Reconfiguring Live PD - Best Practice - sandbox? test environment?

T Anthony Howell

About to embark on serious reconfiguration of an existing PD instance - permissions / team members / auto workflows etc.

I've typically done this on the live site, but I'm concerned with this project the changes will interfere with the client's ongoing business.

Any suggestions?

 

Andreia Freixo

Hey Anthony!

You can request a sandbox account here if you'd like: https://pipedrive.readme.io/docs/developer-sandbox-account

Otherwise remember you can always contact our lovely support in case something goes wrong -- we often can revert unwanted changes (cases need to be checked one by one, but we will do our best!)

Hope this helps

Have a lovely week!