Hi - I am running a report where I want to see a Person's Address. I have Person's Name, Organization, Address and Job Title. However the Job Title is showing up in the Job Title field and identically in the Address field. Help!! Thanks!
every time I link a person to a company the "Link a person" popup opens again whether or not I need it
Hello, I am looking to create a report showing new deals per time period and per day of the week. Eg, I need to know how many deals were created between 7am and 9am, 9-11, and so forth. We are looking for trends we are testing with Google Ads. Is ther a way to create a report like this?
I am changing the funil that we use at the company and we need to send all the cards at the old funil to the new one. Problem is that we have more than 700 cards do rearrange
Hi, I would like to manage Retreats with Pipedrive. The following situation/requirements: I have for example 8 Retreats per year Each Retreat has a certain capacity of Rooms. Let's say Retreat A has a capacity of 10 rooms while Retreat B has a capacity of 8 rooms My main intention to use Pipedrive is to manage…
Hi, I added a "new" label to both Person and Organization called "Holiday Gift" and I am trying to test running a report on that label but none of my test people or orgs show up as a result. However, I added a "Current Customer" label awhile ago and the person with that Label is showing up. Does it take a few days for this…
Is there any way to prevent users from changing the activity status of other users?
We are trying to use the sandbox to prove out potential configuration changes we would make in our production instance of pipedrive. Is there a way we can make the sandbox have the same featureset as our production instance? For example, we can setup visibility groups in the sandbox. Thanks for your help.
Hi. We are making much more active use of deal labels, which involves changing and reorganizing labels in addition to just assigning them. The fact that the labels drop down list always shows them in chronological order leads to lots of scrolling and means that the labels that are most likely to be (almost) obsolete appear…
Hi everyone. We are facing a problem with product datafields periodically. Why can't they be seen in deals? Thanks
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