CRM connection
Earnest reads your people, organizations, deals and activities from Pipedrive. It changes nothing there, unless you ask it below to add the two delivery date fields.
Not connected
This is the demo, which runs on made-up sample data. In your own workspace this screen shows whether Pipedrive is connected, when it last synced, a “Sync now” button, and which deal fields hold your delivery dates. Sign in with Pipedrive to connect yours.
Pipelines that count
Untick a pipeline that is not sold work, such as partnerships or hiring. Its deals are then left out of every figure in Earnest: the forecast, goals, accounts and the panels inside your CRM. Nothing is deleted, and ticking it again brings them back at once. A pipeline you add to your CRM later counts until you untick it here.
Contact cadence from labels
Map the labels you already use in your CRM to how often someone should be in touch. A label on a person beats one on their organization; where several match, the shortest wins. Anything with no mapped label goes cold after 21 days (Settings → Forecast).