Hi, I'm a Realtor and very new to Pipedrive. I was hoping that there might be activity or deal transaction templates that I can use. I haven't figured that out yet.

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Posted 8 months ago

Hi, I'm a Realtor and very new to Pipedrive. I was hoping that there might be activity or deal transaction templates that I can use. I haven't figured that out yet.

Am I missing something? Thanks in advance-

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Saleswings adds contact enrichment to the mix! I haven't heard yet what their data source is. I think it might be FullContact.

Question: is there a way to customize the "activity" columns in pipedrive? I haven't been able to see a way to do that yet.