Getting access with our account to a 'new' or 'existing' customer account?
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?
Mike van der Valk Posts: 4,055edited February 2021 #2
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 though0