How to Separate First Name and Last Name in Excel? Can anyone help me out in Pipedrive CRM?
I've been using Pipedrive Documents for a few months. It feels like this product is a v1 that was a bit overengineered in dimensions that don't really matter and is missing a few key things and usability in dimensions that matter a great deal. I'm going to focus on the latter, and list my requests in descending order of…
Hi Pipedrive Love your service - but I have one concern: I work within the educational area in Denmark. We offer a product to schools. When I look at your list of sub processors handling my data I see several companies located outside EU - so my question is simple. Can you guarantee than none of my data what so ever leaves…
Hi I wanted to have a filter in which I could have all the participants included in a won deal. Does not seems possible
Hello, We are attempting to send emails out from Pipedrive, but currently do not have F/L names separated and can't personalize. Can this be turned on for our account? Will this automatically separate the existing contacts in the system from full name to F/L or will I have to re-import those? If so, would this affect any…
Is there a way to automatically apply either a discount or price variation based on the organisation assigned against a deal. For example my company gives some of our long term, large customers flat rates of discount that we would want to apply to all future deals/products associated to those deals.
Hello! Is it not possible to create a new lead with several (or many) individuals listed as contacts within the lead of that same organization? For example, my team got back from a conference and we have 12 people from one overall org to follow up with. The way we conceptualize that is as one organization-level lead, but…
Não sei se seria somente eu que penso assim, Mas o Relatório de PROGRESSO DE NEGÓCIO deveria conter também um campo de conversão, na minha opnião é o unico ponto ruim do pipedrive, onde tenho que apelar para o power bi. Olha como seria bacana - de 2310 Leads, 901 foram qualificados, desses 901 somente 116 foram para…
So, today I received an email about increasing our price 10€ per user on our advanced plan due to including new features and AI. I'm really pissed off at this, every year you are increasing prices on the advance plan: July 2022 = 29€ July 2023 = 37,90€ August 2024 = 44€ Inflation and interest rates do not justify this…
Hi all, We are an investment company and have been using pipe drive as our main CRM for a few months now. We have a lot of won deals that are of the same person, eg: Won deal 1: Jake's 1st investment: $2000 Won deal 2: Jake's 2nd investment: $100 Won deal 3: Jake's 3rd investment: $500 I want to merge all of these "won…
The import function is not importing ALL the fields from the excel spreadsheet. Custom fields are setup and mandatory fields are in? Please recommend a EXTERNAL service provider that will support with function. Greater Cleveland, Ohio.
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