Hi Folks, Is there any Jewellers that use Pipedrive and would give me some tips and advice on how t
Boris Tsibelman Posts: 998edited February 2022 #2
What are you looking to track within Pipedrive?0
Trust & Co. Posts: 2edited September 2021 #3Boris Tsibelman said:
What are you looking to track within Pipedrive?
Thank you for your response - and sorry for my late reply, I was away.
I would like to track
• Repairs, Job Bags, Special orders by creating a section?
• Take direct pictures of what they've bought
• Order form/filling, printing to give to the client/
• Printing Receipts, Orders - for Repairs
• Keep track of their clients’ database
• Anniversary, Birthday reminder.
• Creating a wishlist
• Previous purchases follow - like An item they've had bought before- like can I type "Emerald" will it list the clients who bought Emeralds?
Are you in the Jewellery business ?