This would be helpful when planning a sales trip and checking who was contacted at what point in time. Its relevant for priotitization and just getting an overview. For clarification, I mean e-mails written via Outlook / Gmail, not the acitivity type "schedule an e-mail"
I would like to share contacts (via VCF) to the Pipedrive app in order to add them as a contact in Pipedrive. Eg. a contact sends me a message on WhatsApp or Telegram. Then I have their contact info and name. Currently I have to manually re-type all that into Pipedrive. VCF share is the obvious time-saving solution,…
Is there a way to auto copy the person address to a deal address? Thanks
Please let me know what specifically I am being told about Ted opening my email. Did he rally open my email this many times/did he forward & others opened/is it an outlook action on my or his side? Please let me know what this tells me. Thanks
I recently found out you can only have one person make edits to a dashboard (you can share it but they only have viewable permissions). I've never used a CRM where you can't share a dashboard and have others make edits where needed (i.e. if I share with my team and they need to edit/I created then passed off dashboard to a…
Hey team, in sales we always trying to get to know our customers better, and a simple way to do this is to find out what their hobbies and/or interests are, e.g. golf, fishing, knitting, you know the drill. I'm wanting to know if there's a simple way to collate or store this information so that if I quickly want to see who…
There doesn't seem to be a way to duplicate all notes, emails, and activities from an organization when creating a deal. We have our SDRs scheduling meetings for our AEs, but when they set the meeting they create a deal. The AE then has to click back to the organization for all the information for the meeting.
Is there a way to search inside notes fields? The main search bar does not seem to search within notes. How do you cope with that?
It looks like you're new here. Sign in or register to get started.