to see which ones were "touched" this week (or day or 2 weeks or month, etc...) Then we can discuss those that were touched, and those that were not.
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Nowadays unable to see comments on most of the deals?
Nowadays unable to see comments on most of the deals?
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Transfer deals from one account to another
Hi there, Is there a way I can transfer all my deals in one pipeline to another pipedrive account? Thanks for your help
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Deal visibility question
My client is a real estate firm. The deal title is always the address. We want to make sure that only the owner and followers of the deal can see/edit all information but the rest of the users can only see the deal title so they know not to go after that address. Doable? Any workarounds?