I just saw your Minor update video and then stumbled upon this new one of yours; love to see you in your new rental! Can wait to see your office in your newly built home!
Hi Paul, I like your videos and the thought process you describe behind your actions. In your video, you showed an SMS message in your activities. I get that it's a demo account, but do you use any phone app integrations? If so, which one do you think is the most effective? Thanks for your time and help.
I just saw your Minor update video and then stumbled upon this new one of yours; love to see you in your new rental!
Can wait to see your office in your newly built home!
Thanks, neither can I! 😀
Thx for this very valuable information
You're welcome 😀
Hi Paul! Do you have a video about deals vs contact? We are unsure where to best record a leads notes, activity etc.
I'd suggest doing this on the lead and when you link the lead to a contact, the note will show up on both.
Hi Paul, I like your videos and the thought process you describe behind your actions. In your video, you showed an SMS message in your activities. I get that it's a demo account, but do you use any phone app integrations? If so, which one do you think is the most effective? Thanks for your time and help.
I recommend JustCall for SMS integration: justcall.io?fp_ref=paul63 (affiliate link)
Hi Paul, just a quick question. In your PD notes there seems to be an integration (a green bubble with the letter G) What is it for? Thanks in advance
That's Grammarly, it checks your spelling and grammar.
How do you setup SMS and phone system for Pipedrive
You would need to use a third-party phone service like JustCall: justcall.io?fp_ref=paul63 (affiliate link)