How to manage sales follow up in Pipedrive

[@SuccessOpenSourced]

I just saw your Minor update video and then stumbled upon this new one of yours; love to see you in your new rental! Can wait to see your office in your newly built home!

[@minor-co]

Thanks, neither can I! 😀

[@loren1967]

Thx for this very valuable information

[@minor-co]

You're welcome 😀

[@DentalAssistantBootCamp]

Hi Paul! Do you have a video about deals vs contact? We are unsure where to best record a leads notes, activity etc.

[@minor-co]

I'd suggest doing this on the lead and when you link the lead to a contact, the note will show up on both.

[@markusfunk7644]

Hi Paul, just a quick question. In your PD notes there seems to be an integration (a green bubble with the letter G) What is it for? Thanks in advance

[@minor-co]

That's Grammarly, it checks your spelling and grammar.

[@davidrossloans]

Hi Paul, I like your videos and the thought process you describe behind your actions. In your video, you showed an SMS message in your activities. I get that it's a demo account, but do you use any phone app integrations? If so, which one do you think is the most effective? Thanks for your time and help.

[@minor-co]

I recommend JustCall for SMS integration: justcall.io?fp_ref=paul63 (affiliate link)

[@nathanbilly7302]

How do you setup SMS and phone system for Pipedrive

[@minor-co]

You would need to use a third-party phone service like JustCall: justcall.io?fp_ref=paul63 (affiliate link)