Salesperson handling the followups with leads received from LinkedIn left his job. What is the best

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  • Inês Batata
    Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited February 24 #2

    Hi @Adi Fridman !

    In case you haven't done it yet, here's a quick tutorial on how to change ownership of those items in Pipedrive: How can I reassign items owned by one user to another user?

    As to the best handover practices, I'll leave it to the experts - our community members here! 😉

     

     

  • Adi Fridman
    Adi Fridman Posts: 2
    edited July 2020 #3

    Hi @Adi Fridman !

    In case you haven't done it yet, here's a quick tutorial on how to change ownership of those items in Pipedrive: How can I reassign items owned by one user to another user?

    As to the best handover practices, I'll leave it to the experts - our community members here! 😉

     

     

    Thanks, Ines, we did that. my issue is more restarting the interaction with the contacted leads and making sure that they don't experience any bad vibes from the instability of the Salesperson quitting.

  • Inês Batata
    Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited July 2020 #4

    Hi @Adi Fridman !

    In case you haven't done it yet, here's a quick tutorial on how to change ownership of those items in Pipedrive: How can I reassign items owned by one user to another user?

    As to the best handover practices, I'll leave it to the experts - our community members here! 😉

     

     

    Maybe @Boris Tsibelman @Bernd Auer or @Marcelo Silva have some good tips they can share? 🙂

  • Boris Tsibelman
    Boris Tsibelman Community Driver Posts: 1,037
    1000 Comments Second Anniversary Combo Breaker Photogenic
    edited August 2020 #5

    Hi @Adi Fridman !

    In case you haven't done it yet, here's a quick tutorial on how to change ownership of those items in Pipedrive: How can I reassign items owned by one user to another user?

    As to the best handover practices, I'll leave it to the experts - our community members here! 😉

     

     

    This is where utilzing Pipedrive for all your communication with the client is key.

     

    If your sales team takes notes on everything they discuss, your emails are synced -- it should give the salesperson a good understanding of the deal 

  • Bernd Auer www.pd-experts.com
    Bernd Auer www.pd-experts.com Community Driver Posts: 369
    100 Comments 25 Up Votes Second Anniversary 5 Likes
    edited January 2021 #6

    I just can agree with Boris. Being prepared when calling the customer is key. And a standard phrase like "XY has left the company. I have the great pleasure to follow up regarding our cooperation. I understand that you spoke about...". When saying something like this I never had a question like "Why do you contact me?" or "Why did XY leave the company". Everybody knows that somebody can leave the company...