I have multiple deals for the same customers. I have noticed sometimes that Pipedrive will merge separate email conversations together that is for 2 completely different projects. It is odd because these are new messages with new subject lines. This same behavior is not happening in my email clients. Has anyone else had…
Hello… I need to create a report where it only shows the Lead Prospects or any other stage after that. I can only show one stage in "Leads", all the other stages have "Leads", "Leads Prospects", etc. For example, I need to show in the report only the second-to-last stage, but what it shows in the report is all the stages…
It seems like chat doesn't work on saturdays. I want to export the contacts of my open deals to a spreadsheet with their name and email address so that I can import them into my constant contact database. I don't see any option to create a custom report. When I hit the + it leads to a place that doesn't do what I want. See…
Hi there I have a problem that I cannot find deals that has been marked lost that was previously won. Case: I have a whole sale coffee company. I have won a deal and mark it as won. After some time the customer decides to stop buying for my company. Then I will mark the deal lost. Question. Where can I find all deals that…
I am looking to move our sales CRM to Pipedrive. Our deals are usually home loans, and we require a custom field to calculate loan repayments over a period of time. The repayments are also dependant on loan repayment frequency (weekly, fortnightly, half-monthly & monthly). Is there a way to set up a custom IF formula to…
I am trying to import 25,000 named individuals and around 15,000 companies. Everything works fine. Companies are created in Pipedrive and the individual people are added to those companies and it looks great. But for each company and person a new "Deal" is created automatically. I do not want this. I am importing from a…
Basically what the title says. I needed to make a way that when I move a deal into another step of the pipeline I have to provide a reason to why it happened. Can pipedrive do that?
Hi All, I just came across few clients, complaining they haven't received the email, though I have received the email tracker notification that email is viewed. Is it working as expected or is there any issue ? Thank you so much.
Contacts are currently sorted by the first letter of their first names if we use the list of letters on top of the list of contacts. It seems to me that it would be a good option to be able to sort our contacts by the first letter of their family names instead of the first letter of their first names. This way, every…
i cannot use the livechat feature unless i'm a global admin. is this correct? No-one of my sales people can't see the livechat menu-item unless i set them global admins. To be clear: in the permission list they the option LIVECHAT is always enabled and the permissions are correctly assigned. I asked support but no answers…
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