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Multiple contacts for our Customer success team post winning

so we just brought our account managers/customer success team. they use pipedrive to make filters etc for their work. one of the things they do is they add persons to contacts and tie them to organization for who they deal with. The problem is is that sometimes' their person is different than who we talked to during the sales process.

and so we can tie them to organization no problem.

but they make contact filters and want to use the deal filter to do certain pipelines and fields, but you can only attach one person per deal so their filters... (More)

🧠 Get the Deals Flowing Faster - Sales Pipeline Course: Chapter 7 | 📽️ 2 mins

https://www.youtube.com/embed/GrTjIitPw-Y

Learn about the fourth and final lever that is vital to having a high-performing sales pipeline: increasing the speed you close deals and getting your pipeline flowing faster. 

Recap all four levers:

  1. How to add more deals
  2. How to go after larger deals
  3. Plug the leaks in your pipeline
  4. Get the deals flowing faster

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Be able to FILTER/ QUERY All Participants attached to DEALS that contain: Product, Special Fields, Location, etc. and include their details when exporting the report.

PARTICIPANT QUERY. A bit frustrated here. Hope you can push this forward as I have seen this request posted numerous times to Pipedrive development and yet it remains unresolved. We operate an International Soccer Development Company which specializes in Sport travel. We need to be able to pull a Participant query with field options such as location, product, year, etc. For example: Create a filter/ query of All participants attached to (ALL) deals containing certain products/SKU's. This seems to be a simple table (link) lookup. If Participants are "Linked" to a DEAL, why can't we simply QUERY the link: "DEAL... (More)

It would be great if a report could be run to show what participants are part of a specific deal