I'm finding Pipedrive a little frustrating and thinking of switching but don't want to learn a new CRM. 1) When will AI be integrated to help us work the platform more easily (emails, campaigns, etc)? Most of the other CRMs have some form of AI built in now. 2) Are there any new products being added to PD in the next 3…
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!
Is there a way to hide the sales inbox for a particular user?
I am importing about 50k activities from another CRM and I can manipulate the "due date" and set the activity as "done" but the date order they show up is based on the current date, Some of these activities are several years old and with some organizations there might be more than one "activity" added. They all appear in…
I sent out 7 separate emails this morning to 7 different clients. At 12.07 precisely they all opened their emails (4 had opened earlier) which cannot be true. Anyone found this happening?
J'aimerai extraire les adresses emails de mes prospects présents dans mon pipe "sales". Commet est-ce que je peux faire cela s'il vous plait ?
We've logged into Pipedrive this morning, and realised that a number of our filters are no longer working. When I check the conditions, it says that "Does Not Contain" filter is no longer available. Why on earth would you remove this? And why didn't we get any notice of this change??? We rely extensively on our filters,…
Hi I'm playing around with the new products report and have found it useful for recurring revenue, however it does not show my one off products. I see the flag is set for one time product, recurring product and installment. The report is only pulling through my pipeline forecast for the recurring product. In the first…
I would like to export multiple filter results into a single spreadsheet. Is there a easy way to do this. Thanks in advance for your help
Hi - Is there a way I can add a contact without adding an organization? Im currently tracking how we onboard Members on Airtable with different statuses and would love to do that on here but I keep getting the organization is required.
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