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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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