Tracking company history of Pipe Drive contacts
Rob Finn
Member Posts: 1 VERIFIED MEMBER
Is there a plug-in I can add wherein I can run reports or get alerts on all of the contacts I have in PD that sometime in the past worked at a company (the sort of work history found on Linked In) where I have other contacts in Pipe Drive that currently work at that company? It would also be nice to filter when these matches occurred with contacts that are current or former clients of ours. Thanks!
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