The best way to complete documents from a client
finupp
Member Posts: 2 VERIFIED MEMBER
Hey
Sometimes I need to sent task to my user. I need them to send me documents according to my instructions. for example some of them have to sent me an ID and other driving licence.
I have to nag and engage them again and again. Do you have an idea how to manage the document completion process in PipeDrive?
maybe to sent the, a document completion list but how can i now when they sent me the document without to check in my inbox.
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