Best Of
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Contacts to Deals information not visible
Why is it that when there is a new deal created from a contact, none of the notes, emails, calls are transferred over? I have to look back at the contact profile to see all notes, is there a setting …1 -
Re: Comment intégrer pennylane
@emeline Pennylane can be integrated with Pipedrive using Zapier or Make. We are a service agency and work with both platforms. Let me know if you'd like to schedule a discovery call to explore more.…1 -
How to modify the time line dates?
I am importing about 50k activities from another CRM and I can manipulate the "due date" and set the activity as "done" but the date order they show up is based on the current dat…1 -
What is the best way to show commission splits for Deals w/ multiple sales agents?
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 commi…1 -
Re: Export Automation Workflows
Hi @Edie Mew that's a good idea, thank you for sharing. It has been sent to the product team.1 -
Re: Rotting as an automation trigger
@MdoubleU I've tried your suggested workaround but unfortunately I think his is flawed - because the automation only gets triggered when an update is made to the Deal itself. And with this automation…1 -
New: Generate reports in seconds with Insights AI
Visualizing the reports you need just got easier with the prompt-based Insights AI report generator. This update will allow you to enter your own prompt, or select an existing prompt from the suggest…1 -
Re: Soon in Insights: Product revenue forecast report
Hello Hélio, Thank you for the feedback however i was looking to have the billing start date within the list view of deals, is this possible?1 -
Re: AI-first strategy for 2025 is not what I expected from Pipedrive
They must focus on fixing what is not working and finish the other features they started instead of giving us a poor AI. I don't understand their vision.1 -
Re: AI-first strategy for 2025 is not what I expected from Pipedrive
I love AI and love the power of it. However, focussing on integrating AI into Pipedrive I think is a mistake. Clickup has done the same thing and it's driving me crazy. The AI tools they are building…1
