When you start at JasonL, you will need to have the following done by your manager:
- Your manager will need to fill this in https://jasonl.com.au/new-starter – from this form you will be provisioned a/an:
- Email signature
- You will be added to the right email distribution lists
- A cartoon avatar
- A pronto user id
- A pipedrive invite
- You will be added in JasonL middleware (which will decide which leads you get)
- Make sure you sync your email and calendar connection to Pipedrive. Here is an article to show you how to do this https://support.pipedrive.com/en/article/how-can-i-set-up-the-email-sync . This will make sure you can email your customers directly from Pipedrive.
While we are on this point, bookmark https://support.pipedrive.com/ – this should be your first point of call for any technical issues relating to pipedrive. - Make sure you sync your calendar connection. Here is an article on how to do this https://support.pipedrive.com/en/article/contact-sync – this will ensure that to-do’s and meetings set from Pipedrive also live in your Google Calendar.
- Add your email signature into pipedrive https://support.pipedrive.com/en/article/email-signature – this will be automatically inserted when you send emails from Pipedrive
- Download the Pipedrive app from the app store. Using the app you will be able to keep in touch with your leads from your phone.
