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...
Can Pipedrive be set up for multiple countries with multiple users that are integrated so I can have a whole of company (many countries) view and reporting? If so, are there any links to tutorials?
Every month I pull reports from Insights, on both Deal Progress and Deal Conversion. I set the parameters to be the same, IE same month, deals in, exclude particular lost reasons. Insights gives me 2 different figures from bout Conversion and Progress. If running monthly reports with the same parameters why are these not…
Hey there, so I think that's something that Hubspot has that I feel is missing in Pipedrive. Essentially, I have a stage for a "pilot" and some customers go through it (they need a trial before fully signing on) and some skip it and go straight to my last stage "Paying Customer". However, Pipedrive in Insights cannot…
Neeaconsulting as a Pipedrive partner and provides a lot of support to customers. There is a request that is very important and recurring: the possibility of creating a contact field and defining it as mandatory from a certain stage of the funnel or when a deal is considered won. When you make a contact field mandatory, it…
I am a debt & equity broker - using pipedrive to track our deals through our sales cylce. Our deals are what we a brokering - they get sent to multiple funding sources, we get feedback, select one and close the deal. Trying to figure out an efficient way to track all of the sources the deal is sent to and record that…
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