Hi Paul, I am new to Pipedrive. Your videos are fascinating. The company sells a service to prospective companies on behalf of a manufacturer. The company charges their manufacturing client for qualifying a lead, then for onboarding the product. That is the point at which the client is run. Once onboarded, they continue to sell and charge for further individual account management services throughout the year. How would they manage these additional products in a pipeline structure as these activities occur once the initial Win has passed? Does this require a separate pipeline? Hope you can assist-Thanks
hi Paul, is it possible to set up an pre-set (default) duration for a product? For example, when I'm selling my product, I sell it for 10$/month, so the price is 10$, but it is always for a duration of 24 months. My question is : is there any way I can set a specific product to a specific duration, without doing it manually each time?
Would someone please direct me to this video; 2. Use the contact timeline to see a history of interactions with each client (I have an entire video on this).
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Audio notes, follow-up frequency, and products are going to be a great tool for me to use with my team. Thanks!
You're welcome 😀
Hi Paul, I am new to Pipedrive. Your videos are fascinating. The company sells a service to prospective companies on behalf of a manufacturer. The company charges their manufacturing client for qualifying a lead, then for onboarding the product. That is the point at which the client is run. Once onboarded, they continue to sell and charge for further individual account management services throughout the year. How would they manage these additional products in a pipeline structure as these activities occur once the initial Win has passed? Does this require a separate pipeline? Hope you can assist-Thanks
Please can you contact me via my website so we can talk through this a bit more?
hi Paul, is it possible to set up an pre-set (default) duration for a product? For example, when I'm selling my product, I sell it for 10$/month, so the price is 10$, but it is always for a duration of 24 months. My question is : is there any way I can set a specific product to a specific duration, without doing it manually each time?
Sorry, not that I'm aware of
It's worth noting that you can't whitelist an address that has another pipedrive account associated with it.
Good point, thanks Mark!
I mistakenly deleted a filter "Deleted Deals".
How do I recreate?
We recreated this for you the other day 😀
@@minor-co Yes yes
Thanks
That was before I emailed you 😂😂
Would someone please direct me to this video; 2. Use the contact timeline to see a history of interactions with each client (I have an entire video on this).
Ty this: th-cam.com/video/KVPWyA6r7ns/w-d-xo.html