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

Robert Watkins
Robert Watkins Member Posts: 1
edited July 2022 in Sales CRM #1


  • Manuel Oliveira
    Manuel Oliveira Admin Posts: 797
    500 Comments 100 Likes Second Anniversary 5 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.