Hello, Is it possible for Pipedrive to provide Forecast vs. Actual sales data? If not, is there a way to connect Pipedrive to Excel or Google Sheets?
When I import data and set the records to merge on duplication, it always replaces the labels that are already entered with new labels rather than adding to it. Is there a way around this? When manually merging contacts, it keeps both labels rather than replacing. thanks
Hi, Any idea of how to manage customers does not pay invoices? and how to make the follow?? it is any option in pipedrive? Thanks
I wanted to check the options to mass export all the files from Pipedrive and store them on a drive. When I export files in Pipedrive the export file contains the download link and this is a manual process as I have to use each link to download the files one by one which is time-consuming.
Hello! Is there a way to restrict users from marking jobs as lost? Ideally, only management should have this ability, but we're finding it difficult to manage. Any suggestions or alternatives would be greatly appreciated!
Hello! I am wanting to track any deals that come from events we run with partners. Easy enough to add a tag "Partner Event" or similar to a "source" data field, but if I want to add a tag for specific events what is the best way to manage that? Initially it would not be an issue, but eventually we would have an unwieldy…
Hello, friends of Pipedrive: Problem: currently, when creating multiple charts in the Pipedrive dashboard (e.g. for tracking “Deals Won” or “Deals Created” across different years or teams), the Y-axis scales automatically based on the highest value in each individual chart. While this makes sense for isolated views, it…
Hello Pipedrive, The new recurring products feature is a huge step backward and makes it practically unworkable for us to manage subscriptions. We manage over 500 subscriptions per month, and with the current functionality, we now have to manually enter every change by adding new products. This means that: Everything is…
I feel it would be benefit me to know exactly how many calls it takes from initial contact to then booking them in for an appointment. is this a feature we already have?
Within Organisations, we have 2500 entries, and I am trying to set up a filter using the Last Activity Date. It doesnt work however… so when i try entering Organisation > Last Activity date > is earlier than > 12 months ago, it brings up nothing. I have played around and tried different lengths of time but still no…
It looks like you're new here. Sign in or register to get started.