Hi there, I've split my sales and renewals pipes to ensure I have the right stages per deal. I now cant report on sales and renewals combined, I can only report on them separately. Is there a trick to this or must I continue to display each pipe's $$ on separate graphs?
I am using the Billing Frequency under products but how can I report on the new monthly Reoccurring field?
It would be great to be able to set up email templates with just the User First Name as a field. The full name option can look too formal at times.
Hello everyone How to get a report on which person sent a lost deal? If two people can see a deal and both can send it to lost, is there a way to get that data? 😓
Hi I would like to see how many overdue activities each sales rep has. I look through reports creation but didn't find anything matching this need. Coudl you please advice? Thank you!
I want this to go away? I will never use it and it's constantly in my face all day. Huge bar like a advertisement. Is there a way?
Não sei se seria somente eu que penso assim, Mas o Relatório de PROGRESSO DE NEGÓCIO deveria conter também um campo de conversão, na minha opnião é o unico ponto ruim do pipedrive, onde tenho que apelar para o power bi. Olha como seria bacana - de 2310 Leads, 901 foram qualificados, desses 901 somente 116 foram para…
Everyone wants a QR code or NFC business card. The problem is, you tap with someone and goodbye. You don't capture their data. If you could make a landing page with my photo and info and they must enter their info to download the VCF Contact Card that would be great. Then you can make it an activity, and I can go back the…
I am trying to make a report on the average for a numerical custom field so I can look at the average of that field over a specific time period. This should be an easy feature to add and im shocked Pipedrive can't do this, and surprised this hasn't been requested by other users.
Hi I wanted to have a filter in which I could have all the participants included in a won deal. Does not seems possible
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