Pipedrive basic setup + integration with email for a real estate agency

Published: Oct 07 2020
Valid until:
Nov 06 2020
Budget
Not specified

Project description

We are looking for a Pipedrive expert to help us with a very basic Pipedrive implementation for real estate agency.

The requirements are:

- Setting-up Pipedrive account

- Defining the stages of sales funnel and custom fields

- Defining labels and reasons for lost opportunities

- Uploading data from Google Sheets

- Integration with lead sources - web form​,​ Facebook​,​ email

- Integration with email - G Suite (necessary if you want to keep the track of the communication)

- Setting-up basic dashboards (insights) based on our KPIs

- Team training (2-3h)

Required software

  • Pipedrive

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