Hi team! I´m trying to create a Projects report but it´s not possible, and also I´ve tryed creating a organizations report that shows all related projects but it´s not possible as well. Any suggestions? The idea is to know how many projects we´ve per organization. Thanks!
Hi, we have to change some of our fields and im worried about loosing the data and would like to avoid going through all Deals to copy/Paste the data. Is there a way to automatically transfer Data from one Field to an new one? Thanks and best regards Lars
Hi all, I'm trying to understand the... purpose/point of a lead versus a deal from the context of, to me, a lead should be meant for people (and resulting communication) prior to a deal. You talk to the lead, back and forth, negotiate, etc and then you convert it to a deal. But by that point I would have only converted the…
Hello, I am curious about how you manage returning customers in your business. I run a production company where 95% of our business comes from returning customers. Essentially, they go through a continuous cycle with us. After closing a deal, they re-enter the beginning of our customer care process. I'm interested in…
What is the best work around if you have multiple category's and POC within 1 Organisation?
Basically what the title says. I needed to make a way that when I move a deal into another step of the pipeline I have to provide a reason to why it happened. Can pipedrive do that?
How does the Active Email Account Sync work? We are on the Power plan and would like to know if we can allocate an account to the Marketing Department and then setup 3 active email accounts for the 3 x people in the marketing department? Would that be possible or is this not the way it should be used?
Hey, I want to send email REPLIES in bulk. I'm aware about "Send group email" feature, but it seems that it can only create new email threads (and don't reply to the previous threads). Is there a common way or at least a workaround (through apps, integrations via zapier/make, custom Python code) to send replies in bulk?…
Dear community, I wonder how I can use HTML in my Pipedrive emails from the deals view / using email templates. I found two related articles, but I did not find a feature to actually use HTML within the email body. Is this possible when editing a template from the deal view?…
I've added a set of leads using Prospector. I also added 1 lead using Surfe. How do I populate a LinkedIn profile field in Contacts or Leads within Pipedrive?
It looks like you're new here. Sign in or register to get started.