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Pipedrive CRM

Pipedrive – Introducing Projects

By June 29, 2022No Comments

Projects in Pipedrive is a new feature that allows organizations to track projects specifically, with relevant features like project activities.  Most organizations used an additional pipeline to track post-award activities like projects until now, so this is a welcome update!  It does appear to require an additional subscription after it is fully released to the public, but a free trial will be available to all.  As of June 2022, this is still being rolled out to all users, so you might need to wait to try it out.

For more information, check out the following:
This article from Pipedrive details the features (project phases and activities, project boards, statuses, etc.).

This article describes how to enable projects for additional users if you already have it in your organization.  The Marks Group does not have access at the moment, but we will be checking it out and posting tips as soon as possible!   Keep an eye out for more from us in the future.

 

Megan Hagedorn

Author Megan Hagedorn

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