Trying to find an easier way to figure commission than what I am doing now. We do not have our accounting system integrated. Right now I am looking at reports for the sale person and then typing everything in an excel sheet. I am sure there is an easier way to do this that I just can't think of . Please help!
Hello fellow Pipedrivers! Our business and product selection is growing, and I am facing a problem that I am unable to solve myself. Maybe someone of you has had the same issue and can share how you solved it. We have customers that buy from us the same product every year, so they all have already a deal in the pipeline.…
We are having to currently create two separate deals for both of their pipelines and for them to put their split of gross commission in the value field so their pipeline reflects their personal commission but then we have two of the same deals showing for our COO admin view and the two agents have to pick which deal they…
I am looking for a way to create a report that shows the number of times a business has had its expected closing date changed. I have not been able to retrieve this information through the API. Does anyone have an idea of how I can obtain this information in a massive way?
Hi there, just synchronize my calendar and it didn't show my recurrent meetings, what should I do to get all my meetings sync. here in Pipedrive?
Looking to track campaign values or pass UTM link via web form lead submissions. Thanks
Hi, I can't find a way to send a test email to me before sending an email through pipedrive. Anyone can help? João
We are trying to build out the best way to set up our new listings and all the deals associated with that listing especially from a reporting standpoint and a project management & sales stand point.
Hi, I am building my first email template. I am going with 'medium verdana' font as that will look best in a recipients inbox. However, when I add dynamic content fields (personalisation) the font comes in as Arial 14. I don't want my emails to be hitting inboxes with Arial 14, and I don't want my emails to have the…
I would like to create a weekly report for my supervisors that reports my interactions with customers. Currently I do this manually, but it is very time consuming.
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