How to use Pipedrive to maintain relationship with existing clients who don't have an active lead/de
Hello - We have just started our license with Pipedrive. We get a lot of our new deals from our regular/existing clients. Lead and Deal modules help us manage a new business enquiry from a new or an existing client. But how do we maintain and manage relationship with existing clients who don't have an active lead or deal. Some of the activities that we would like to do with such clients are - sending monthly newsletters, greeting for bday, seasons, forward any specific new that we think could be interesting to them, set up call /meetings during industry conferences etc.