Hello everybody,

 

I am new to Pipedrive, and have only ever used SalesForce + Tableau to manage sales teams in the past.

 

What I have never attempted is to have my Leads self-complete their information in my CRM.

 

So what I am wondering is the following:

1.) Can I use Pipeline to send out unique links to my Leads so that they can self-complete the missing data fields I need? So they would see the info I have already (Name, Address, etc.), and the fields that need completing (Number of Employees, Annual Sales, etc.)?

2.) Should they NOT answer those emails, I would send them a physical letter asking them to scan a unique QR code that would open the above-mentioned Lead-specific form to complete.

 

Can Pipeline and/or its integrated Apps handle that kind of thing?

 

Thanks!