If you are going to purchase or recently purchased a Pipedrive account and don't know how to make it work for your business needs, I'm here to help. The process starts with evaluating your current online support process. Then I will help analyze and come up with Pipedrive setup that will fit for your business.
Some of common tasks are:
Deal/Lead Views
Set up notification rules
Customize email templates
Set up deal/lead views based on your business
Updating page layouts
Work with Automations
Working with dashboards and reports
Before placing order, please contact me for some details and requirements.