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…
Hello community! I would like to post a message asking for help. Despite my research, I haven't been able to find a solution. I am looking for a generated digital automatic counter for business on the model (year + digital counter) example Case X: 240001 Case XD: 240002 XRDX case: 240003 …. I can't seem to find any…
Saw that another user reported this same issue 2022 and engineers were working on issue. We are having same issues. Activity ICON shows we have 7 but when we click in contact card there is activity is not showing.
Would be very helpful to have a feature in Pipedrive's Email Sync that allows users to have control over the window from which emails can be sent in Pipedrive. For example, we have reps that work later in the evening that would appreciate the ability to draft emails and have them send the following morning, or avoid…
Hi everyone, I'd love your input on the following question please. 🙏 Thank you in advance! When using Pipedrive, is it best practice to enter all enquiries a business receives initially as a New Lead so that the conversion of leads to deals can be tracked? Or if a hot lead comes in, is it okay to enter it directly as a…
Hi Community, I'm wondering if anyone can help with a report I'm trying to create. A PD user has multiple Activity Types (Call 1, Call 2, Call 3 etc) and are looking to create reports to show how many Call 1's resulted in Call 2's / How many Call 2's resulted in Call 3's etc. An alternative way to look at it could be of…
Is there a way to have text messages sent via the app to show up in the activity list for a prospect?
I used to have Reply All as an option. Now I don't. Has anyone else encountered this problem? I'm getting AI-written messages from Pipedrive support that are not helpful.
I cant figure out how to email a file from the crm. I can attach files to leads/deals but whenever I try to send those files it wont let me. any suggestion would be appreciated.
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