I can't seem to access any of my contacts, activities or anything else in pipedrive - anyone know whats going on?
Hi everyone, I just re-recorded my guide on how to get started with Pipedrive, intended for anyone new to Pipedrive and not sure where to start: 0:00 - Introduction 1:04 - What is Pipedrive and how is it different to other CRM's? 3:20 - Navigation 5:56 - How information is organised in Pipedrive (Org, People, Deal, Lead)…
Hi there, when tasks goes properly live in January, will there be plans for a gantt view and will that data be exportable? Really excited about the PM toolkit dev. Keep at it!
How do I do this? I don't want to manually enable email tracking for every email I send and risk forgetting. I read here that the next email will carry over the last email's tracking selection, but that is not the case. There has to be an "auto/default enable email tracking" and link tracking for that matter.
Any way to have a report, or have the ability to run a deal report that would associate the participants on a deal up to the Org, so I can see how many deals are associated with the Org.
Hi, How are people blocking spam emails getting into pipedrive? We get a lot of spam emails to our systems so I'm trying to work out if any plugin can kill it. Otherwise we have to go up to the server level. Damian
Hello! I've been looking around but I haven't been able to find a way to bulk edit organizations from a "parent:child" perspective. Is this still not available? I'm new here, and the previous threads I've seen didn't have any recent updates, so I thought I'd ask. If this can be set during the data import process, I'm open…
I would like to know if there is a way to identify duplicates that have some extra requirements in some custom fields. So let's say there is a list of 500 companies. 100 of them have a custom filled in with some data. This is the requirement. I only want to find the duplicates of the 400 companies that have the same…
Hi Everyone, I am working in sales for several food & beverage companies. All of them use or already used Pipedrive now. I was wondering, in order to keep sales people for the majority of time in pipedrive without switching back and forth with other tools or accounting software, if there is a way to show the avg amount of…
Billing address accounts receivable name, phone number, email. Preferred billing frequency, etc?
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