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Report of recurring Products
Is it possible to run a report of recurring products ending for the year? I can see the rise and fall in a graph but not whats ending.
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New group: Consultancy & Agencies – Join and sign up for our first Office Hours event on March 19th
Are you a sales professional using Pipedrive for a consultancy or agency? We’ve created a dedicated community space just for you! Join the new Consultancy and Agencies group and connect with other like-minded professionals in the industry, exchange best practices and learn tips from top experts. Kickstart your journey and…
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Looking for feedback to AI report generation in Insights
Hello everybody! 👋 We are currently in the middle of process of rolling out AI report generation feature to our customer base. If you have tried out the feature, I would love to hear your feedback on it- what was good, what wasn't, what do you expect it to do differently. Thanks 💪
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How can I filter with multiple "OR" statements?
I want to filter deals that have field X value = Y OR field Z value=W. I cannot find how to add an OR operator, I can only filter with AND operators. See screenshots for my attempts.
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Link multiple Contact people to a deal
It's gonna be great and awesome if we had the possibility to link more than 1 contact to a deal. For a SDR's department it's really essential. In our day to day job we have to reach out several people in one organisation to trigger a conversation :-)
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adding VAT number
Hi guys, I can't add VAT number. EU coutry prefix is already installed but my VAT number doesn't work… How I can solve it? Best, Piotr
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Comment intégrer pennylane
Bonjour, nous avons déja le logiciel pennylane, nous aimerions savoir comment le rattacher à pipedrive. Merci
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How to Automatically Update Deal Stage Based on Lead Status (Custom Field) Change?
Hi everyone, I’ve set up an automation in Pipedrive where a deal is automatically created when a lead is generated. Now, I’m looking to create an automation that updates the deal stage when the lead status changes. For example, when a lead’s status changes to “Qualified” or “Dogovoren,” I want the corresponding deal to…
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How to link multiple participants to a project
I've noticed a thread from 3 years ago asking for this so not sure if this has been enabled. How do you link multiple contacts from a company to a project? Also contacts from other companies. Here's the scenario. I have a project we've won and it's a Joint Venture with two construction companies. I need to associate…
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Problems with Setting Up Campaigns
Hi everyone, We have a list of a few hundred contacts that we contacted and whom have consented to us emailing them. We're now trying to upload these contacts so we can send them a campaign except everytime we do this, it is automatically uploading as "unsubscribed" tag. If I'm correct, shouldn't it be "no consent" first…
