How to Separate First Name and Last Name in Excel? Can anyone help me out in Pipedrive CRM?
Hi expert, I am new to Pipedrive, please help me out. I have many contacts, and I am also sending physical letters to those contacts. ( I know that sending group emails can have the record) ( I am asking for my own physical letters record) Any suggestion is appreciated. :) The question is, how do I make the record in…
Hello everybody, we are selling software licenses on a yearly basis. They do not renew automatically. Our sales-team has to trigger the process to get an order for extension. In the past we had a Deal for every order and extension. After a Deal was marked as won, the deal was duplicated, with expected date today+one Year…
When I send emails, I am suddenly getting drafts generated for each letter that I type into my subject line. The example below shows two such drafts. Sometimes I am getting four or more. Is it just me? It's really annoying.
I must be a dolt — but man is it a cosmic pain to update basic things on the lead view in this CRM. So frustrating! As far as I can tell — if I create a lead and do not supply a set of custom fields for it in the creation, I cannot update it in the future. The option Like great. I can see that only 1/5 field values is…
We are a SaaS tool and have annual subscription plans for our customers and there are two cases i would like to include in the reporting. A: Customer cancel the subscription B: Customers subscription is increased or decreased Is it possible to set an end date to a recurring products subscription? And how can I place…
hi I am trying to forecast a deal and be able to show the instalment dates on the forecast report with my own chosen dates. I have updated product and instalment dates but can’t get this to show on report. Tried to resolve on chat but to reply today. Any help much appreciated as this was primary reason for taking pipestone…
Coming to the end of the year gives me a chance to reflect on my first year with Pipedrive. Moving from an inhouse app to something off-the-shelf was definitely a "one step back, two steps forward" scenario, and I really like where we are at the moment. Thanks Pipedrive! … BUT… There's always areas for improvement, and…
Hi everyone, We're trying to understand why and where we lose enquiries/opportunities to. We have a comprehensive list of lost reasons (eg. price, DM not involved etc.) but would also like to measure what these opportunities do after we lose them. eg. 'lost reason' = 'price', 'Lost outcome' = 'went with a competitor'.…
Hi there I'm going to be "that guy" - the outspoken one - that raises a big question and concern that others may have as well, but haven't voiced. I might be on my own here! We cannot use the "Leads" component of Pipedrive - it's just not set up to work for our business. And I think our business is really quite basic and…
With the following command, you can add more fields than offered by default when editing an email template (I have found those for a deal) (I was originally trying to add products of a deal as a field in an email but failed) : const fieldsToTest = [ { key: "org_name", label: "Organization Name" }, { key: "title", label:…
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