Installation from Pipedrive Market Place

This article describes the installation of vizrm from the Pipedrive Market Place

The below video shows the process for installation and setup:

The process:

1. Give vizrm access to your contacts data (in order to visualize them in the context of your account chart)

2. You are re-directed to vizrm. Next: enter your e-mail address.

3. Provide a password and consent to terms of use and our data policy.

4. You are forwarded to vizrm and can walk through the setup flow:

   1. Provide the Pipedrive field where you store contacts’ job titles

   2. Provide the Pipedrive field where you store contacts’ managers

      Note: this setup is optional and you can change your settings any time later!