I was so happy when Source channel field finally appeared in Pipedrive. But I've discovered that nothing is displayed when i select the Source channel field making a Deal Conversion report. that is weird...I can see how many Leads were converted into Deals but then I can't see how many of them were Won. Means I still have…
We are trying to use the sandbox to prove out potential configuration changes we would make in our production instance of pipedrive. Is there a way we can make the sandbox have the same featureset as our production instance? For example, we can setup visibility groups in the sandbox. Thanks for your help.
How does one edit the logos on the left side of Pipedrive? For example I would like to remove/hide "Campaigns" and "Marketplace". I have seen some demos videos where this appears to have been been done, however I am unable to find information on how to accomplish it. Thanks!
I'm trying to find a way to list all of the leads of contacts that have more than one open lead in our system so that we can close out the old ones and focus on the new. It gets extremely confusing since the agents can't view the leads and when they were created from a contact. In the leads inbox I see a "Person" and "Open…
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
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