I have several deals in Pipedrive, for which colleagues and I transfer emails into Pipedrive with the deal-specific BCC email. Now, opening this deal gives me of course the option to filter by entry type. For emails, it shows me the total number of emails linked to this deal, but does not show all linked emails to all team…
I have a pipeline set up and are able to see the time the deal has spent in each stage in the deal deatail view. However, in the deal overview board, I would also like to see the number of days the deal has spent in the current pipeline stage. Is there a way to add this info to the card in the overview?
Never use the upgrade option for a trial of a higher plan. The Pipedrive support and sales teams deceive customers. I could not downgrade from the higher trial back to my previously paid yearly plan. I had to pay extra costs when the higher plan trial did not solve my issue, despite sending multiple feedbacks about why it…
As said in the title, I have a Word file which is normal, with some graphs and texts etc. And when I try to create a template from it, it just converts to s***. How can I fix this?
Pipedrive is so powerful with the automations… the one area that is lacking is the email tracking analytic insights . I'd love to be able to have a report of email opens and clicks so I can make data-driven decisions. I don't think this exists. Right now, I can only see analytics by each individual email and it's great…
Hello. I've spent hours on this simple task, very frustrating! Please see image. I am building up a pick list of "lead sources". I simply want my standard users to be able to add new lead sources when entering a lead or deal, not just pick from the ones we have (without going into the admin settings, of course). This is…
When I write e-mails in my usual e-mail programs, drafts are saved while I write. If there is an interruption there is usually a draft to open and continue writing in. Pipedrive's app seems to work differently. For a whole hour I wrote an email to a contact. When I pressed "Send" the app froze and I had to restart the…
This discussion was created from comments split from: How to activate email connection? .
We are in the real estate business. We take a lot of pictures at our properties (deals). Managing all the pictures after the fact is confusing at best. When attaching a picture to a deal, we are able to select only one picture at a time. Is there a workaround to this? So we can select a bunch of files at one time? And/or…
Anyone know how to recover a deleted deal?
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