Great news! This is now possible with our new personalized pipelines feature. You can now set up your pipelines to handle contacts that have multiple roles, like being both a client and a partner. Here the step by step guide
Just thinking out loud, I absolutely LOVE this! For our business model, technically all team members are also customers so if you wanted to send an email to all customers for example, that should also include the team members. But if you wanted to send an email to only team members about an upcoming training or something, you would want to select only team members. Kind of like all apples are fruits but not all fruit are apples if that makes sense.
Also, sometimes you add someone to your CRM as a potential prospect who starts off interested in something and then decides it’s a no for now. For me, I would likely want to be able to differentiate between people who are no longer interested in either one versus prospects who are actively interested in both.
Andrea
•
May 8, 2025
Hey @Bianca ! what if you handle those with both interest and business leaving it blank? meaning they are interested in both?
and both client and partner, maybe using a label to mark them?
Comments8
Jan 22
PinnedHi everyone,
Great news! This is now possible with our new personalized pipelines feature. You can now set up your pipelines to handle contacts that have multiple roles, like being both a client and a partner. Here the step by step guide
https://help.thesaga.app/articles/3568215-personalised-pipelines
Let us know what you think
McKenna
May 9, 2025
Just thinking out loud, I absolutely LOVE this! For our business model, technically all team members are also customers so if you wanted to send an email to all customers for example, that should also include the team members. But if you wanted to send an email to only team members about an upcoming training or something, you would want to select only team members. Kind of like all apples are fruits but not all fruit are apples if that makes sense.
Also, sometimes you add someone to your CRM as a potential prospect who starts off interested in something and then decides it’s a no for now. For me, I would likely want to be able to differentiate between people who are no longer interested in either one versus prospects who are actively interested in both.
Andrea
May 8, 2025
Hey @Bianca ! what if you handle those with both interest and business leaving it blank? meaning they are interested in both?
and both client and partner, maybe using a label to mark them?