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Financial or Credit Services industry
Financial or Credit Services industry
1218 members
-1 questions
4 posts

In this channel we've gathered all those sales and marketing enthusiasts working in the Financial or Credit Services industry. 

  • Are you looking to learn how an expert in your field has implemented Pipedrive to solve the same challenges you are facing?
  • Do you want to ask specific sales and marketing questions to people working in your field?
  • Are you looking to share your own knowledge with others?

If one or all of the above is true, then this is the right channel for you!


Welcome to the Financial or Credit Services industry channel 🚀 Share and learn! 🚀

Hi all 👋

In an attempt to get more value out of the community we've gathered members working in the same/similar industries in their own industry specific channels.

Certain generic business problems or Pipedrive setup questions can be similar across your industry. By adding you all into one channel we want to bring you all closer to others who may have already solved certain questions you and your team are dealing with.

In this channel you can connect with people from all over the world working in Sales or Marketing in the same industry as you do making it easier... (More)

Assign Financial Products as Products or Labels

Hello all,

Do any FS people use Products in PD for industry products, let's say Life Assurance or Investment Portfolio set up as products within PD or do they just label their clients relating to the business the client has with their firm?

Either way best practices and ideas are always welcome. 


Carol Ussery
Private Mortgage Group

I am a Mortgage Lender. I connect borrowers who need loans (Deals) with Private Investors (Leads). how do I assign a Deal to a Lead? And Can I do that for multiple Deals?

Time Tracking Practices and / or Integrations

Hello FS people,

Does anyone here time track the amount of time they spend working on clients and have they managed to integrate that into Pipedrive, either directly or by using an integration and linking time tracking to contacts or particular deals?

This would be a really useful feature imo.

Thanks for your answers,