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Połączone szanse sprzedaży (usługi i produkty) w ramach jednego kontraktu

Cześć,

Znacie sposób na połączenie kilku szans sprzedaży (relacje) w Pipedrive? 

Chodzi o przypadek połączenia kilku różnych szans sprzedaży dot. jednego klienta (a właściwie kontraktu) w grupę. 

Nie znalazłem żadnej innej opcji poza "Szansami sprzedaży Organizacji", ale nie ma tutaj zależności w odniesieniu do wspomnianego kontraktu, gdzie mamy np. usługi dostarczenia serwerów, utrzymania systemu (rozliczane miesięcznie, subskrypcją) z dostarczeniem produktów. 

Umieszczenie powyższych informacji w jednej szansie sprzedaży zakłamuje statystyki i raporty (to można obejść), ale nie ma nic do wygodnej nawigacji pomiędzy szansami sprzedaży w ramach takiego kontraktu. 

 

 

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We’re currently going through your individual comments and feedback - thank you for helping us make... (More)

Implement Tabs! Stop Squeezing Everything in one Page & Layout

I'm honestly a little tired of how every little field and piece of data is always squeezed into the same one-page layout. It just makes things more complicated and reduces my ability to see the important information immediately (because everything becomes so cluttered). I suggest you implement tabs like salesforce has. That way we can start grouping information and spreading it over several "views/Tabs".

What do I mean exactly? While viewing a deal, I would appreciate that instead of having each and every field listed on the left hand side, I could have tabs within the deal-view. That way I... (More)

@Srini48 @Kamil Baran23 Apologies for the delayed reply, the notification for this question seems to have fallen through the cracks somehow.

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