Hey after the new release some of my old e-mails i connected via the deal-link are not shown in the historie in the deals anymore. is it a known thing? do i have this problem alone? are the mails coming back? kind regards Veit
Hey! I´ve created a new report to show my colleagues all accounts they own. When I share it to them, they can only see their accounts and not all of them. Do you know why? Or how can I change that? All users have same permissions.
For many of my deals, I can't reliably identify a person/organization I am dealing with (please don't laugh at me). This is due to platform limitations on which we operate. So I am looking for a way to create a deal through UI without specifying these two. However, when I try to do so, person/org appear to be 2 of the 3…
Hi - I would ideally like to send the URL related to a particular activity once it has been completed to a colleague. What is the easiest way to get an activity URL? It is not obvious to me. Thanks! Best wishes Tim
Hi, I've encountered a situation where users often move the Deal to a particular stage by mistake and immediately correct it. When I go and check in the insights, even the wrong movement shows up as one count for progression and messes up our KPIs. Is there a way to control who can move the stages? Or perhaps filter the…
Hi, My business has payment terms. what happens after the deal becomes a project, how do you send invoicing for the rest of the payments and for the final payments, how do you keep track. I just noticed there is no invoicing option on Projects. Which will make this for my business completely ineffective CRM.
The support team said that the Product Image is 128 pixels. When I use smartdocs the a cell for the image, no matter what size the cell is, the image is very small and has to be manually resized. It would be great if the image filled the size of the cell. Do you have any ideas on how this could be achieved? Perhaps the 128…
Hello there, I'm new here at Pipedrive, does anyone know how to add a (day of birth) DOB to the contact, and shows an alert at the calendar?
Bom dia, gostaria de saber como alterar o idioma do Pipe, deixar todas as opções em Portugues? Achei uma opção mas ainda sim tem coisas que não estão em Português!!!
Is there a way to allow Pipedrive to detect the marketing source of a lead or deal, like how Hubspot can do? Or at least accept UTM tracking? Right now we are running several ads but struggle to see how many sales can be attributed to which marketing channel...
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