written by
Dominik Hudzik
CRM - training, customization, integration Freelancer at SoftwareSupport
Self-starter, motivated, proactive and independent. Focused on customer goals through strong relationships. Eager to learn. Having a positive attitude and creative mindset.
Pipedrive CRM deployment:
- A production company. Hiring over 50 people.
- Implementation of Pipedrive for 3 people
- Sales process is in ERP. Data has to be moved.
- No training for the team
- All organizations are assigned to one person. It will be easy to filter them.
- To create users, you need to enter their emails. Then the system will send an invitation. After accepting it, the user becomes active in the system.
- At the moment, users, as assigned to the organization, are created as a label. It is enough to filter by labels and then you can change the owner for the organization data with a collective action.
- I have also moved the email and phone number - please select all my organizations and in the collective actions tick so that the system will clear the field with the phone and/or email
I have provided some filters to help with your browsing:
- an organization without an ERP number
- organization without email
I checked and the system does not see duplicates in Organizations:
Unfortunately, that doesn't mean they don't exist. Only the system can't find them.
Of course, some of the organizations would get www, e.g. Gmail.
written by
Dominik Hudzik
CRM - training, customization, integration Freelancer at SoftwareSupport
Self-starter, motivated, proactive and independent. Focused on customer goals through strong relationships. Eager to learn. Having a positive attitude and creative mindset.
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