Seeking Efficient Ways to Access Client Pipedrive Accounts for Setup
I'm currently using Pipedrive for my business and have started introducing it to my clients. I'm looking for a more streamlined way to access their Pipedrive accounts to assist with setup and optimization. Ideally, I'd like to avoid using the regular login process or adding an extra seat, as I'm not a member of their sales teams and only need temporary access for setup purposes. Any advice on how to manage this more efficiently would be greatly appreciated!
Thanks in advance!