Consolidate Separate Accounts
Collin Harbour
Member Posts: 1 VERIFIED MEMBER
I have three PipeDrive accounts (one for me, one for each of my clients). Am I able to set them up where I can toggle between each account, maybe through a drop down menu, without having to log out of one account and log into another account? (Similar to Twitter, where I have a couple of different accounts).
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Yes you can.
Click on your name in the navigation and press "SWITCH COMPANY"
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To make sure the view that Boris speaks off pops up you'd need to be sure to have a user on each of the accounts that users the same email address to login @Collin Harbour
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