Sorry if this isn’t 100% right place to post - I was referred here by a Pipedrive chat agent who wasn’t sure about the functionalities below
Hi, We’re looking to better qualify leads and save our sales team time manually contacting people. I’m wondering if Pipedrive can do the following?
Once a lead comes into the system, your tool follows up with this lead automatically and repeatedly (if needed) over email until that lead accomplishes two tasks:
- upload a document 2) fill out a short form with several questions
Ideally it would also be easy to view leads by “stage” - those that have already done the 2 actions above, and those that have not yet.