contact Timeline
Hello,
I have just got Pipedrive and was wondering if we can all have the same contact Time line without manually creating it or do we have to personally create it every time we add a new account.
Comments
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You can create a shared filter that is accessible by everyone on the team.
If you have any other questions, please don't hesitate to reach out.
Best,
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Amit Sarda said:
You can create a shared filter that is accessible by everyone on the team.
If you have any other questions, please don't hesitate to reach out.
Best,
Thank you Amit,
Would it be possible for you to give me a few steps on how to do it please.
Kind regards,
Lloyd F
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Amit Sarda said:
You can create a shared filter that is accessible by everyone on the team.
If you have any other questions, please don't hesitate to reach out.
Best,
Just create a filter in the contacts view and change the filter settings from Private to Shared.
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