Lauren
I am new to Infusionsoft and think I may have the same challenge. I was looking for an all in one software to use As I was using mailchimp and pipedrive. I am in real estate and in pipedrive track my deals through a pipeline at each stage. Let’s keep it simple and say I have the same attorney doing paperwork on 3 different deals and each one needs something slightly different that gets added as a task - it will show up on all 3 opportunities - oh that is a big problem