I am a Pipedrive affiliate, and we got a client to set up Pipedrive for their business. However, the client created their account without using our referral URL or code to indicate that they were referred by us. What action can I take to have that client associated with our affiliate profile?
What is the use case or benefit to using a label for a Organization, Deal, etc. or vs a Data Field?
Hi everyone, I'm new to Pipedrive and to be honest I'm also a bit new to using a CRM. I used to use Hubspot but switched to Pipedrive as it was far too complex. Before, on Hubspot to create automated email sequences, I simply had to create a dynamic list of contacts based on criteria (for example, the source) and once the…
I would like to create a filter that shows only the companies that haven't won a deal in the last 3 months but have previously won at least one deal.
Hi, I need to export files in jpg format. I manage to export the basic information in Excel where a link to the picture is displayed. However, I need to retrieve those pictures. Anyone could inform me how to do it? Thanks.
Is there a setting that locks editing of product prices? I am currently trying to update prices of products and there is no edit option for the price however there is an edit option for description, sku and everything else.
Hello there, I'm migrating from pipedrive to HubSpot and even though via import it brings some emails, it doesn't do it with all of them. There are limits on what gets synced, especially with retroactive emails. They say it's because of the way pipedrive stores emails but I don't understand. What do you recommend?
Hi, Can you please explain me how do i set up Pipedrive to count my clients monthly retainer? Do i have to create a new deal every month? Thanks
Hi guys, Can you please give me tips and best practices for choosing better deal naming? Right now i use only the first name & surname of the person but when i use automations with make.com and i need to search for deal, it makes it very hard to manage.. Do you sometimes add phone number in the deal title? Thanks
Hi everyone, we have ca. 100K companies in our CRM and would like to check from an outbound list which leads might already be customers or prospects. We have several ideas, but they don’t seem like best practices yet - maybe you can advise a better workflow: Exporting Pipedrive deals through Coupler to Google Sheet and…
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