What are some best practices for Deal creation and updating?

Rachel Pulido

I want to make it easier to get all of the necessary Deal information into Pipedrive. What are some best practices and can I leverage workflow automation for this?

Liz (Ops Designed)

Hi @Rachel Pulido -

There are definitely ways you can leverage workflow automations to auto-update fields based on conditions in your process. You can also use something like Jotform to ensure the right information is entered and to provide a cleaner interface for your sales team. 

To provide more specific solutions I would need to understand more about your team and process.

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

- Liz

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