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Looking for professional consultant to assist with setting up Insight and Dashboard from my company.

É hoje as 20 horas!! Vou configurar do zero, literalmente, um processo de vendas no CRM Pipedrive versão avançada!

Sinto muito, mas não teremos nenhuma oferta especial no final😜. Será só eu no meu escritório mostrando um passo a passo simles de ser seguido.

Nesta aula, usarei somente os recursos do Pipedrive e sem automações.

Na próxima, vamos automatizar

Na terceira vamos integrar ferramentas e dar super poderres ao Pipedrive com o Integromat

E o que vamos ver na aula de hoje?

✔Criar uma nova conta no Pipedrive

✔Desenhar o fluxo processo de vendas no Draw.io para controle

✔Criar as etapas

✔Criar campos personalizados estratégicos

✔Sincronizar Agenda, Email, Drive e celular, tudpo para que o vendedor não precise sair... (More)

Categoria prodotto

Ciao a tutti, sto utilizzando pipedrive Pro (trial) e sto cercando di impostare la categoria di un prodotto come required, ma non ci riesco.

E' possibile in fase di inserimento di un prodotto impostarla come obbligatoria e non far proseguire se non la si inserisce?

Grazie mille a tutti

Andrea

Rob Humenik
Content Marketing Manager/Content Writer/SEO

Different Automations for deals in different localities

Hi,

We have a Contact Forms 7 form on our WordPress site with CF7 Pipedrive Integration. When a lead submits the form, the integration creates a deal in Pipedrive, and the prospect gets an email. We'd like to have one email go to international leads and a different email going to leads in the United States. Is there a good way to set up and automate that?

I'm open to using other WordPress plug-ins, forms, etc. I am also open to creating a lead first for leads coming in from our site (instead of going right to a deal).

Thanks!... (More)