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Motivation & Productivity
Motivation & Productivity
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Internal communication

Is there a way I can communicate with a team member through pipedrive? I need to alert or manager my team about certain prospects or ask for an update on a lead. 

 

Are You Making the Most of Your Sales Orders?

❓Do you take advantage of sales order forms - and if so, how do they contribute to your performance? Share with us in the comments. 💬

Sales orders play an important role in the vendor-customer sales process.

While not every business or sales professional takes advantage of sales order forms, those that do stand to benefit in a number of ways.

For example, using proper documentation and taking a systematic approach to sales orders can help:

  • Solidify purchase expectations for both you and your buyer
  • Verify key product, delivery and billing information
  • Ensure all your sales transactions get documented and... (More)

New: Workflow Automation 2.0 is live! (gradual rollout) 🦾🤖

For whom?

  • Advanced, Professional and Enterprise plan.
  • Starting May 12th, gradual rollout in batches over the 3 upcoming weeks.

What can I do with it?

  • benefit from more user-friendly look and feel
  • create automated sequences
  • add custom due dates to Activity actions
  • use merge fields in Activity notes
  • duplicate and upgrade WA 1.0 workflows to the new 2.0 version


What's planned for the future?

  • Wait steps
  • Date-based triggers

🧠 Learn all about Workflow Automation from our Academy self-guided videos and our Knowledge Base tutorial in your preferred language.

🔔 Follow What’s New? to get notified about all new product releases.... (More)

New: Mentions and Comments for all plans (web app + mobile app) 💬 💬

Why?

  • Tag your colleagues in your notes, bringing their attention to deals, organizations, or contact people.
  • Collaborate more efficiently so that everyone can keep their work on track.
  • Comment underneath your mentions or notes, allowing for simple, fast, communication with your team.

For whom?

All users in all plans.

What can I do with it?

  • Mention a colleague: simply type @ in your notes, and select your their name from the dropdown list.
  • Comment under notes after being mentioned: communicate directly with your colleagues on any ongoing collaborations.
  • Email notifications: opt in or out of getting them for mentions... (More)