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

Robert Watkins
Robert Watkins Posts: 1
edited July 24 in Sales CRM #1


  • Manuel Oliveira
    Manuel Oliveira Admin Posts: 602 COMMUNITY MANAGER
    100 Comments 5 Answers 5 Likes Community Manager
    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.