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We have multiple clients where there are multiple people in that organization we have to communicate with regularly concerning a single project. By only having the ability to link one contact to the project, we are missing emails from others inputing on that project. I know that you can link multiple people to the…
Hi Guys, I need your support to find the proper way when I create and assign task to some of my colleagues, to get feedback when the task is finishedm or even on daily basis to get report about assigned tasks to all employees and it's status. Thank you in advance for support!
I would like to know if Pipedrive can show me a timeline of my projects with the subtasks.
Ugh. SMS in PD should be easier than this. Don't want to sign up for another phone service and number just to SMS.
Under Deals Endpoint, there is "List all persons associated with a deal" endpoint. According to the API, pagination is supported for this endpoint but when I tried at my end, pagination is not working properly. I am getting the duplicate data through pagination. So, could someone please look into this?
What: you can now further plan and organize your emails by adding, editing and deleting tags from your emails in your Pipedrive email inbox When: rolling out to all companies now, with full availability planned by June 2023 You can learn about this feature in our Knowledge Base article.
Hello! I want to invite you to participate in our first Developer Success survey📋️. We seek feedback from people who built, are currently building, or plan to build an app/integration with Pipedrive. The survey aims to understand how we at Pipedrive can better support you in building high-quality apps. It should take at…
Hello everyone, We're about to add two quite frequently requested features: Deal card customization (in Pipeline view) -> Available now! Pipeline sorting -> gradually rolling out to customers from now through June 2023 Let us know your feedback, how these features are helping you and what problems they’re solving in your…
I have a situation where several companies are duplicated and are entered twice in my PipeDrive, Additionally, they may have different "people" in each entry. Can I merge the ogranizations to be one organization and have people from both entries be merged into the new merged organization.
We are having to currently create two separate deals for both of their pipelines and for them to put their split of gross commission in the value field so their pipeline reflects their personal commission but then we have two of the same deals showing for our COO admin view and the two agents have to pick which deal they…
Sometimes when i create a pipedrive campaign with images, the images come out rotated or upside down when viewed in outlook. It doesn't seem to happen in any other email client, Pipedrive have told me it might be something to do with the way Outlook renders the email. I use Outlook all the time and dont get upside down…
We are trying to build out the best way to set up our new listings and all the deals associated with that listing especially from a reporting standpoint and a project management & sales stand point.
Whenever automations fail, the data that caused it to fail should be highlighted for easier problem solving.
It is built to empower larger teams with flexible collaboration and phone support, perfect for busy pipelines and complex team structures.
Hello - Wondering if there is a way to duplicate or clone an activity so that we do not have to add the people and deal name every time.
