Without the revenue from sales or donations to fund your future cash flow, you'll shortly find yourself in a cash flow crunch. That's why we've chosen Pipedrive as our first sale integration.
With Pipedrive, you can import a variety of pipelines, deal weightings, and timelines to inform your sales scenario.
From within a Forecast, choose the Scenario that you'd like to import Pipedrive data to, hover over the Scenario title to prompt the import menu, then allow our wizard to guide you through!
Don't worry about making a mistake - you can revisit your import settings at any time by clicking on the Pipedrive badge that will appear beside the scenario title.
Questions? Holler back at email@example.com or using our in-app chat.