When I complete an activity, it asks to schedule a follow-up. How do I stop this? According to Chat GPT its in settings, which is what I switched on. But it seems to be hidden even though I'm Admin Go to Pipedrive Settings Click on your profile picture (top right). Select Company Settings (or Personal Preferences if you're…
I have followed the steps on CRM looked tutorials it stills tells me that I need an admin approval from Pipedrive
Currently Pipedrive merges unrelated e-mails to one thread and I cannot separate them anyhow. This is confusing and heavily disturbing. I miss all the data in one deal and have e-mails from totally unrelated deals in the other one. What a mess. Please make this optional. I'm sure I'm not alone with this problem.
I want to send an email notification based on automation. Something like: send email notification to distribution group 35 days before custom field Contract End Date. But I do not want to set up an email synch with my work email. I'd like to have it sent from Pipedrive. I don't want all my email synched AND the automation…
PARTICIPANT QUERY. A bit frustrated here. Hope you can push this forward as I have seen this request posted numerous times to Pipedrive development and yet it remains unresolved. We operate an International Soccer Development Company which specializes in Sport travel. We need to be able to pull a Participant query with…
Hello, In my line of work, I sometimes need to go by the landowner's house. On occasion, they aren't home so I will just put a note into Pipedrive saying that I went by their house. What is the best way of handling that if I'm entering the note the day after I went by their home? When I enter a task from yesterday, it…
Our team inherited a set of customers stored in Pipedrive. Do you have any good ideas on how our team could best manage them? One idea we had is to mark all current customers (who are in different stages, such as lead, contacted, call, etc.) as 'gray' in Pipedrive. We do not know if this is even possible. Then, when…
Is it possible to create a new sub-item under the "duplicate" section, where you not only can see duplicate Contacts, Companies - but also "deals" with the same identical unique name?
If you create a custom field called tags, and add options - you have a pretty decent tagging system. More or less the same as the "Labels" option which has the possibility to add multiple labels per contact (as of last year). The problem with both approaches is that you can not do any mass edits. If you do a find and want…
Hello, I understand the yellow field is called product notes. Where can I find this data field in pipedrive? Can I get the API key for that field? I need this field to match with my accounting tool for invoicing. Thank you!
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