Hi Guys, I haven't seen this covered anywhere but most definitely need it to be. What is the best way inside Pipedrive to create an activity using a received email? The feature would act like Office365 does when creating a task from a flagged email. I find this such a simple feature that I must be missing something in not…
We want to be using the Task feature for assigning tasks to our dev and design team, but being as there is no place (that we have been able to find) where you can see a list of all of your tasks (similar to how you have the "Activities" list) this makes that feature unusable for us and we are having to assign EVERYTHING as…
Adding people from a meeting to an organization after a sales meeting seems like a fundamental and super common thing. It also seems like it would be relatively easy to automate this from the calendar view (add all participants as contacts and attach to an organization). Currently it seems like the only ways to do this are…
When this was created, the H1's were all at the top of their pages. After saving and sending to our customer as a proposal, they shifted all over the place and it looks very unprofessional, so we won't be able to use the document signing feature if this always happens. How can this be prevented?
Can anyone help me figure out how to link an email that I copied into Pipedrive, and is linked to the recipient only, to the deal he is associated with? I searched for a contact, the deal he's a participant in didn't come up (and I didn't know it existed, I'm not the owner) so I emailed the contact in reply to a previous…
Hey, Pipedrivers I would like some suggestions here and also discuss the way some of you manage DUPLICATES. We have a client that created lots of duplicates, to be more exact 700+ only in one category! Now comes the tricky part, Merging them 🤯! Doing one by one is really a pain, and PD should develop a simpler way to…
I wanted to know from others what is the best title for the Lead? Pipedrive by default use organization name in the title. How others are handling the title?
I have been a small business owner for a while. I do not understand the difference between "lead" and "contact" as it pertains to Pipedrive CRM. I have looked for help articles and cannot find information. Most importantly, how does the differentiation: * Affect the way I use Pipedrive? * The way I enter or upload my…
Hello, i wanted to ask if there is possibility to send offers to customer directly from Pipedrive? Now we are using email templates to save as offers and then we send it. I saw that Pipedrive have ability to save products and add it to deal but this product cant be sent to customer directly. Can I send products directly to…
I am importing some leads from a CSV file. In the Mapping view, pipedrive wasn't able to identify the field is an email, so I mapped the Person→Email data field to that field. However, in the test import (where I see the first 3 rows), I don't see the email addresses getting imported. Does the input data need to be a…
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