Survey/Poll

Workflow AutomationContacts TimelineNotificationsActivitiesSales Assistant

Asked a question 2 years ago

How can I automatically create a task to follow up with people in the 'Contacts Timeline' who do not meet the set follow up frequency?

3 replies 2 comments

Liked by Bert Calatz and 2 others

To see the answers/comment from our community members, please login/sign up for free to this Sales community.

Enter with Google

Contacts Timeline - We most often create a filter set to take advantage of contacting a group of people on regular ... to contact people in that group again?

I make handwritten meeting notes on my iPad, with my apple pencil. Is there anybody who found an easy way to add handwritten notes to a contacts timeline or a deal timeline?

I'm trying to set up a work flow that when a lead is created by one person, it will send out an email from a template, ... set the follow ups to the new owner}

Good morning everyone, I am getting to grips with the automation function in Pipedrive and have set up an auto email ... in advance for your help! Richard.

We have customers who buy products/services which are current for six month, one year etc. How to deal with follow up by ... a e-mail sent out three weeks before).

Who thinks that "Mark activity as Done if the client has responded" feature is useful. Please upvote. We tried to ... and many other CRMs have this feature.

424 views

3 followers

Asked a question 2 years ago

Views this month