Help needed. Is there a way to clone your Pipedrive environment for another sales team/customer? If
Daniel Steyn_20524
Member Posts: 13
Help needed. Is there a way to clone your Pipedrive environment for another sales team/customer? If I configured Pipedrive for one client and another client in the same industry likes most of what they see, could I clone that environment for a second client and then customize it? Trying to save time doing the setup from scratch.
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Answers
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Would love to see this function as well. Let us know if you figure out a solution.0
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Hi @Daniel Steyn unfortunately there's not a direct and easy option to do this. Can you explain to me the use case why you'd need this? Would you need this frequently?
https://community.pipedrive.com/user/daniel_steyn10
