Hi everyone, I’d love to see an option added that allows Won deals to remain visible in the active pipeline, even after being marked as “won.” The reason: many of my deals, although considered won from a sales perspective, still require months of aftercare, onboarding, or scheduled follow-up. These deals often stay active…
I have lost an email that I sent where can I check deleted emails or anything else to find it?
How can I set up alerts for Sales when their deal close date passes?
I would like to know if it is possible to create a second Meeting link (via Meeting Scheduler) with my second email account (Not default email). So far when i create a new meeting link, it is only offering me to book a call with my main default email account.
i just imported 355 contacts. how do i bulk export them to leads?
I setup the email. However, a few concerns for us 1/ The synch setup ask for folders to be synch. OK, but I have literally a hundreds of folders but if I want to selectively sync just the INBOX of all users to PipeDrive; it will take me the best part of the day to untick each folder. Is there or is there a function to…
Hi everyone, A 2 part Custom Fields question: 1/ is there a way to show/hide group custom fields based on another custom field OR based on that group having or not having any data in their fields? As an example, we are a car brokerage and if a customer has a trade in (tick), show the trade in fields and if they don't, hide…
I had experience working with Pipedrive as a customer and as a developer partner, and whereas experience as a customer was good, as a developer I'm constantly facing issues and getting ignored by Pipedrive support. Half a year ago we decided to implement a chrome plugin for Pipedrive and list it on the marketplace.…
When I complete an activity, it asks to schedule a follow-up. How do I stop this? According to Chat GPT its in settings, which is what I switched on. But it seems to be hidden even though I'm Admin Go to Pipedrive Settings Click on your profile picture (top right). Select Company Settings (or Personal Preferences if you're…
Has anyone been able to set up a Google Voice VOIP number to work with Pipedrive calling function on? I have been trying since June 2019,, and all I get since then is; Sierra • 6m agoI do apologize for any frustration this has caused, and I do apologize that we do not currently have a native integration with Google VoiceI…
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