Cant' seem to locate an effective wat to view all unique organizations individually. If anyone can point us in the right direction it would be greatly appreciated. It would be helpful if there was an "Organization" link in the left toolbar (like there is for Contacts, Mail and Activities) that would return all of the…
how can I mass delete products or mass update prices?
Hello everyone, Has anyone successfully configured Lead Sharing with Microsoft commercial marketplace? Any guidance or pointers to get started would be very much appreciated. I'm a business manager and former IT-Pro with no developer skills but now looking to point our developers in the right direction. I've recently…
Morning! Has anyone successfully linked MS Teams for their calling device? I can link Skype, but I don't use that anymore, I have also got Skype for Business working, although that's now devoid, but I can't get MS Teams to work. I have phone license and International Call Plan from MS. MS Support have no clue when I ask…
Calendar items synced with Outlook show the UTC time with "Time zones" flag enabled in Outlook. This causes confusion especially when sharing calendar items with others that will see the UTC time. I have used other applications in the past that did not have this issue.
My post reflects a certain frustration. While exploring sales strategies, I decided to map clients based on a specific revenue threshold to add tags and develop strategies according to their purchase history, segment, etc. However, to my surprise, this turned out to be almost IMPOSSIBLE (I was only able to do it because I…
1. I had a customer who just signed a 3-year agreement. They are paying 36000kr/year and I had placed that information in product view. It should thereby say that the MRR is 3000kr but it says 9000. 2. One other customer we had entered an annual contract as a product with a billing start date of 2023-08-24 and automatic…
Our customers often are multi-tenant customers. They have users and decision makers that have one email and be engaged with multiple companies inside their umbrella. How can contacts be setup so they can be associated with multiple orgs so they can be attached to multiple deals?
None of the lists we receive from vendors or associations to import have the addresses of street, city, state and zip. They always come as separate fields. Having them all combined like Pipedrive does it leaves too many chances for error in entry especially in the U.S. state abbreviations. I know we can add a custom state…
Hi everyone, I’ve noticed an issue with one of the Pipedrive organizations linked to my email. Specifically, the Date Created shown in the list view differs from the actual creation date displayed on the deal timeline. The correct date is reflected on the deal timeline. Here’s an image from the deal list view: And here’s…
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