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Workflow AutomationContacts TimelineNotificationsActivitiesSales Assistant

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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?

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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?

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).

Automated tasks at specific times of the year: How do one create automated tasks at specific times of the year to start ... trigger these yearly tasks. Any ideas?

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.

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