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Resource management
Resource management
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PipeDrive -> Taliscape Integration

Does anyone understand how this integration works?  I've just enabled Taliscape in our Pipedrive account, and was expecting to see the deals in my pipeline appearing on the Taliscape side, but no joy.  It appears as if I need to enter all the Project data into Taliscape by hand, which makes the integration relatively useless IMPO.  I imagine either something is not setup correctly, or I need to run some process or wait until it runs??

Any guidance or suggestions are greatly appreciated! 

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What resource planning software can we integrate with?

In our professional services quotations we allocate future resources. We would need to get insights about the capacity for delivering projects once we win it. And manage the resource in the post sales face. We have an integration with Quickbooks but there is no module for resource management.

Zwei kurze Fragen zu weiteren Möglichkeiten

Hallo Liebe Community, 

zwei kurze Fragen: Ist es irgendwie möglich, z.B. Discount X % auf Gesamtpreis zu hinterlegen und nicht nur auf Produktebene? 

Zweitens, kann ich irgendwo Kontaktperson als "inaktiv" markieren, da sich doch oft das 
Personalkarussell dreht. 

Dankeschön schon einmal. 

VG

Christoph