Hello, We are attempting to send emails out from Pipedrive, but currently do not have F/L names separated and can't personalize. Can this be turned on for our account? Will this automatically separate the existing contacts in the system from full name to F/L or will I have to re-import those? If so, would this affect any…
So, today I received an email about increasing our price 10€ per user on our advanced plan due to including new features and AI. I'm really pissed off at this, every year you are increasing prices on the advance plan: July 2022 = 29€ July 2023 = 37,90€ August 2024 = 44€ Inflation and interest rates do not justify this…
Hi all, We are an investment company and have been using pipe drive as our main CRM for a few months now. We have a lot of won deals that are of the same person, eg: Won deal 1: Jake's 1st investment: $2000 Won deal 2: Jake's 2nd investment: $100 Won deal 3: Jake's 3rd investment: $500 I want to merge all of these "won…
The import function is not importing ALL the fields from the excel spreadsheet. Custom fields are setup and mandatory fields are in? Please recommend a EXTERNAL service provider that will support with function. Greater Cleveland, Ohio.
As an admin, it would be extremely useful to be able to download or access all the changelogs at once, not going deal by deal or contact by contact, etc. Is there any way to do it? Otherwise I'd like to report it as a suggestion to the Pipedrive team.
In the Insights section, I want to create a report that shows how many Organizations my company has contacted. For example, I want to know how many Organizations I interacted with in Pipedrive this month.
My colleague is getting notifications from her Email Tracking Sales Assistant that her in-house colleague is opening emails and clicking on links 17x. We know the colleague did not do this. We are now concerned that we can't rely on this system for accurate tracking. If we are using a Template, and that template contains…
Hi there We use products and Sales Docs to create our quotes, which works brilliant until we want to create options for a client. For example maybe we are quoting for a 100 chairs in green fabric but 100 chairs in leather is a different price, and we want to easily show the price difference. We can't put the options on one…
I am unable to get the Chat feature to work for asking PipeDrive a question. I have the correct tier of service, but each time I click on Chat, nothing happens. I have written to "support" and those emails are answered by a bot that doesn't understand the question and I am in an endless doom circle. Before I give up on…
The only way I can see to link leads to deals is by converting the lead into a deal. Sometimes we have multiple leads connected to a single deal (for example, leads from different individuals at the same company, or leads that came in a year apart/for different reasons or products). Other scenarios might be: a lead goes…
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