My current setup in Pipedrive just isn't working.
Erin Schackman
Member Posts: 3 VERIFIED MEMBER
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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Comments
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Hi Erin,
This article should help: https://sardamit.gumroad.com/l/pipedrive-setup
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Try reaching out to some Pipedrive Consultants who can help you set up & configure your instance most efficiently.
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