Just finished several weeks of testing between a few different CRM's and Pipedrive won. 1st day of real use and already not happy. The support bot just goes in circles and you cannot get to live help. Tried many different trees, with no success. Does anyone have path to get past it? It shows we should get chat support with…
Was surprised to hear from PD support that if you have more than one currency then you can't use the new MRR report. E.g. below 5$+5€+5DKK = 15DKK which is obviously wrong. E.g. below report in DKK should be app 388K.
We send our engagement agreement via PipeDrive (Templates), and in addition to sending it to the signer, we often we need to cc our main contact who is not a signer. I don't see a way to cc a non-signer. Am I overlooking something or is it not possible to do? Thank you!
Hello! I would like to sync my tasks as tasks in my Google Calendar and meetings as meetings. Is there a way to do this? It would be a fantastic feature.
Hi - I am running a report where I want to see a Person's Address. I have Person's Name, Organization, Address and Job Title. However the Job Title is showing up in the Job Title field and identically in the Address field. Help!! Thanks!
every time I link a person to a company the "Link a person" popup opens again whether or not I need it
Hello, I am looking to create a report showing new deals per time period and per day of the week. Eg, I need to know how many deals were created between 7am and 9am, 9-11, and so forth. We are looking for trends we are testing with Google Ads. Is ther a way to create a report like this?
I am changing the funil that we use at the company and we need to send all the cards at the old funil to the new one. Problem is that we have more than 700 cards do rearrange
Hi, I would like to manage Retreats with Pipedrive. The following situation/requirements: I have for example 8 Retreats per year Each Retreat has a certain capacity of Rooms. Let's say Retreat A has a capacity of 10 rooms while Retreat B has a capacity of 8 rooms My main intention to use Pipedrive is to manage…
Hi, I added a "new" label to both Person and Organization called "Holiday Gift" and I am trying to test running a report on that label but none of my test people or orgs show up as a result. However, I added a "Current Customer" label awhile ago and the person with that Label is showing up. Does it take a few days for this…
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