Can the Job Title be displayed along with the person's name in the Linked People section in the Organization's detail view sidebar? If we add a note in the name like in the screenshot, that note shows up in proposals, so we'd like to see the Job Title appear next to the name in the People section of the Organization.
As I have observed, there are charts that track the stage changes of certain deals over a specified period. These charts only record the number of deals entering each stage at a given moment, but I am unable to automatically see from which stage these deals originated. I consider this functionality crucial to analyse…
I've got a business development user who has been including Pipedrive on emails to clients regarding deals and such. Recently, he started getting bounce backs on some emails that had attachments. Exchange provided the following information in the bounce back email notification: The specific error is: 550 5.0.350 Remote…
Why can I not see any of the notes I have added all of a sudden! It was great for a while and now then do not show anywhere even new ones I have just added.
We use pipedrive to manage stages of the sales process, and we have multiple pipelines depending on region, and each pipeline has exactly the same stages (i.e. stage names). How do I combine the values of stages from the different pipelines? The best I have been able to do is create a table and split it by pipeline, but I…
I am trying to connect my Webflow website's contact form to the pipedrive, but I am unable to find Write-Only API for the form submission. Can someone help me with this?
Good Morning everyone, we would like to use the monetary field in products, however some of our products are more than 2 decimal places. For Example $0.015 or $0.008. Unfortunately the monetary field round the amount to 2 decimal places. Is there a setting that I can change for that, or can that field be modified to accept…
We would like to manage freelancers related to our company via Pipedrive. One desired feature is to manage their skills via a dedicated field. The ideal workflow for us is the following: Based on their recent project, we would like enter technologies, frameworks, and any other skill in a separat field. If we start enter a…
Hey Pipedrivers, I need to solve the following problem. For the purpose of my job, I ask my customers questions about their vehicle fleet. They typically respond by saying this: " we have 10 Vehicle A, bought in 2012, 3 Vehicle B, bought last year, ..." I need to store this information into Pipedrive in a way that allows…
Greetings, I'm reporting a Korean translation typo. This is the screenshot of adding a deal. In Korean version, the pop-up window contains a typo. The word '나타나느' must be '나타나는'. But then again, the whole sentence sounds very awkward to Korean speakers. '현재 뷰에서 표시되는 필드는 설정에서 변경할 수 있습니다' sounds better. Hope this helps.
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