Ever wondered why not all your data seems to show up in Pipedrive Insights’s Table View under your Insights reports? Don’t worry—it’s not a glitch but a clever design choice called pagination. To keep your Insights reports running fast and smooth, the Table View loads data in batches of 100 items. As you scroll, the next…
How to Separate First Name and Last Name in Excel? Can anyone help me out in Pipedrive CRM?
Hi Pipedrive Community, I’ve encountered an issue with the MRR calculation that I’d like to bring to your attention. Here's the situation: I added two products to my deal—a 3-month Proof of Concept (PoC) period and a subsequent 9-month period. Each product is priced at €447 per month, and I configured them as recurring…
Hi All, I'm working with a Pipedrive client currently, who runs many courses as part of their business. We're looking for the best way to mange course numbers, course attendees, course spaces etc - has anyone setup Pipedrive for this use case previously, and do you have any suggestions?
My users email were set to private by accident, how can I change all the emails to public? The user has a couple of months of email which are not visible and going to the org or individual record oe email to change them is not tenable. Any help would be appreciated.
New Pipedrive users are often confused about when to use leads vs. deals. In this video, I explain the purpose of each and how to use the leads inbox to qualify your leads before you convert them into deals.
I want to record the date/time when a deal was first assigned to an agent. Time to assignment is an important metric for us. Ideally I can record it within pipedrive in a custom field. Any ideas?
Greetings, One of my clients wants to use 'billing start date' in her Smart Docs. But she cannot find any menu for 'billing start date' under product tab. Is there any way we can access the 'billing start date' field in Pipedrive Smart Docs?
Hello, Pipedrive Community! I’m trying to create a Google Docs template through Pipedrive's Smart Docs that can automatically create two Pricing tables based on specific products from Pipedrive fields. In other words, I'd like to set up a Price table with subscriptions and another table with just the one-time setup fee.…
I want to build a report showing the activity of the users for emails, calls teams calls meetings all in the one report. Can this be done
Is there a way to import leads directly into a pipeline segment?
I want to pay to have the app to use it in my company but i want the bill.
It looks like you're new here. Sign in or register to get started.