Consolidate Separate Accounts
Collin Harbour Posts: 1
edited July 2022 in Business Talk #1
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).
Boris Tsibelman Posts: 998edited November 2020 #2
Yes you can.
Click on your name in the navigation and press "SWITCH COMPANY"0
Mike van der Valk Posts: 4,052 PRODUCT MANAGERedited November 2020 #3
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 Harbour0