Now you can control your expenses of attending the leads in a much more practical and intelligent way. Follow the instructions and get started today!
1) Access the integration with Pipedrive through the Settings Menu > My integrations
2) Then, put the Pipedrive API Token and choose which types of activities will generate pre-expenses. The instructions for entering the token are on the integration page.
3) After creating an activity that is assigned to you from one of the types selected in Step 2, Pipedrive will notify Rexpense and a Pre-Expense will be created related to that activity.
Now just follow the normal flow of a Pre-Expense to approve it (and convert to an expense) or ignore it.