Skip to main content

Prospector
Prospector
0 followers
0 questions
8 posts

Interested in this Topic?
Signup up now to follow this topic, join the discussion, and always stay updated

Jeferson Umezaki
Sales | Export | Business Inteligence | CRM Pipedrive

Industry Field - Suggestion

Is there any possibility to include "Nutraceuticals or Health Supplements" as option?

Prospector- Leads-Double Company records

Hello PD,

I see that Leads generated via Prospector create a double company registration.

For example, I select a company in prospector in order to search for extra DMU contact details. When I want to import a new DMU it is only possible by creating a new Lead. The new Leads contains the DMU name and e-mail and is connected to their current company. But when this company already exists in Pipedrive, the new lead creation registers a double records of the company. Why is that? Why don't I get the chance the connect the new DMU to an existing... (More)

Live YouTube - On découvre "Prospecteur" ensemble

Oyé Oyé !

Fonctionnalité incroyable qui est encore en (Beta).
"Le prospecteur"

On découvre tout ça ensemble en live mardi prochain à 17h.

 

Venez nombreux !!!!

https://youtu.be/HWtJum8oIK4
Desiree
Head - Business Application

prospector (beta) - leads inbox

I have notice the new prospector (beta) in the Leads inbox, and it looks brilliant 

I went to check on the knowledge base info and notice that only admins will be allowed to move these prospects to Leads. 

it would be great if we could have the option to allow some regular users this option 

Similarity to the access options we give interns of "excel download" or "updated won time"

this would be extremely helpful

Much appreciated thank you 

https://support.pipedrive.com/hc/en-us/articles/360011001417-Prospector-BETA-