It seems that many people immediately write off any sort of “assistant” or “wizard” in CRMs – and I tend to agree. After using it a little bit, I must admit that Pipedrive’s Sales Assistant acts almost more as a dashboard, and it is quite customizable. Keep reading to learn more about the Sales Assistant. Read More
Pipedrive has recently implemented new usage limits to all plan types. In a previous post, we discussed the Usage page, which displays your organizations’ usage of custom fields, opportunities, and reports. Below, we will cover what the new limitations are for each plan, so keep reading to learn if you will be affected. Read More
In my opinion, it is surprisingly nonintuitive to find details (chats, files, recordings, etc) from meetings past in Microsoft Teams– especially if they don’t appear on your calendar. I’ve outlined my current preferred method to find this information below. Read More
While I can’t stand it when a bank website logs me out after 4 minutes of inactivity, I do understand why this is such an important security feature — especially for many organizations in this “work from anywhere” era. I recently stumbled upon this feature by accident and thought I’d share its whereabouts for any interested admins! Read More
A Salesforce approval process is a very useful tool in Salesforce to limit quotes, opportunities, or other changes that may require a manager’s intervention to make it active. For instance, you may want to have an opportunity “approved” if the value is over $5,000. Maybe a quote or the win could also be limited to an approval. What’s really nice is that the option to add the approvals as a related list is also there so you can see the history of the particular record.