Getting access with our account to a 'new' or 'existing' customer account?

Dominique Hoogsteder_22412
Dominique Hoogsteder_22412 Posts: 18
edited July 2022 in Ideas and Product Feedback #1

When can we get access to our account to a customer account. When we are setting up the account of a new Pipedrive user or need to adjust/manage their accounts we always need to have a login. 

We would like to:

  • setup an account for a new customer
  • gain access when we need to make changes 
  • implement workflow & automations from other accounts (duplicate/import)

Is this feature available soon? 

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  • Mike van der Valk
    Mike van der Valk Posts: 4,055
    2500 Comments 100 Likes Third Anniversary 5 Answers
    PRODUCT MANAGER
    edited February 2021 #2

    Hi @Dominique Hoogsteder 

    This is when you are their consultant / Pipedrive partner right? This is currently not in the plans and a seat is need to have access. Passing on the suggestion though ;) 

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