Where to put all sales documents like cheat sheets in Pipedrive?
Hi guys, Where do you usually put sales documents and/or any updates for the sales reps in Pipedrive? I don't think they have it in the CRM? Spreadsheet doesn't work as we're a property company and we have so many updates about many properties in one day. It'll be great if we can put a link of the construction update in…
When will Projects be included in the Search Function?
Hello: When will it be possible to locate Projects using the search function? I thought we were able to in the past, am I misremembering? Either way, projects should be searchable.
Trigger Email Automation only first time project (deal) is moved to a phase
I would like to send an email when a deal or project is moved to a phase for the first time. Based on my workflow, however, it may be that the deal or project gets moved out of that phase and back into it later on - maybe many times. Is it possible to trigger the email automation only the first time a deal or project gets…
Hi, I'm excited to see the addition of projects and have some questions about how it may apply to my process. I have a general contracting construction company that we've used Pipedrive with great success for. We currently move our deals through our standard pipeline: Inbox>Needs Estimate>Needs Scheduling>Active>Needs…
Hi, i am Integrating the system to my clients as part of my work, it is important for me to optimize the process at my place and from there integrate it to the other clients when the model is out. What do I need to do to open the module for me?
Hello @Mike van der Valk_2 , i have a question regarding your ideas. Lets say I have big project like delivering an e-commerce store. What is your Idea: The Project Pipeline is the Head like develop store XYZ. And then you add there the tasks like design and develpment and assign activties Or do i have a pipeline…
Projects - Kanban View for Acitivities within a project ?
Hello Mike, will there be also a Kanban View for Acitivities within a project ? best wishes Niels