I'm helping a company set up their Pipedrive account, I have professional version for my company, and when I set mine up we went to import data and found the Delete Sample Data button and clicked it. Their version does not have this button available. They did play around and entered a few things prior but now want a clean…
We have products with different add-ons. E.g. Shirt cleaning Price X, and then different add-ons like folded which cause additional costs. We would like to create the Products and then add the add-ons to the product and choose the needed add-on for each specific customer and the price should add up. Is this possible or has…
Olá, preciso gerar um relatório da média de vendas. Os dados aparecem em Resumo mas não tenho opção de gerar gráfico. Poderiam rever? Muito obrigada
Hey! I've disabled the AI-features under "Tools and Apps / Pipedrive AI", but still I'm getting the "Suggested reply" feature whenever I'm replying to an email. If there's one thing I'm not interested in, it's super generic LLM replies that definitely don't work with Norwegian. How do I disable this?
I have a Label field that is used for Lead and Deals. But I can't use it when I want to add it as an additional column in Activities (activities/list)? How to do it?
It seems it did, at least on the hourly notification. It was perfect for us before, up to about 9/27 or 9/28, last weekend as best I can assess. Prior, we'd receive a report of activity within the previous hour and ONLY the previous hour. Now, there is a whole bunch of redundancy with items already viewed which did not…
Currently, I am using the Payment Schedule fields in the “Revenue” section to indicate our customers' billing deadlines. In concrete terms, we're selling a €10,000 deal that includes 1, 2 or more products (one product A and one product B, etc..). Invoicing for two products cannot be separated, meaning I am not going to…
Is there a way to filter leads and deals by the referral organization? I can filter by referral source, but we often have several referral sources associated with the same organization and I need to easily see how many referrals have come from the organization vs each person at the org. Thanks!
Hi, Where can i learn more about the process of assigning new leads to the right rep' according to parameters i will define in advance? Or, do i have to do it outside of Pipedrive (make.com) ?
When syncing to my calendar, is there anyway to get the organisation name into the title? So for instance "Follow up" would arrive in the calender as "Acme Inc - Follow up"
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