I have so many questions in different areas; all I would need is a Google Meet with a live human to ask my questions and have an actual response. However, because our company doesn't have the "more expensive" membership we are not allowed that type of help. I have to spend hours of my time searching for videos that do not…
This might new be a new request but if so it seems pretty logical. Currently there is not a way to delete activities within the deal card itself, only through the activities tab. It would be helpful for reschedule or cancelled meetings to be able to delete the activity from within the deal.
Is there a way to hide the sales inbox for a particular user?
Can anyone specify which specific permissions are required to allow a user to edit the pipeline? Not move a deal from one stage to the next, but actually modify the pipeline? I know the Deal Admin category allows for these types of changes, but I want to minimize the permissions granted if possible. TIA.
Hi everyone, Is there a way to sync contacts entered into Pipedrive, into Google, but not vice versa? I am a realtor and my google contacts are a mix of other agents and clients, so two-way sync is not helpful for me as it puts other realtors into the CRM. Please let me know, if you know. Thanks!
I would like to export multiple filter results into a single spreadsheet. Is there a easy way to do this. Thanks in advance for your help
Hi, I would like to export activities of certain contacts who have a particular label. Looking at the available fields when in the export screen, I can't seem to add a filter for label. Can anyone advise if this is possible? thanks
I have created custom fields and they keep getting deleted
Has anyone had any luck setting a default font for email? I prefer the Sans Serif font as it matches our business aesthetic. However, the automated field (i.e., First Name) is in a different and bold font when the email sends. This mismatch in formatting and font seems unprofessional and sloppy. There are also specific…
Can the shortcut of "/" for search be changed, its messing up our ability to type dates into fields as each type we type a slash / it jumps to search and moves away from the date. Making it hard to enter dates via keyboard.
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