
Pipedrive
Your agent searches deals, contacts and activities in Pipedrive and highlights which deals need follow-up.
What your agent can do
Look up deals, leads and contacts, complete with notes
Review the pipeline by stage and owner
List scheduled calls, meetings and tasks
Create or update deals, contacts and activities
Move a deal to the next stage
Things to try
“Which deals in the Proposal stage have had no activity for two weeks?”

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