All of our address fields are being deleted when a lead is converted to a deal. The address is not being saved in the Person or Lead/Deals object. We're also experiencing an issue where when we hit 'create deal' the lead is not being converted to a deal and going to the deal screen. It requires multiple manual refreshes…
I am trying to create a salesperson activity report that shows the number of emails, texts, calls, and meetings that each salesperson had over a specific amount of time. I have it partially working, but for some reason, email count does not calculate: I have the Activity type Email selected in the filters for the report,…
It would be really great to have tracking email notification, directed to particular email inside the deal which will help understand which email was actually opened. Currently it directs to the generic email tab with all inbox email when clicked.
Hi I have set up an automation which is working fine, the only thing it doesnt seem to recognise is linking the lead to the activity, is there any work arounds for this? I can link 1.Person to Activity, but cant link the lead that is associated with the person
We work with clients of various sizes, and some require a Purchase Order (PO) to finalize their approval for our services. We've added a PO Number custom field, but in order to streamline our processes and ensure compliance with client requirements, we’d like to explore the possibility of setting up this field to be…
We are having issues with emails in a contact view duplicating. This seems to be when two or more Pipedrive users are copied into the email, but isn't happening consistently. Does anyone know what the root cause of this is, and how to overcome it?
I'm a fan of the new formula features, but I've hit a limitation straightaway with it: Our revenue is in the form of commission and from suppliers, and fees charged direct to customers. We also pay away some of that commission to third party consultants. So our total revenue looks like this: 1) Gross commission 2)…
I've used PandaDoc in the past to build out our quotes and get digital signatures on our proposals. But was curious if someone has built out something within SmartDocs to do this all in house? Or would it not be advisable for some reason I am missing?
Coming to the end of the year gives me a chance to reflect on my first year with Pipedrive. Moving from an inhouse app to something off-the-shelf was definitely a "one step back, two steps forward" scenario, and I really like where we are at the moment. Thanks Pipedrive! … BUT… There's always areas for improvement, and…
I’m looking for advice on setting up an automation in Pipedrive to assign leads to specific sales reps based on their region. I’ve tried configuring workflows, but I’m running into a few challenges. Here’s what I’m trying to achieve: Automatically assign leads from certain regions (e.g., North America, Europe, etc.) to…
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