Activities in CRM
Lizingovka.sk
Member Posts: 2 VERIFIED MEMBER
Hi, we have two different accounts (under one company). Problem is, we do not see each others activities. Is there any solution we can see exactly the same informations? As nature of our work flow is to share a part of work on the client, therefore we need to see each others activities, notes etc.
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Answers
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Not within Pipedrive.
But you can build a custom portal (use Glide or Noloco) by building a data pipeline using Coupler or Coefficient or Conduit.
If you have any other questions or need further help, please book a call.
Best,
Resources: Pipedrive Consulting | Pipedrive Automation Examples
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