Deleted deals appear in my reports
Hi, Looking into inconsistent data in a deal report, I realised some deleted deals are counted. The report is a histogram plot. Clicking on a bar opens the detailed deal list. One deal appears as Status = Won, but clicking on the deal page shows it has actually been deleted. There is therefore an inconsistency between the…
CoderSchool_Customer E-contracts - Seeking Your Assistance
1/ Non-receipt of Contract Email: Two cases have reported not receiving the contract email. Deal 1: https://coderschool.pipedrive.com/deal/55135 Deal 2: https://coderschool.pipedrive.com/deal/56729 2/ Issue with Confirmation Code: She received an email requesting a code to confirm the signature. However, she did not…
How do i get custom fields for all organizations.
Hey folks, I'm in the process of collecting data from all organizations. My initial plan is to fetch a list of all organizations and then loop through each to retrieve their details. However, this approach involves making thousands of requests, leading to prolonged waiting times. Is there a method to obtain all…
What condition to use to stop work flow if email is undelivered, rejected, etc?
What condition should be used to stop a workflow if the first email in the sequence is rejected, undeliverable, etc.? I see the following condition is available "email has been sent"/ "Is" / "False" but, I'm not sure that will stop the flow given that the email has been sent, just not delivered. Please advise. Thanks!
Vacation/OOO Pause Feature for Automations?
Howdy team! A number of our automations utilize "Wait For Conditions" before proceeding to the next step. Unfortunately, given we're only able to have the action sit in limbo for 5 days, this will prematurely end automations for my team when they take their vacations. I know that using a Delay condition would solve that…
Numerical value "0" in data field not recognized by merge tag
I'm using merge tags to pull data into an email campaign. In this case, we are pulling a number that represents an interest rate. If the value in that data field for a given deal is "0" (zero), then the merge tag won't pull that number into the email copy. It will only pull the data in if I have a value greater than zero.…
Partner / Affiliale model – variable recurring revenue
Hi, we're running an E-commerce strategy consulting business which entails a big network of partners. Our (potential) customers are often times referred directly to our partner network. Those referrals then generate recurring revenue. Pipedrive offers the possibility to set up subscription plans for fixed revenues streams,…
Has anyone ever used Maileon? I am thinking about connecting it and using it as my newsletter tool.
How Many Contacts, Deals, or Projects?
I represent taxpayers before the IRS. I have a client who is having difficulties with his personal taxes and two separate businesses. I have three separate POAs and three separate contracts, and from the IRS’s perspective, these are three separate entities. They all have the same person who is responsible for the problem.…
Adjust layout of customers, organizational and other masks
Example: When a contact is displayed, the groups such as details, deals, organization etc. are all displayed one below the other. This means you can't see all the contact details at a glance. My suggestion: The groups can be distributed on the mask by the user on the screen according to their preferences. The groups next…