In Pipedrive, you can only add one main contact to a deal. In most cases, however, we have multiple main contacts for a deal. This also affects the automated emails, as these are then only sent to one person. We would like to use automation to send the mail to several contacts within a deal.
Currently, each deal has a primary person and bunch of participants. We're trying to generate a list of all participants to a filtered list of deals - the use case is to output a list of names and email addresses that we can load into Hubspot or MixMax to run a campaign. Searching on the Deal page only gives info on the…
Hi I wanted to have a filter in which I could have all the participants included in a won deal. Does not seems possible
Please tell me there is an easier way to email all the participants on a Deal? In my line of work, there is RARELY a time that I am only emailing one person. So I'm constantly adding half dozen people to the email list. Is there a way to click one button and email all the participants on a Deal?
I know this has been recommended before. It would be really useful to be able to email the main contact and deal the participants with 1 click and with automation work flows. The deal participants are there because they need to be kept in touch with the deal. It's a sales necessity. Thanks
I am a real estate agent, and i need to figure out how to send out auto emails to multiple people. I have figured out how to send it to the main person in a deal, but how do i automatically CC a participant?
PARTICIPANT QUERY. A bit frustrated here. Hope you can push this forward as I have seen this request posted numerous times to Pipedrive development and yet it remains unresolved. We operate an International Soccer Development Company which specializes in Sport travel. We need to be able to pull a Participant query with…
Please allow reporting and/ or view for PARTICIPANTS attached to: Deals Products Other This has been requested for several years and yet to see it resolved.
Hello! RE. "Smart Doc creation - adding multiple participant's data - Request to add this please!" Situation: As an admin creating template finance proposal document for my salespeople When creating a new template Smart Doc I would like to be able to pull the following fields onto the Smart Doc Template: Contact 1: Person…
Hi Pipedrive team! Many Pipedrive users are suggesting to be able to add Participants on Leads and not just Deals. I really think this option should be considered in priority since this issue have been mentioned many times and for a long time.Have you thought of a solution in the near future ?
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