I'm trying to customize the product table in Pipedrive documents and need some assistance. Specifically, I only want to include the columns for Name, Unit Price, Quantity, and Amount. The current table includes irrelevant fields like "Billing Frequency," "Discount," and "Tax," which I don't want my clients to see. These…
Does anyone else have this issue? We have our outlooks synced to pipedrive and when we have calls with clients, it shows up multiple times in a company & contact timeline. Since each team member is on the invite - it will record each time on the timeline. Same goes with emails if every team member is on the thread.…
What is the "Copy activity details" button on a Create Activity used for? This is the right-most button:
Hello, Is there a way to create a sales goal per product vs what has been sold? Thank you!
The button keeps getting in the way, and I don't understand how to remove it completely!
We are a manufacturer that sell through distributers and get leads through ConstructConnect or other lead sources. New to Pipe drive and setting it up.
How was this sales methodology integrated into Pipedrive? Do you create 6 custom fields and the team fills in each one?
Hi Folks, Has anyone integrated MEDDIC scoring into the 'Deals' view in Pipedrive? It looks like there are some limitations that prevent you from linking a value to a text option to produce a score. While you can create customer fields with dropdowns, there doesn't appear to be any way to tally the collective scores to…
The main activity of my company is outsourcing. When forming a price proposal, we apply many conditions that are not currently considered in the product catalog: Market / Country (Domestic, Global) Tariff rate (15-30%) Category (Contingency, Retained, RPO) Work mode (Full-time, Part-time) Work arrangement (On-site, Remote,…
Please lock the first column in the contact table for easier navigation.
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