How can I limit my team alowing them to see my calendar but not making changes in my calendar? Than you
Accès visualisation seulement - pourquoi le même prix qu'une licence complète ?
Bonjour, J’aimerais savoir si je peux ajouter 2 accès pour 2 employés qui auraient seulement à visualiser la portion ''Affaire'' ou simplement un accès de visualisation du Pipedrive sans aucun droit de modifier, ajouter quoique ce soit. Il est certain que je ne peux pas payer 2 licences supplémentaires pour avoir ce type…
Data Clear up
Hello Pipedrive, Situation: I want to clear up test data from Pipedrive Question: Is there a way that I can clear up a Lead (and associated Organisation, and Contact), all in one go? From Pipedrive interface? Currently: I am doing it all the slow and long way, separately. Many thanks, Lee
Summary of the Day
Hello, Is there a way to change or add fields in the email we receive in summary of the day?
Ok, so I am new to Pipedrive and currently on a trial to see how it works into our workflow. I have used hubspot in the past and although pipedrive looks better, I'm not sure about the simplicity of pipedrive yet. Aside from my surprise at how impossible it is to contact anyone at Pipedrive (that bot chat is doing my head…
Composing E-Mail Template, how can i insert Deal Creation Date ?
Hi, i have created some E-Mail Templates which i would like to use in automations and would like to insert a Field of when the deal was initially created. But i do not see any default field besides Title, Owner, Value etc... Any ideas?
Email to Contact > Reply to Deal?
I would like to have a contact created when I send or receive an email. When that person responds, I want a deal to be created. Is that possible? Thanks!
Major Flaw - Activities Auto Cancel Meetings
When marking an activity as complete Pipedrive cancels any related calendar invite, this then sends a meeting cancelation to all contacts from the meeting, creating confusion and sending unnecessary meeting cancelation notifications to clients. Please can you disable this feature, so calendar invites are not cancelled when…
Time date format query
Hi, does anyone if there is a way to change the date format to exclude the Hours and Minutes, to only show the date. Thanks
How do you put fields in multiple categories?
Sometimes fields can be a part of multiple categories. I can, as far as I know only select one category to put them in. Is there a way to put fields in multiple categories?