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How to centrally document country-specific information and link it to applicable organisations?

Hi, I was wondering if anyone has found a way to document in-depth country-specific information, like demographics, market trends, etc.? I would like this country information to be automatically linked to organisation pages of companies located in that specific country. Like that, there is one central country page to complement with information continuously, showing the relevant information on all applicable organisation pages.

I would like to make use of tables, hyperlinks, formatting tools (bold, italic, underline), pictures, etc. when documenting the country information. This isn't possible when making use of custom fields.

Finally, it would be great if the country... (More)

Rotten Deal trigger to move to Leads (to Archive) via the workflow automation.

Hi Pipedrive,

Can you help us create Rotten Deals as a trigger to move to Leads (to archive) via the workflow? This below is not working as yet even though you can select Rotten deals as a trigger. Not working for now. Think this will benefit a lot of folks.

Trying to Update Deal and using Rotten Deal as a trigger to move Deal to Leads so that I can archive it later on.
Trying to Update Deal and using Rotten Deal as a trigger to move Deal to Leads so that I can archive it later on.

Please can the community support this?

Thanks!

Regards,

Allan

 

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Faire de son CRM Pipedrive une machine à leads automatisée : le rêve ! 💭

Mais un rêve qui peut devenir réalité !

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Avec Léa Granat, Sales Expert Dropcontact, on vous partage les meilleures techniques et astuces pour mettre en place un workflow automatique dans votre Pipedrive 💪 :

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Vous allez enfin pouvoir... (More)

Can People have an address and no organization

Can People have an address and no organization.  I have customers who are homeowners and I need to enter their address.