Usuario de la Community de Pipedrive

XF Growingup.zone
XF Growingup.zone Member Posts: 30 VERIFIED MEMBER
10 Comments
edited May 2022 in Sales CRM #1

Quiero asociar esta cuenta de la Community a otra cuenta de usuario de Pipedrive diferente a ésta.  ¿Cómo lo tengo que hacer?

#Community

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  • Inês Batata
    Inês Batata Posts: 2,017 VERIFIED MEMBER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited February 2022 #2

    Hi @XF Growingup.zone !

    If you use the email address to log into both company accounts, all you need to do is from Company B navigate to "..." > Community and you're done.

    If you want a colleague of yours to also have a Community account, they just have to do the steps above and a community account will automatically be created for them.

    You can then go to each others member profile and follow each other, if you want to be notified about what each of you posts.

    Hope that helps! 🚀

  • XF Growingup.zone
    XF Growingup.zone Member Posts: 30 VERIFIED MEMBER
    10 Comments
    edited May 2021 #3
    Inês Batata said:

    Hi @XF Growingup.zone !

    If you use the email address to log into both company accounts, all you need to do is from Company B navigate to "..." > Community and you're done.

    If you want a colleague of yours to also have a Community account, they just have to do the steps above and a community account will automatically be created for them.

    You can then go to each others member profile and follow each other, if you want to be notified about what each of you posts.

    Hope that helps! 🚀

    I don't quite understand it, @Inês Batata . I have several accounts (I am a partner and I constantly open my client's accounts) and in the community I would like to be only from one, regardless of the CRM account I have open ... I understand, then, that it is not possible.

  • Inês Batata
    Inês Batata Posts: 2,017 VERIFIED MEMBER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited July 2021 #4
    Inês Batata said:

    Hi @XF Growingup.zone !

    If you use the email address to log into both company accounts, all you need to do is from Company B navigate to "..." > Community and you're done.

    If you want a colleague of yours to also have a Community account, they just have to do the steps above and a community account will automatically be created for them.

    You can then go to each others member profile and follow each other, if you want to be notified about what each of you posts.

    Hope that helps! 🚀

    Unfortunately at the moment it's not possible to "merge" accounts here in the community @XF Growingup.zone , I understand your pain :(

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