Close.io to Pipedrive migration assistance

Hire a Developer
1

Hello Dev community!

We are about 80% through a migration from Close.io to Pipedrive, and are hung up on getting the email/ activity history from Contact Records over, and hung up on visibility settings in Pipedrive. It seems regardless of what we’ve tried, relating to settings in Pipedrive, users are still NOT able to see other users activity or data in the reports and dashboards we created and shared. We need help finessing these last bits, and are willing to pay for it. HELP!

2

hello,

PM sent , please check.

Thanks,
Nicole

1 Like
3

Hi Michael,
If you are still looking out for some help, I would be interested as what you are needing done is well within my area of expertise.
You can reach me on andrewjohnson56782@gmail.com
Best Wishes and Have a great day ahead,
Andrew

4

Hello @MichaelMacDonald

I have sent you an personal message with detail, please check

Regards,
Olivia

5

Hi Michael ,
Interested to discuss, sorting out the issue.
Please connect further - deepvyas71@gmail.com

Regards
Deep