Is there a way to save a customer's card on file?

Robert Watkins
Robert Watkins Member Posts: 1 VERIFIED MEMBER
edited July 2022 in Sales CRM #1
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  • Manuel Oliveira
    Manuel Oliveira Admin Posts: 1,230 COMMUNITY MANAGER
    250 Likes Third Anniversary 25 Answers 500 Comments
    edited June 2021 #2

    Hi Robert, you can save your people and organization data in Pipedrive as shown here.  If you mean storing business cards, there are many integrations in our marketplace that can help you extracting that information into Pipedrive.

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