How to – Aanmaken van activiteiten in CRM
Activities in Pipedrive represent any scheduled action on your part towards the closing of a deal: a phone call, lunch meeting, email – whatever it is, you can schedule it with your people contacts, organizations, leads, deals or projects so you will always know what’s coming next. By default, you can set up your activities […]
Geert Menting
How to – Koppelen van calender aan CRM
Calendar sync It is always important to keep track of all of your upcoming tasks, whether business or personal. Having several calendars runs the risk of double-booking or missing appointments, leaving you looking unprofessional or losing important deals. To prevent this, Pipedrive suggests syncing your Pipedrive account to your preferred calendar system – Google, Exchange, Outlook, […]
Geert Menting
How to – Koppelen van e-mail aan CRM
Setting up your email sync Go to Personal preferences > Email sync. Click the “Add new account” button. You will be directed to a new webpage and prompted to provide the login credentials of the account you want to sync to Pipedrive. Note: Check here for information about IMAP and SMTP ports. Choosing your email sync conditions Once connected, confirm […]
Geert Menting