Using Pipedrive for Account management

Mark H

What helpful content is there on using Pipedrive as an account management tool? Specifically, I want to be able to:

1. Set F2F Meeting frequencies on customers (e.g. every 4 weeks they are due for a visit).
2. View the date that an organisation was last visited. (including seeing this in Org list view).
3. Set up an alert if an organisation goes past it's due date for it's next visit.
4. When a F2F visit is marked done for that organisation, a new F2F visit is scheduled based on the pre-set frequency.

Liz (Ops Designed)

Hi Mark!

You can accomplish this using Zapier. Check out this video for an overview of both Pipedrive workflow automations and Zapier.

Please feel free to reach out if you would like additional support.

- Liz

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