hello. I need to update my email signature but when I go to preferences I no longer see the email sync. How do I get to my sig to edit it? thx
I am a real estate agent, and i need to figure out how to send out auto emails to multiple people. I have figured out how to send it to the main person in a deal, but how do i automatically CC a participant?
Hi Pipedrive World, I'm trying to work out whether there is a way to upload all of our sales collateral into Pipedrive, where all team members can access, instead of having to jump into Gdrive or upload from device every time. I can see a PDF can be uploaded to a specific deal.🤔
I used to be very impressed with the support chat (someone would answer my questions in a reasonable amount of time). I have a fairly urgent need (the email tool is down and it's something with Pipedrive, not my email). I went to chat with support and only am given a bot option, with no ability to type anything - only…
Any idea how to make a report that shows how many organisations have been "transformed" for a confirmed customer, let's say this month? Organisations and persons are already created when we find the specific potential customer and do not know yet if it will be a customer or not.
Hello everyone. Is there a way for pipedrive to e-mail you automatically when you have a task that is due?
Hello, I have discovered that custom fields I have created (which are key customer identifiers in our business and search) are not able to be used on the mobile phone view. This means when we are out in the field we can not search for our customer, upload photos or documents easily to their file. It means photos and other…
Hi All, I'm relatively new to Pipedrive. So far, things are going well, but today I've experienced several short-term outages. For example, sometimes when I try to view People or Companies, I am sent to a "Something Went Wrong" page. Also, when I enter an address, the system freezes as it tries to search for and GEO-verify…
For some reason Pipedrive is always using my microphone, and if I disable the permission, it constantly bugs me by asking me to give permission to use the microphone. This seems like a terrible security risk. What is happening?
Hello. I am trying to track metrics such as, average discount, which reps are giving the most / least discount, etc. Unfortunately, I don't see a way to display the "Discount" field in Deals or Insights. Any ideas, please? Thanks!
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