My current setup in Pipedrive just isn't working.

Erin Schackman
Erin Schackman Member Posts: 4
First Comment First Anniversary
edited May 2022 in Sales CRM #1

I think I need an overhaul but I don't know what a better setup looks like. I am the equivalent of a personal trainer. I'd love some thoughts and best practices.


I've been researching other CRMs to see what makes sense for me and I think that PD is still the best solution for my business but need to streamline this so I am actually utilizing the program.



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