Pipedrive is a sales customer relationships management (CRM) tool enabling sales teams to make more sales while doing less work. One of the most appealing features of using a CRM is organizing information and processes to keep sales teams from missing out on communications and potential sales. One way Pipedrive helps do this is by allowing you to designate potential customers as “deals” or “leads.”
Set up automatic reminders in the Pipedrive CRM to ensure you never miss important sales activities. This guide walks you through configuring default reminders and customizing notification preferences to keep your team organized and on track.
