Is anyone willing to spend an hour or two with me, to help me setup pipedrive?

Rhyder · September 2023

I am a few hours into playing with Pipedrive, and I am loving it. There are a few things that I am sure the system can do, like automate an email to an organisation owner/primary contact when an activity happens on the organisation but I just dont know enough to make it happen

Would love to send some time with someone who knows the system

Liz (Ops Designed) · September 2023

Hi @Rhyder -

How exciting, welcome to Pipedrive! I'm a Pipedrive Partner and would be happy to have a chat with you about your sales process and initial Pipedrive Setup and get a better idea of what you'd like to accomplish with Pipedrive.

You're welcome to book a time to connect here: https://www.opsdesigned.com/contact

Additionally, here's an article and video I recommend regarding setting up your Pipeline Stages and Detail Fields: https://www.opsdesigned.com/articles/setup-pipedrive-sales-pipeline

Look forward to connecting with you!

- Liz

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