We often have clients that will still utilize our services for 50%-99% of their deal, but the other portion will be lost to a competitor. Is there a way to 1) capture the name of the competitor, 2) mark the deal as a "partial loss", 3) identify a dollar amount for the portion of the deal that was lost, 4) pull reports of…
The 'Chat with Us' function is not working. I clicked on it, but nothing happened. Additionally, whenever I go to the help section, there is no chatbot available. Is it broken? How can I contact support if I can't use this feature?
Hello there, As lead labels (and soon Contact labels) can handle multiple labels, it would be VERY helpful to be able to be able to ADD or SUBTRACT from existing labels (without having to replace all). For example: - I have 50 leads. Some have a variety of different existing labels - I'd like to quickly add a label to 25…
Is there a way to add a sub group to an organization? Ex: Keller Williams may be the primary but they house a lot of internal realtor teams... thx!
After you add a company, where do you add company information? such as a link from their website and about their daily activities
My emails keep getting linked to the wrong account. They will come in from one person about a second person and get totally linked to the wrong different person. A have sent 20 or 30 screen shots to support and all they can say is 'this happens sometimes'. Not an acceptable answer, Anyone else had this issue and i there a…
I set up an automation to populate a data field in a deal with a hyperlink. The hyperlink contains the organization name. It seemed to be working smoothly until I created an organization with a name that includes a space, like "Medical Therapeutics". Whenever there is a space in the organization name, Pipedrive will…
Really trying to figure out how to make PipeDrive work for our business. We are contractors who do work for homeowners. We rarely do work for companies. Our clients have home addresses and all our work revolves around that address. I see how I can add a custom field and make it required for both People and Deals. There are…
I am trying to connect my Webflow website's contact form to pipedrive but I am unable to fine Write-Only API for the form submission. Can any one help me with this?
Hi, there! I would like to know if it is possible to customize a meeting note to come with some pre-defined terms every time I create an activity of this type. Every time we do a type of activity we have to include some topics in the notes. It would be nice to be able to leave these topics in the note every time we create…
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