What is best way set reminders to regularly connect with leads

Alex
Alex Member Posts: 2 VERIFIED MEMBER
First Comment Photogenic
edited April 24 in Workflow Automation #1

Hi, I am a commercial real estate investor and find properties by constantly connecting with active real estate agents and property owners in my area. My goal with Pipedrive is to make sure I never forget to connect with my contacts at least once every 60 days. Does anyone use Pipedrive for something similar and what have you found to be the best way to set this up. Currently, all of the people I need to regularly make contact with are in my "Leads" but have not found an efficient way to set alerts for each one to make sure I am connected every 60 days. Thanks for any tips and help.

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Answers

  • Edie Mew
    Edie Mew Member Posts: 168 VERIFIED MEMBER
    Third Anniversary 100 Comments 25 Up Votes 25 Likes
    #2

    Hi Alex

    Have you seen the Contacts Timeline feature on Pipedrive under the Contacts tab?

  • Alex
    Alex Member Posts: 2 VERIFIED MEMBER
    First Comment Photogenic
    #3

    I haven't. I'll check it out and let you know if I have any questions. Thanks for the tip.

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