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Contact Management
Contact Management

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Seleção de múltiplos contatos. Tipo "carrinho de compras".

Olá,

Me deparei com uma necessidade a usar o pipedrive e gostaria de saber como sugerem a solução caso já tenham passado por isso.

Minha empresa promove eventos frequentemente e queremos acompanhar a presença dos nossos leads neles. Então, à partir da lista de presença nos eventos, eu adiciono uma atividade personalizada chamada "participação em eventos" e no assunto, o nome do evento.

Funciona bem, pois em seguida é possível ter um filtro por atividade e/ou por nome do evento para ações futuras bem como para termos base de dados pra estratégias do negócio.

Pois bem: a dificuldade é ter... (More)

2-way relationships between Contacts

Hi @Roadmap Tech & @Customer Success teams,

 

Declaring Company A as “Parent Org” to Company B automatically makes Company B its “Branch”.

This is a 2-way relationship. This is cool!

 

Here's my issue:

Managers have Secretaries.

I’m interested in having a 2-way relationship between Contact A and Contact B.

So that when I declare that A is B’s Manager, B becomes A’s “Assistant” or “Direct report”.

Setting up a custom Contact field only provides a 1-way relationship.

 

What do you suggest?

 

@João Salgueiro 

 

Link 1 contact to 2 organizations

Dear Community,

I am trying to link 1 contact to 2 organizations. Unfortunately, I cannot...

is it normal ? Or should I duplicate the contact ?

 

Thank you all.

 

Best, 

Mapping new leads/deals to existing organizations

Hi Community!

We want to have our web forms create a new deal, but not a new organization.

Right now, every new web form creates a new deal. (great!) BUT I don't want it to create a new organization if there is already one live! Is it possible to map this lead (create a look-up) and have them merged vs creating a new one?

EXAMPLE: Lead is Nike looking for more advertisement space. I want Nike to not duplicate as a new organization, but map to the existing one.

If there is any other way forward with this please advise!... (More)