Hello all! I hope you can help me with this. We produce and set gravestones. In many offers we create, I give our client 2 or more options. A single option contains multiple products which I will group. Some product groups are going to be present in all of the options while 1 or 2 may vary. Do you have a best practice as…
Would be great to have the ability to add custom fields to activities.
Hello I'd like to create the following automation: Lead created 👉 send an email 👉 if email is clicked, value lead = hot. If email is replied, convert lead to deal. Any idea how I could do that? Thanks Matthieu
We are needing the ability to get just myself to have access to creating extra Dashboards for tracking the sales team, but to get this we need to be on the Professional plan, however we dont need all the additions that come with it. We have 6 team members on Advance, but we only need 1 person on professional, whats the…
We've been using the Projects feature for over 6 months now, and I am consistently disappointed that it seems to be an afterthought. It also seems like any further development on this feature has been deprioritized, because I have seen zero new features since we've been using it. Here's a (partial) list of things that are…
We have a customer who has a main contact who left the organization. We want to keep track of all their emails for historical reference so we don't want to delete the contact from our Pipedrive. Is there a way to keep the emails while deleting the contact with their contact email? I thought of keeping the contact and…
Hi, we currently have several pipelines where we manage clients - cold calls, inbounds, referrals - but we don't have a professional account and so monitoring reports is more difficult. Is there any way to manage only one pipeline, but we can select the filter where the deal came from, so we can see the global report with…
I am currently dealing with the situation what to do with contacts in pipedrive, that are not relevant or that are working in another company right now. My key demands are: - keep the communication from the previous company (ideally in the same contact's detail page) - keep the information that the person was working in…
hi, it would be great if contacts and/or deals could be linked to multiple organizations. i have run into several scenarios where this would be very helpful. we have to reach out to various community groups to provide updates on cell towers that we are developing in their areas. often these folks straddle two different…
Hi, I have a contact who works for 2 organisations, both of which i have deals with. Is there a way to give a contact more than one organisation?
It looks like you're new here. Sign in or register to get started.