I'm running a series of projects which involve people / agencies external to my company. They have their own tasks within the project. How can I assign the tasks or activities so that I can identify them and filter them so I can keep track of what they need to do? I don't need a licence for them as they will not be using…
Hi, I'm currently working on integrating several CRM platforms with our system, including Pipedrive, and I’ve encountered an issue specific to Pipedrive's OAuth login flow. When our application opens a popup window to initiate the OAuth login, and the user is not already authenticated, the login flow triggers a full-page…
In the Summary section of a Deal, the number of Products displayed is usually equal to the "Total product quantity", which is the result I would like, since this allows me to track the usage of product licenses that have been purchased. However, if the "Total product quantity" is less than the "Products" value, then the…
Our account manager has normally been very responsive. Last week I let him know who needed to be added to our implementation meeting and he canceled the event (assuming to create a new link for everyone) but no new meeting was created. I asked via email and have called him but gotten no response. I am concerned because my…
Pipedrive has announced that this Community will be closing at some point in the near future. I have no doubt that there are real costs to maintaining this service, and of course Pipedrive would not have taken this decision lightly. That being said, I am disappointed to lose this resource. I am a Pipedrive Partner, and…
I wonder if this is possible : When I send out a group email, I would like to bulk edit the tagged people tasks as completed and at the same time create a new reminder task in the future at the same time during the bulk edit. Is this native to the bulk edit tool ? Otherwise I have to manually open up each task one by one,…
I am an organization leader. Can I create a bulk webform for my whole team? Specific to each of my sales reps? Like the following: https://webforms.pipedrive.com/f/5VLE7oQfQkwIxz11OkyeSsVcH48hrCKXcKbdw8z4DuvVlZRRX0rJttNJbdmizsJNOr Thank you
"This is part of our ongoing efforts to improve the ways we connect with and support our customers." How does this help?
Pipedrive has just announced the closure of the community. Who's in to create an independent subreddit with the active members here? An alternative for the community, by the community. No commercial ambitions, just mutual help. I've created the placeholder r/PipedriveCRM and I'm ready to invite active members to do this…
Hi, In our Pipedrive account, an activity creation popup always appears when we mark a deal as Won, even though: we have no active automation for this, and the “Show activity pop-up when deal is marked as won” setting is not visible in personal or interface preferences. The user has admin rights. We’ve also tested in…
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