Hi all,

This is my first post here. I've used PD before when doing self-employed consultancy work but I'd like to bring it to my current firm to replace Salesforce which over the last year hasn't done for us what it needs to. However, I'm struggling to replicate one crucial element, campaigns.


At the moment, we select a group of contacts on SF using filters to give us a target list for a new campaign to sell a particular product. We then email that target list an introductory email about the new product.

We then refer to that campaign list and use it as our main activities page: we look at who has been emailed and then follow up with discrete emails and telephone calls to talk about how the product might help them, etc. with the aim of a final sale.

In PD, would I have to set up a separate deal for each contact in order to be able to replicate this type of facility? And if so, is there a way to automate that since I'm looking at a dozen products with up to 100 contacts for each product?

Thank you!