When I delete a sent email from Pipedrive, it doesn’t get removed from the sent folder on my email server. This creates a challenge because, even though I’m trying to keep my inbox organized and free of unnecessary emails, these old sent emails keep accumulating on the server. As a result, I’m running into storage limits…
We sometimes have contacts that have a lot of emails stored in Pipedrive. How can I search for something for only one contact? Control Find won't work as the content is not loaded until you expand a specific message (which makes sense)
Hi, I have tried to sign up for the essential package showing as £14.90 per month when I got to the billing it is showing as £21.90 per month. Please can you advise why the payment isn't showing correctly at £14.90.
I'm setting up a key account program for a global account, and due to the complexity of the account over multiple geographies & business units it is listed in our Pipedrive under 15+ "organisations" and under 6 different "owners" - none of which are me. Is there a way I can link these organisations and then run one report…
Hello Pipedrive friends. We are generating offers with Documents (SmartDocs) and we cannot find the field to map "discounted unit price". The system is applying the discount correctly, it shows the price without discount and in the multiplication of units it expresses the total with the product discount. This is not a…
Hopefully, someone has a solution for this: When we send a contract for signature, we also include a text field where customers add their VAT/Tax number. Is there a way to extract this when the document is completed and add it to a custom field against the contact record?
I can't seem to find a simple way how to export all of my contact information including the notes in one simple step. Can someone guide me on how to do it? Thank you.
Hi, we are considering moving all our Jira users to the project board in pipeline. However our vast majority of team will only need projects in Pipedrive and nothing else. But when trying to test it out it seems it is demanding a full license for the user? How is that possible, the project function is like a 8 dollar cost…
Is there a way to do this? I have multiple projects some with priority tasks, how can I pull all of the priority tasks into one list or group to see them without having to dip in and out of the various projects?
I use the email sync feature of PipeDrive. It's a good idea, especially to integrate incoming email from contact to a lead of a business and share it with other people of the team. As it sync with each employee inbox folder, and as PipeDrive email feature is fine but not the-mail-client-killer, each of us still use our…
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