Flowbird CRM Insights

How to Add Flowbird as Your Partner Seat in Pipedrive

Written by Louis Tomlinson | 09-Aug-2023 11:00:00

Are you looking to optimise your sales process and collaborate seamlessly with a trusted partner? By adding Flowbird as your partner seat in Pipedrive, you can leverage their expertise and experience to enhance your CRM capabilities and drive sales growth. In this blog post, we’ll guide you through adding Flowbird as your partner seat in Pipedrive. Let’s get started!

 

Step 1: Logging in to Pipedrive

  1. Open your web browser and navigate the Pipedrive login page. 
  2. Enter your login credentials (email and password) and click “Log In” to access your Pipedrive account.

Step 2: Accessing Account Settings

  1. Once logged in, click on your profile icon in the top-right corner of the Pipedrive dashboard. 
  2. From the drop-down menu, select “Settings” to access your account settings.

Step 3: Navigating to the Partner Seat Section

  1. In the Account Settings menu, locate the “Manage Subscription” option and click on it. 
  2. Scroll down to the “Partner Seats” section. 

Step 4: Adding Flowbird as Your Partner Seat

  1. Click the “Add Partner Seat” button in the Partner Seats section. 
  2. Enter the required information for Flowbird, such as name and email address. 
  3. Customise the access and permissions you want to grant Flowbird within your Pipedrive account. 
  4. Click “Save” to finalise the addition of Flowbird as your partner seat. 

Step 5: Collaboration with Flowbird

  1. They will receive an email notification once Flowbird is added as your partner seat.
  2. Coordinate with Flowbird to ensure smooth collaboration and alignment with the goals and objectives you want to achieve.
  3. Benefit from Flowbird’s expertise and insights to optimise your sales processes, streamline communication, and drive sales growth. 

By Adding Flowbird as your partner seat in Pipedrive, you unlock the power of collaboration and expertise to propel your sales success. With their seamless integration into your PIpedrive account, Flowbird can provide valuable guidance, support and insights to help you achieve your sales goals. Follow the step-by-step instructions outlined in the blog post to add Flowbird as your partner seat and unlock a new level of collaboration and growth in your sales process. 

Remember, successful partnerships are built on effective communication and shared goals. Keep the lines of communication open with Flowbird to maximise the benefits of this collaboration. Get ready to take your sales performance to new heights with Flowbird as your trusted partner seat in Pipedrive!