Pipedrive Configuration
Budget: $15 – $25 AUD
I have been using another CRM for many years but I am looking to migrate to Pipedrive. The key requirement would be to configure automations (Schedules or Plans of actions into the future). I would need to manually activate each plan (could be thirty of them), and then see all future actions (activities) listed on both the customer screen and contact screen. Some of the activities may be automated, but most will need to be manual.
I am not starting this project immediately but want to engage with a Freelancer prior to deciding.
I am not starting this project immediately but want to engage with a Freelancer prior to deciding.