This discussion was created from comments split from: Pipedrive live chat support "Chat with us" .
Looking for any tips/tricks from those using Pipedrive for their business development initiatives who work in commercial real estate (office/industrial).
How to Separate First Name and Last Name in Excel? Can anyone help me out in Pipedrive CRM?
I haven't been able to save addresses for organisations. I enter the address, I get suggestions, I can select the recommendation, but the field clears when I click "Save". Support has been of no help, unfortunately. Is anyone having the same issue?
All of our address fields are being deleted when a lead is converted to a deal. The address is not being saved in the Person or Lead/Deals object. We're also experiencing an issue where when we hit 'create deal' the lead is not being converted to a deal and going to the deal screen. It requires multiple manual refreshes…
I am trying to create a salesperson activity report that shows the number of emails, texts, calls, and meetings that each salesperson had over a specific amount of time. I have it partially working, but for some reason, email count does not calculate: I have the Activity type Email selected in the filters for the report,…
It would be really great to have tracking email notification, directed to particular email inside the deal which will help understand which email was actually opened. Currently it directs to the generic email tab with all inbox email when clicked.
Hi I have set up an automation which is working fine, the only thing it doesnt seem to recognise is linking the lead to the activity, is there any work arounds for this? I can link 1.Person to Activity, but cant link the lead that is associated with the person
We work with clients of various sizes, and some require a Purchase Order (PO) to finalize their approval for our services. We've added a PO Number custom field, but in order to streamline our processes and ensure compliance with client requirements, we’d like to explore the possibility of setting up this field to be…
We are having issues with emails in a contact view duplicating. This seems to be when two or more Pipedrive users are copied into the email, but isn't happening consistently. Does anyone know what the root cause of this is, and how to overcome it?
It looks like you're new here. Sign in or register to get started.