Pipedrive implementation

Project description

I have a specific project to get pipedrive set up for a team of 8 business development consultants that sell health and life insurance via brokers, so it is B2B2C which makes it slightly complex on Pipedrive. I've done a lot of work trying to set it up myself so all the data, products, organisations are pretty well set up its just organising it so we can do mass uploads of deals each week.