As a service provider, I monitor multiple clients. Is there a way to quickly get into each instance?

Other tools have the ability to switch quickly between instances as a power user/reseller or service provider. Does Pipedrive have this too? It usually has some sort of a choose instance button on the top right (Asana/Fareharbor) or in the left hand side (Slack) where I can switch instances. Best if I as a supporter of multiple instances, don't have to have a license for each.

Best Answer

  • Manuel Oliveira
    Manuel Oliveira Admin Posts: 966
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    COMMUNITY MANAGER
    #2 Answer ✓

    If you’re a partner, affiliate or solution provider, please get in touch with our partnerships team directly at [email protected]. They can further help you from there.

Answers

  • Manuel Oliveira
    Manuel Oliveira Admin Posts: 966
    First Anniversary 5 Insightfuls 5 Likes First Comment
    COMMUNITY MANAGER

    Hi, @MichelleHigherRing . Pipedrive has a similar feature that allows switching between the companies you’re an active user of. Here’s how it works.

  • MichelleHigherRing
    MichelleHigherRing Member Posts: 2
    First Comment

    Thank you Manuel! Must I have a license in each or as a reseller and service provider, can I possibly get away without inflicting that additional cost on our clients? Asana, Slack etc, there is no additional cost. Thank you if you know!