We have written several Books. Webforms within pipedrive make it easy for us make the books available. And I love that notes are generated to document who downloaded what. Is there a way to create a summary report that shows which ebooks are the most popular? Or a detailed report of who downloaded each ebook?
How do I change the setting in Pipedrive so my completed calls are not recorded and filling up my calendar? I watched so many video's but can't remember where to find that setting. Appreciate the community support
Is there a good tool that can load the Pipedrive data into our data warehouse? We are currently using Stitchdata and the integration for Pipedrive from Singer, but it doesn't work well with the deals products yet. However, once products are removed from a deal, they are not removed from the data warehouse or marked as…
Is there a way to display the deal owner when viewing deals on the Dashboard. Currently, all I can see is the deal name, client organization and client POC. I'd like to see the deal owner in the summary as well. Thanks in advance.
Hello everyone, We plan to expand our sales with external partners, helping us to distribute our products. The last weeks I work to write best practices around partner management in Pipedrive. I also worked out that the partners need a lot of additional stuff, so I came around to launching our own partner portal (connected…
Hello, everyday I receive and e-mail with things that I have to do in PipeDrive, is it possible to edit what comes in that e-mail ? Thank you !
Hey, dear community, EDIT: We have all the interview slots booked. Thanks everyone who responded to our call! We’re currently researching how we can introduce scoring functionality inside Pipedrive. We’re looking for 4-5 users who we’d like to speak to and understand your needs, use cases and the current pains you’re…
We need a better way to pull a list of Deals and filter by whether or not they were converted over from a Lead. Could this be a system field we could pull into a column in list view? What's a good workaround?
I have just upgraded my mobile to an Apple 15 Pro Max and running iOS 17.5.1 and the web to mobile caller feature is no longer working. The instructions are out of date on the PD help site and the Notifications screen looks nothing like what they are showing. Thi is what I currently see with no option to activate…
Is there a way to create line graphs in Pipedrive reports?
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