The current implementation of column ordering in the Contacts/Organizations/Leads tables is very slow and inconvenient. When there are more than 5 columns and they extend beyond the screen boundaries, adjusting their order becomes very difficult. If Pipedrive allowed global settings to be saved, this issue would be less…
Hide this annoying popup; it keeps appearing constantly.
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 greatly appreciate Pipedrive's flexibility when it comes to uploading from spreadsheets. The fact that we can correct where data fields belong in a simple manner is wonderful. That is why I was shocked to learn that when uploading Leads you cannot include a Lead - Label (Hot, warm, cold, etc) in the upload. You can do it…
Hi everyone. Can I get your input please… What is your view on having pipeline stages called Won and Lost? I have been unsuccessful so far trying to logically explain to my employer (who insists on keeping these stages in our pipeline in Pipedrive) that we don't need them as Won and Lost are statuses not stages, and we can…
How can I build a report that takes information from two different entities. Specifically, I would like to list all activities in a quarter and show the value of a custom field for each contact of each activity.
Is anyone having issues with the billing process? The customer services team at Pipedrive seem unwilling to help. We have asked for someone to call us to discuss. They won't call and will only use the webchat function to communicate. We've decided to look at other CRM systems and leave Pipedrive as its getting too…
Hi team! I´m trying to create a Projects report but it´s not possible, and also I´ve tryed creating a organizations report that shows all related projects but it´s not possible as well. Any suggestions? The idea is to know how many projects we´ve per organization. Thanks!
Hi, we have to change some of our fields and im worried about loosing the data and would like to avoid going through all Deals to copy/Paste the data. Is there a way to automatically transfer Data from one Field to an new one? Thanks and best regards Lars
Hi all, I'm trying to understand the... purpose/point of a lead versus a deal from the context of, to me, a lead should be meant for people (and resulting communication) prior to a deal. You talk to the lead, back and forth, negotiate, etc and then you convert it to a deal. But by that point I would have only converted the…
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