Reconfiguring Live PD - Best Practice - sandbox? test environment?
T Anthony Howell Posts: 1
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.
Andreia Freixo Posts: 189edited December 2021 #2
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!0