Seeking Efficient Ways to Access Client Pipedrive Accounts for Setup

Options

Hi everyone,

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!

Jamie

Answers

  • Manuel Oliveira
    Manuel Oliveira Admin Posts: 1,102 COMMUNITY MANAGER
    5 Likes First Answer First Anniversary First Comment
    Options

    Hi, @Board of one . Are you involved in the Pipedrive partner program? If so, there may be a way to do just that, depending on your partner tier. Just apply for the program if you’re not yet a partner, or reach out to a partner team member using the email address provided if you’re already a partner.