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.
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…
I logged on to Pipedrive today and my "pipeline" is super wide, as in, spread out horizontally. I have to scroll to the right to see all my columns, where in the past, everything was nice and compressed to fit my viewer window. Anybody else dealing with this bug as well?
Hi, I'm new to pipedrive system. I moved bulk deals from one pipeline to another. I wanted to revert the action. I want to place the deals back in their respective stages in the previous pipelines. Could anyone help me to understand how to do it? Thanks in advance!!
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