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Asked a question 5 months ago

Do you need the ability to archive old/won/lost deals?

1 comment 24 votes

Liked by Michael Fleury

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Do you want the ability to search only the information within a deal? (For example, Find an e-mail with a detail only regarding the deal your in)

Would like to edit Won and Lost item titles to align with our team's initiatives.

Automatically link emails with WON deals

I've been scratching the head for a while on what to do with old deals that we didn't win? Right now, we move them to a ... months later and keep the history?

Would you like the ability to share with other deal followers/collaborate on draft emails from within Pipedrive?

Do you want the ability to select a bunch of emails and link them to a deal from the email screen. currently you have ... the automatic link did not work.

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Asked a question 5 months ago

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