Hi, I´m trying to make a summary view or my pipeline with the summary for 3 information: Total Amount, Total Weighted Amount and Number of Deals. Each of those numbers I´d like to see splited ccording to my pipeline tags. Ideally I wanted in a table format (three columns with the data and the tags opened in the rows), but…
We need more reports over the calls within pipedrive and to know if our sales representatives are calling, what time they make their first call and all the calls to have time and activity control. At the statistical level we need to know how many real calls they make (not activity, but they pick up the virtual phone and…
I would like to link an email to 2 different deals. Is this is the making @pipedrive? Would anyone else find this useful?
Bonjour, Je n'arrive plus a importer, via un fichier Excel, d'Organisations Personne liée. Lorsque j'importe des Organisations, celles qui n'ont pas de Personne liée ne sont pas importées alors que les autres le sont bien. Cela fonctionnait avant mais plus maintenant !!!
Hi, I didn't find it in the documentation the values to userInfo e attribute. spring.security.oauth2.client.provider.pipedrive.user-info-uri= spring.security.oauth2.client.provider.pipedrive.user-name-attribute=
I'd like to clone a dashboard so tat I can have a similar dashboard but with different time scales
At our company, some of our Pipelines are used for recruitment into programs. Our teams recruit folks via Deals, and once enough companies have been recruited, the effort stops, Deals are marked as Won or Lost, and the Pipeline goes out of use. Since all Deals are marked as W/L, the Pipelines are empty (in Pipeline view).…
Hey Pipedrivers! Does anyone have tips for Pipedrive Email not appearing in the sent mail. I type out an email and then hit send. The screen goes back to as if I didn't type the email. I check the sent mail in pipedrive and nothing appears. Refresh once, then again, then again and still nothing. I check my gmail sent box…
Unfortunately, the way Pipedrive populates a Microsoft Teams invites makes it completely worthless. It is too ugly to send to a client. Below images compare Pipedrive-side creation vs Outlook-side creation. Unless there is some kind of legal issue that precludes Pipedrive from creating an MS Teams invite exactly as the…
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