If you’re a fan of the CRM Pipedrive, you may be wondering if it’s possible to export your notes. After all, your notes are an important part of your customer interactions, and you want to make sure they’re always available. The good news is that yes, you can export notes from Pipedrive! In this blog […]

Salesforce is a powerful CRM tool, but it can be difficult to keep track of all your leads if you’re not using it correctly. One way to make sure you’re getting the most out of Salesforce is to learn how to merge leads. This can be a difficult task if you don’t know where to […]

If you’re anything like me, you’ve probably been using Pipedrive for a while and have built up quite a few complex pipelines. You may have also noticed that there is no way to copy a pipeline in Pipedrive. While this may seem like a hindrance at first, there are actually some benefits to not being […]

Salesforce is a popular CRM software that helps businesses keep track of their customer data. One common question we get is “Can you merge contacts in Salesforce?” The answer is yes, but there are some things to keep in mind when doing so. First, it’s important to understand that when you merge two contacts in […]

Salesforce is a cloud-based software that helps businesses keep track of their customers, sales, and other important data. One of the features of Salesforce is the ability to clone reports. Cloning a report means creating an exact copy of an existing report. This can be useful if you want to create a new report that […]

If you’re using Pipedrive and want to change your category names, you can do so easily. Just go to Settings > Categories and click on the category name you want to change. Then, simply enter the new name in the “Name” field and click Save. That’s all there is to it! Pipedrive Using custom fields […]

If you have multiple Salesforce accounts, you may be wondering if it’s possible to merge them into one. The short answer is yes, you can merge accounts in Salesforce. However, there are a few things to keep in mind before you begin the process. First, only certain types of data can be merged. Second, you’ll […]

If you’re looking to cancel your Freshbooks account, there are a few things you need to know. First of all, you’ll need to log in to your account and go to the ‘Settings’ tab. From there, you’ll need to click on the ‘Billing’ option and then select the ‘Cancel Account’ button. You’ll be asked to […]

Salesforce is a powerful CRM tool, but can it import opportunities? The answer is yes! Salesforce can import opportunities from other CRMs, making it a great choice for businesses that want to switch to Salesforce. Here’s how you can do it: 1. Export your opportunities as a CSV file from your old CRM. 2. Log […]