CRM Hygiene
Keeping the CRM worth trusting — fields that get filled, next steps that exist, and clean-ups that do not cost reps their week.
CRM Hygiene
Pipedrive email tracking: what an “opened” icon does and does not prove
CRM Hygiene
Pipedrive Web Visitors: ‘quality’ means page views, so decide who calls whom
CRM Hygiene
Pipedrive Smart Bcc and the second open deal: why a client’s email lands in the inbox, not on the deal
CRM Hygiene
Shared email templates in Pipedrive: who can edit them, merge fields, and keeping the team library clean
CRM Hygiene
Merging two deals in Pipedrive: pick the primary one before you click Merge
CRM Hygiene
Pipedrive notes that survive a handoff: mentions, pinned notes, and where a mention can’t reach
CRM Hygiene
The deals that never reached your pipeline: Pipedrive’s usage limit and the deals waitlist
CRM Hygiene
Convert a deal back to a lead in Pipedrive: the middle option between stuck and Lost
CRM Hygiene
Pipedrive activity types: keep the list short so the report means something
CRM Hygiene