Editing process / fields / stages

Lunchpool
Lunchpool Posts: 2
edited June 2022 in Workflow Automation #1

Hi everyone! We've been on pipedrive for about year now and are going through some growing pains. As we prep our operations for efficiency and scale, I'm wondering how people handle editing the fields / stages and automation without breaking what's in flight.

It'd be ideal if we had a staging environment where we can optimize the workflow and setup, but I'm not seeing any option like that.

Anyone have a good process for optimizing the workflow and setup? 

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  • Boris Tsibelman
    Boris Tsibelman Posts: 999
    1000 Comments Second Anniversary First Answer Combo Breaker
    edited June 2021 #2

    You can create a demo org [on a 14-day free trial] and test things out in there.

    There is no concept of sandbox [staging] vs production environment at the moment in pipedrive. 

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