Professional Services Software & SaaS CRM Management Reporting & Dashboards

Generate CRM owner reassignment reports from Pipedrive

Generated the Pipedrive Owner Reassignment Report for 91 organizations in the "Old customer" lifecycle stage. The report was written to a Google Sheet with columns: Organization Name, Current Owner, Last Activity Date, Last Activity Type, Last Activity By (suggested owner), and Change Recommended. Of the 91 organizations, 34 were flagged with "Yes" for reassignment where the current owner differs from the person who performed the last activity. Top suggested new owners include Maria Jensen (12 orgs), Thomas Berg (9 orgs), and Claire Dupont (7 orgs).

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