can you send the pipedrive report by email?

Cargo Partners
Cargo Partners Member Posts: 2
edited July 2022 in Sales CRM #1

 

Comments

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,534
    First Anniversary First Answer 5 Up Votes 5 Likes
    edited 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. 

  • Sivasankari Vinayagam
    Sivasankari Vinayagam Member Posts: 8
    edited August 2021 #3

    Hi Cargo Partners, 

    We have automated many such manual actions via Pipedrive Bots. Happy to help you. 

    Please contact us at shanprem@paalam.co.uk 

    Regards

    Shan

    Paalam Consultancy Ltd

    UK

    http://paalam.co.uk