can you send the pipedrive report by email?
Amit Sarda - Pipedrive Consultant - AmitSarda.xyz Posts: 1,232edited August 2021 #2
1. You can create a shared link to the dashboard and ask the team members to bookmark it.
2. You can print the Report page as a PDF and email it to the team.
3. You can also check with @Renat Gabitov if he has an automated way of doing this with his tool.0
Sivasankari Vinayagam Posts: 8edited August 2021 #3
Hi Cargo Partners,
We have automated many such manual actions via Pipedrive Bots. Happy to help you.
Please contact us at [email protected]
Paalam Consultancy Ltd