Hi There!
We are looking to hire a pipedrive specialist for a solar sales and installation company. We currently work within pipedrive for the lead intake and sales process, however once the project is sold we move it off the platform for project management. We want to explore the new “projects” feature on pipedrive and determine if this is a good option for our project management tasks. The development work would be taking the existing data within the sales file on pipedrive, and integrate it into the “project” section with individual projects files for each customer. Currently i have a few automations set up with a projects template, however i am struggling to get all the data updated to accurate information.