Скачать или смотреть Struggling To Change Contacts or Organizations in Pipedrive Deals? Here's a Quick Fix!

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In this tutorial, I walk you through the process of changing the Person associated with a Deal in Pipedrive. Learn how to seamlessly update the contact person for your sales opportunity when circumstances change, such as a contact leaving the company or the need for a different point of contact. Follow this step-by-step pipedrive guide to ensure your deals are always linked to the right individuals for effective communication and successful sales management.

0:55 How to change the person connected to a Deal in Pipedrive
1:30 Changing the person connected to a Deal in Pipedrive to a New Person
2:20 Update Deal Title in Pipedrive via automation
3:10 Changing the person connected to a Deal in Pipedrive to an Existing Person
3:55 A Deal may be connected to a Person who is not connected to the same Org as the Deal

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