Hi PD team. Not sure if this can be done, or how or if on the radar. We have some partners that are not with my firm, however, like them to be able to see a specific opportunity (deal) in the pipe line. Can this be done?

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Hi PD team. Not sure if this can be done, or how or if on the radar. We have some partners that are not with my firm, however, like them to be able to see a specific opportunity (deal) in the pipe line. Can this be done?

We have some partners that are not with my firm, however, like them to be able to see a specific opportunity (deal) in the pipe line. Can this be done?

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Is there a report that can be built that shows the number of referrals by each referral partner, or the number of quotes within a certain timeframe?

Does anyone know if you can change the font size in PD?

I am looking for some best practice suggestions. I have customers with multiple locations and decision makers at each of those locations. I have not figured out a good way of managing this other than creating multiple companies. However, this can be confusing because billing maybe done only at the main location. Any suggestions?

Hi fellow pipedrive users, I've been looking for a Marketing Automation / E-mail marketing system to use together with PipeDrive. My challenge is that i would like to be able to segment customers based on the recurring services they buy/not buy so i can send them the relevant marketing communications for upselling them. For example , let's say a customer(organisation) has bought Service A but not B. The customer would then (manually by the sales rep) have a custom field (multiple choise) with the Service A checked. I know this works with ActiveDemand, but i really like the MA system ActiveCampaign. However ActiveCampaign does not have organisation custom fields, this is tricky since we can have multiple contacts for one customer - thus adding a lot more of administration to fill in the fields on a person level instead of org level.

Hi PD team. Not sure if this can be done, or how or if on the radar. We have some partners that are not with my firm, however, like them to be able to see a specific opportunity (deal) in the pipe line. Can this be done?

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