Hi, I am using the last email sent column in my leads overview to track that all leads have been contacted. For some reason, the column value does not display correctly for certain leads. When I click the lead, I can see my email inside so it is definitely recorded, but in the overview the value in "Last Email Sent" column…
Hi, I’ve noticed that when I fill in the Person field in Pipedrive, the system automatically splits the name into First Name and Last Name fields. However, in Hungarian, names are written in reverse order (Last Name first, First Name second). This causes the names to be assigned incorrectly. Is there a way to adjust this…
I have been researching how to create an Insights report that compares organizations that have had a new deal enter our sales pipeline within the last 30 days to those that have not had any new deals enter the pipeline during the same period. Is that possible? Or are there any creative workarounds you suggest? Thank You
In the "status options," the drop-down menu only have the options of "open, lost, won, and deleted". I want my won deals to show they have concluded successfully and are closed. Would you happen to have any ideas about how I can make that happen? Or is the idea to delete a deal that has concluded and closed?
I needed to book call with suport team , how can i do that ?
We uses pipeline stages to track deal progress and the rotting days would be helpful apart from the fact any minor update in a deal, or communication sent, resets the rotting days. This might be specific to how we utilise the pipelines though would love suggestions from anyone that has encountered a similar challenge and…
Quero deixar registrado a minha insatisfação quanto ao uso de uma ferramenta basilar, que é a organização dos contatos no negócio por ordem alfabética. Em solicitação de informação ao suporte técnico, fui informada que o uso desta ferramenta está disponível apenas na versão em inglês, o que é um absurdo, visto que o CRM é…
Are your best salespeople wasting time cold-calling low-quality leads? If so, maybe you need a few Sales Development Reps (SDRs) to prospect for you; your top salespeople can spend more time following up with higher-quality opportunities and close more deals. Here's how we recommend working with SDRs in Pipedrive.
The support bot is less than useless. I am looking to find out why I have not received my reward for filling out the recent survey. This is not the first time I never received a reward. You'd think I'd leaarn
Since this week, when the title of a deal is long, it no longer automatically returns to the line. It disappears on the right-hand side of the screen, making it impossible to see the full text. I used to make a brief note of the various actions taken, using the maximum number of characters in the deal title in order to…
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