Dear Pipedrive Community, When I import new points of contact and leads into Pipedrive, it is creating new organizations. I then have, for example, four new "proctor & gamble" companies, when I only want to create new deals and points of contact with their email, number etc. under the existing organization? How can we…
Hi Pipedrive community, Curious if anyone has insight on this…my team sends proposals that will sometimes have line items for several services we offer. As of now, we have to combine everything into one deal - which means when we go back to report on how much we made, we see the total amount for the entire deal and can't…
Hello, we would like to be able to add other labels to phone numbers than "Office / Private / Mobile". We use one contact in pipedrive for a married couple and in our earlier CRM we had "Her" and "Him" as classification to show whether it is the husband or wife's phone number. Could this feature be put on the roadmap? I am…
Hi there, I got a deal from my team that was signed and supposed to be booked in March. How can I adjust the booking of that deal so it lands in March? Thanks.
We are an events agency using Pipedrive to manage our pipeline of client events. Our events (deals) will often be won a few months before we realise the revenue from the events (once the event is delivered). However when I move a deal to 'won' it automatically realises the value of that deal on the day I move it. This…
I've been experiencing an intermittent issue over the last several months where a blank email is received and shown in 'sent', appearing to have delete the contents of the email. Attachments always remain, however the actual text of the email goes missing. I am no deleting the text by mistake and this does not happen on a…
Can I add a second email adress to receive summary report?
Dear Pipedrive-Team, I am wondering what the logic behind your Knowledge-Base article regarding addresses in smartdocs is: In the article you describe, that standard address fields can be broken down into ZIP-code, street, house number, and then inserted into a smart doc. You show that this is possible for organizations…
For some time now the way you open a new support chat has been tricky...most of the time I press the button to pull up the side panel, I then click chat to support and no pop up box opens. I have told support about this before, they did tests etc but its not been fixed
Pipedrive officially announced that: Starting March 11th, 2024, the Product Duration feature is no longer available for new customers. For customers currently using this feature, it will be removed in phases leading up to June 3rd, 2024. After this date, Product Duration will no longer be available. As an alternative, you…
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