How to enter Client's information from a Phone call into Pipedrive?
- Click Pipedrive Icon in Taskbar
- Enter Login Information:
- ….. check WFM Passwords
- Click “GREEN +” at the top of the screen.
- Click PERSON.
- Enter information the Call-in provided you on the phone. Below is an Example of what and how to enter information:
Name: Melissa MacLean
Organization: leave this blank
Label: leave this blank
Phone: (403) 991-0029 – (USE: MOBILE. Include: brackets, space & dash)
Email: firstname.lastname@example.org – (USE: HOME)
Confirmed/Correct? Yes – 2021.09.10 **date you are entering Lead**
Source of Contact? Shine FM
Person Notes: 09/15 – client wants to get preapproved, has $30k for down, half from gifted funds from mom, wants to purchase $350k townhouse, self- employed painter, best time to call after 6pm.
- Click SAVE and the new Person’s Profile will open.
- On the right hand side, click EMAIL.
- Delete the Email Address in the TO: Line.
- Enter: email@example.com
- Click TEMPLATES
- Click New WFM Call in template
- This Template will auto-populate with the Information you entered.
- Click SEND.
- Melissa will receive a copy of this Email and decide which Mortgage agent will contact them.