Is there a way to create a table of custom fields? The field grouping (as I understand it) doesn't give me the functionality we need. I appreciate any suggestions on how to track the following situation: My company sells memberships into different groups. A company may buy a membership in multiple groups. Each group has a…
Como eu faço para extrair relatório de pedidos que ainda estão ganho. preciso somente os em aberto. e também quero extra por vendedor indicidual por favor me ajudem, pois no chat ninguem me da retorno e o robo IA não me explica obrigada
Seems like others have had this problem and it was never addressed: https://community.pipedrive.com/discussion/11699/separate-email-conversations-being-merged-together I change the subject line in gmail so that it will create a new conversation thread in pipedrive and it still connects it to the old thread. I think it must…
Hi, We have a problem with the email synchronisation, it's working too good. We often see that leads quit at one customer and join another customer. Or the company changes its name and email domain. That way we have a new emailadress for the same lead. We want to 'archive' their old email address so the old emails stay in…
Hello All, I'm curious if there is an optimal method for managing customers' "accounts" after a deal has been won. We are a company that sells cosmetics B2C and also B2B. We primarily use Pipedrive for managing our B2B sales, but once we make the first sale, we struggle to find an optimal way to stay on top of their…
Our salespeople often collaborate on deals. We'd like to track this in Pipedrive, so that they are properly credited with the deals they've won or been a part of. I've seen a few suggestions here, such as: create custom field with tags create custom field with Pipedrive user field-type (not sure how the reporting would…
Hi, we have two different accounts (under one company). Problem is, we do not see each others activities. Is there any solution we can see exactly the same informations? As nature of our work flow is to share a part of work on the client, therefore we need to see each others activities, notes etc.
I wanted to check the options to mass export all the files from Pipedrive and store them on a drive. When I export files in Pipedrive the export file contains the download link and this is a manual process as I have to use each link to download the files one by one which is time-consuming.
I’m trying to create a metric that shows the number of unique customers we've closed deals with. I often have several "won" deals with the same customer (organization) - for example, 6 won deals with one organization. In this case, I’d like that to count as one customer, not six. So essentially, I’m looking for a way to…
If a Pipedrive user sends an email with tracking turned on to a single recipient (from Pipedrive) and it is synced to Pipedrive, when other PD users view the email does it increment the open count?
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