allow export/import of custom fields, email templates, pipelines
We are onboarding many agents, I've been asking for this feature for some time now.
We need a feature to be able to export the custom data fields, email templates and pipelines and general settings.
It should be possible to create a template of pipedrive setup that works for one user and export that and import into another.
We don't like the feature of having everyone under one roof with additional users as these are independent agents and we don't need mixing of contacts and initial account seeing contacts other others etc, which is how pipedrive handles it now, and payment being controlled by main account. doesn't help us at all. It might work for some companies, doesn't work for our agency structure.
Doing it manually and configuring everyone's pipedrive for our business takes many hours, albeit it works, and it should allow a simple export and import so that the setup can be duplicated.