We have about 8 people using the lead inbox and people can pick what leads they want to pursue. If anyone clicks on a lead it unbolds the lead (marks it as read) for everyone. Is there a way to have this change so the "read" flag is on a per user basis vs organization wide? We need a quick way for each person to know if…
Hello, I tried to import my list of products but I got two errors in part of the list. I was able to import 700/1080. Do you know what do they mean and how can I solve them? 1 - Product not found. 2 - (Product) Update product is not allowed for deleted products. Thank you, Rita Pereira
Hi, In pipedrive I can not filter deals, people, organisations 's ownership by selecting ex-users. In the filter menu when I select OWNER, I do not see ex-users in the o-users list. How can I Filter? After filtering those, I will change the ownership accordingly, but know I can not make mass change on those records. I have…
Hi, I'm currently setting up Smart Docs for our sales staff and wondered if there was a way to send a Profile document to a client where they can fill out the fields themselves. I can do this as a document but the template we use is 8 pages long and I do not want our staff to be having to add text fields to every document…
Hi! I'm encountering a challenge where certain fields, such as address, are identical in both leads and customers. My current process involves asking for the address during the initial contact to ensure I can deliver our service effectively. However, once a sale is made, I also need the customer's address. The issue arises…
We want that whenever a lead form is submitted on our website, we are able to get UTM values in Lead as hidden fields. We tried following: 1. Lead booster web forms are not an option because they do not have hidden fields through which I can send UTM values to track lead source. 2. We tried Contact Form 7 and Advanced…
Hello! Looking to start using the documents feature. Currently we have used Dropbox Sign to send our main forms to our clients. The forms are essentially a fillable pdf (many boxes to fill with some of their personal information that we wouldn't get earlier in the process). I'd love to be able to keep everything working in…
Hello Pipedriver's ✌️ We are very pleased with the many new features Pipedrive has introduced. However, we have a specific request that we believe would be a game-changer for us and many other companies in the rental industry. Currently, we bill our clients on a daily or monthly rate basis. Unfortunately, the existing CRM…
Hello, is it possible to create an admin account and a user for commerce by only paying a subscription? Because I would like to have control and visibility over the account but a salesperson who is not the admin role?
I have 4-5 active pipelines for different purposes. How do I designate one of them as my default pipeline, so that 'deals' always opens in this pipeline?
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