We've just started using Chatbot and we are getting a number of spam enquries. Anyone else had this issue. Pipedrive say there is no way around it. Any advice would be great.
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I'm looking for a simple solution (ideally, built-in to Pipedrive) to keep track of who is participating in what events our company hosts and/or attends. Any recommendations?
Here's one idea/concept we're exploring:
- Create a separate "Events Tracking" pipeline for tracking all events, with appropriate stage names that reflect our event management process. (Inviting, Attending, Following Up, etc.)
- Create one deal for each event in the "Events Tracking" pipeline.
- Associate each contact to that Event Tracking deal, MAYBE by using a few custom activity codes that reflect the participation level of that contact. (Invited, Attended, etc.)
I'm not positive this is the right/best approach, but don't want to do this in a spreadsheet! Thus, any recommendations or ideas would be appreciated.
Hi just wanted to check I am not missing "something", but bought a bunch of leads via "prospector" - now I want to effectively put them into 1 deal and send them a #targeted EDM as a group....Is that possible? Paying for too many platforms - Pipedrive, monday.com, active campaign, plannable, qwillr....too much wanna be duplication in functionality BUT NOT QUITE THE FULLY BAKED PRODUCT.....Have been a big fan of pipedrive from inception and its come a LONG WAY.....this should be an easy task function....hopefully I am just being DUMB?