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
Tagged:

Comments

  • Manuel Oliveira
    Manuel Oliveira Admin Posts: 1,432 COMMUNITY MANAGER
    1000 Comments Fourth Anniversary 250 Likes 25 Answers
    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.

This discussion has been closed.

Categories