@André Almeida12, você não consegue operar as duas empresas usando funis diferentes? No Pipedrive você pode ter diversos funil de vendas, cada um com suas regras.
Espero ter ajudado. abraço!
Problem solvingQuestions - Are you stuck?
- Are you trying to get a certain task done in Pipedrive but don't know how to?
- Are you wondering how to get a certain automation in place?
- Are you crafting a make-shift solution for a problem until a better, inbuilt solution comes along?
- Do you think in terms of data, analytics, processes, and systems?
Answers - Have a solution?
- Do you rely on bulk edits, custom fields, automation, and import/export to solve a problem quickly?
- Is Zapier/Integromat your best friend?
- Do you evangelize new apps in the marketplace?
Enjoy this space to find out-of-the-box solutions to some standard challenges.
31 followers2 questions2 posts
Questions - Are you stuck?
- Are you trying to get a certain task done in Pipedrive but don't know how to?
- Are you wondering how to get a certain automation in place?
- Are you crafting a make-shift solution for a problem until a better, inbuilt solution comes along?
- Do you think in terms of data, analytics, processes, and systems?
Answers - Have a solution?
- Do you rely on bulk edits, custom fields, automation, and import/export to solve a problem quickly?
- Is Zapier/Integromat your best friend?
- Do you evangelize new apps in the marketplace?
Enjoy this space to find out-of-the-box solutions to some standard challenges.
31 followers
2 questions
2 posts
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Problem solving
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Problem solving
Hello All,
We paid for two users at the end and the yearly suscription...
I love all the Pipedrives features, but for me, unfortunately, it is a very unstable system....
Last week I spent several days preparing todays presentation and trainning with 4 of my employees. Yesterday, I programmed some automatitations and checked that they worked perfectly. No problem. Great!
However, today, with all the meeting ready, I had to cancel it... Created automatitations do not work any more...
More than 4 hours since I asked support.... Had to send employees somewhere else... Waste of time and money...
So far,... (More)
Olá @André Almeida11 !
Dependendo daquilo que pretende fazer, essas são minhas sugestões:
- Se procura listar uma mesma Pessoa como ligada a duas Organizações na Pipedrive, sugiro que crie um campo personalizado10 do tipo "Organização" em Pessoas8 , onde poderá depois listar essa segunda organização. Atenção: terá também de listar a pessoa na Organização secundária manualmente, pois por omissão essa ligação automática só acontece no campo que vem de origem.
- Se procura fazer com que um usuário tenha acesso a duas contas de empresa diferentes da Pipedrive, então tal como sugerido pelo @Christoph Suwelack2 precisará criar duas contas de empresa... (More)
