Hi PipeDrive Experts!
I am a new user. My first concern is quiet basic but essential:
- How to optimize my contacts? In PD I feel limited in the way I can customize my list. First, I would like to separate first names and last names and it's not possible. I would also need to link specific documents to each contacts. Have more columns/filters (budget range of each client, separate contacts (clients, ambassador, PR...) type of project (commercial, residential...).
- How to simplify new contacts entry for each team member? From their cellphone, emails... instantly entering it into our company PD.
La there an app that compensate PD lacks in terms of contacts management?
Any advice would be super appreciated! Thanks in advance