Salesperson handling the followups with leads received from LinkedIn left his job. What is the best
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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! 😉
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Inês Batata said:
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.
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Inês Batata said:
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? 🙂
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Inês Batata said:
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
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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...
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