Bonjour , je voudrais savoir comment transferer les contacts dans prospects avec les notes et activité incluse . Comme nous n,avon spas eu d eformation en francais de base car nous avons acheté L'ESSENTIEL certaines de nos collegue ont mis des prospects dans les contacts … merci
I need a suggestion on how you handle scheduling for all sales reps on one calendar? We have one person that manages all incoming leads and qualifies them and schedules based on type and availability a sales appointment. So I am looking for what other folks do with this type of scheduling structure.
Does anyone else have this issue? We have our outlooks synced to pipedrive and when we have calls with clients, it shows up multiple times in a company & contact timeline. Since each team member is on the invite - it will record each time on the timeline. Same goes with emails if every team member is on the thread.…
Please start understanding that we are working. We are not here to keep discarding the same message over and over again. We paid for the software now let us work. We get to many popups, pop over, emails with blackfriday and features we can buy or pay extra for. Get with the program of delivering value, not spam me to…
Hi , I would like to know if someone speak french it is easier for me to understand
We recently redesigned our pipelines according to specific criteria. It would be useful for the team to be able to refer to some kind of description or instructions for pipeline stages (as an easy reminder). Is there an existing way to add information like that?
Does anyone know if there is a feature within Pipedrive that interacts with AI so that you can use voice commands to update deals, notes and project management without spending hours at the computer manually inputting all the updates that happened throughout the day?
Hi, Ive been using pipedrive for a few years and we have a consultant thats coming up for renewal but want to do our due diligence and see who others are using. Please only suggest them if you love them and tell me what you like/why/at least one thing they did well. Thank you so much!
Hi. Can anyone help to understand this, as I presume, bug on the CRM's side? When you set in Submit Options inside the webforms - to redirect to another page, its not doing it. Page opens in the same iframe that form is in. And no redirection happens - url do not change. link to previous discussion where it clearly worked…
Hi, In our site, we need to create a form to capture and update customer information that we need to save in PipeDrive. These customers already have leads/deals going on in PD, so we don't need to create new ones. All we need to do is to update their profiles. Is this possible with PD's web forms? If it is not, are there…
It looks like you're new here. Sign in or register to get started.