Reconfiguring Live PD - Best Practice - sandbox? test environment?
T Anthony Howell
Member Posts: 1 VERIFIED MEMBER
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?
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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!
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