Everyone wants a QR code or NFC business card. The problem is, you tap with someone and goodbye. You don't capture their data. If you could make a landing page with my photo and info and they must enter their info to download the VCF Contact Card that would be great. Then you can make it an activity, and I can go back the…
I am trying to make a report on the average for a numerical custom field so I can look at the average of that field over a specific time period. This should be an easy feature to add and im shocked Pipedrive can't do this, and surprised this hasn't been requested by other users.
Hi I wanted to have a filter in which I could have all the participants included in a won deal. Does not seems possible
Is there anyway that I can see the lost reason for leads on sidebar when I open the lead from Kanban view ?
Is there a way to automatically apply either a discount or price variation based on the organisation assigned against a deal. For example my company gives some of our long term, large customers flat rates of discount that we would want to apply to all future deals/products associated to those deals.
Hi Pipedrive Love your service - but I have one concern: I work within the educational area in Denmark. We offer a product to schools. When I look at your list of sub processors handling my data I see several companies located outside EU - so my question is simple. Can you guarantee than none of my data what so ever leaves…
Hello, We are attempting to send emails out from Pipedrive, but currently do not have F/L names separated and can't personalize. Can this be turned on for our account? Will this automatically separate the existing contacts in the system from full name to F/L or will I have to re-import those? If so, would this affect any…
So, today I received an email about increasing our price 10€ per user on our advanced plan due to including new features and AI. I'm really pissed off at this, every year you are increasing prices on the advance plan: July 2022 = 29€ July 2023 = 37,90€ August 2024 = 44€ Inflation and interest rates do not justify this…
Hi all, We are an investment company and have been using pipe drive as our main CRM for a few months now. We have a lot of won deals that are of the same person, eg: Won deal 1: Jake's 1st investment: $2000 Won deal 2: Jake's 2nd investment: $100 Won deal 3: Jake's 3rd investment: $500 I want to merge all of these "won…
The import function is not importing ALL the fields from the excel spreadsheet. Custom fields are setup and mandatory fields are in? Please recommend a EXTERNAL service provider that will support with function. Greater Cleveland, Ohio.
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