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Pronouns and pronunciations
This might be something PipeDrive would like to consider? On people, I sometimes have problems on how to pronounce a person's name as well as gender of gender neutral or names from other cultures. Might be something that is a field you add (unless it is already there and I have not yet found it). One can assume that Deonna…
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Sequence Automation for Sales Flow
Hi All, I have just set up the Sales Pipeline for my sales team, and they are really getting the hang of it. Therefore, I've decided to introduce them to automations to create sequences. The way I've done it is by adding an "Enroll in Sequence" field, where they can create a new option in the data fields and then trigger…
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I have technical issues how to solve, there is no support available
Hello everyone, I have tried everything to contact support but I cannot get in touch with them, im stuck I have professional plan: issue 1: once I go to contact and choose a contact and then click on email I literally have no results in my screen, the button is empty! Issue 2: I have send 5 smartdocs with signature only…
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Alternatives to Deals Won or Lost
I'd like some additional options in the Deal area or at least the possibility of a Deal being classified as "Closed" (in this case not the definition usually applied to a deal closed and won). I know I can delete a deal, however I also want to indicate where deals have cease or "died on the vine" as they say ie a deal can…
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Ocultar a barra lateral de insights
Gostaria de saber se é possível ocultar essa a barra lateral da pagina de Insights. Não se faz necessário ficar essa barra lateral aberta o tempo tempo, nas outras paginas essa opção já existe, como por exemplo, na pagina de organização.
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Split the phone number fields
Hi there, Although Pipedrive is very easy to use, there is one thing I don't like: different phone numbers (work, mobile, home, etc.) are stored in 1 field, having following disadvantages: list view and export : alle phone numbers are stored in 1 field / column sync with other tools : info is los I have created a separate…
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Pipedrive best practices for Nonprofits?
Hello Pipedrivers, I am a freshly-hired Campaign Manager for a Nonprofit in Clackamas County, Oregon. I am familiarizing myself with Pipedrive in my onboarding process and trying to utilize it to its fullest capacities as our organization will likely be in an active capital campaign sometime in the next six months. We have…
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How can my business assistant could use my Link's for appointment without going on my account
Right now, when she uses her account and sets up an appointment, the links are hers (Zoom/Team/Google). If we connect my meeting accounts, I can't connect them to mine, and it won't be practical for her to set up her meeting. This wastes our time, and CRM should be able to save us time! 😃 @Andreia Costa Thanks for helping…
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Does Not Contain filters have been removed?
We've logged into Pipedrive this morning, and realised that a number of our filters are no longer working. When I check the conditions, it says that "Does Not Contain" filter is no longer available. Why on earth would you remove this? And why didn't we get any notice of this change??? We rely extensively on our filters,…
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Merge duplicate contacts, but keep them in Outlook with all users
Hi, there, In our organisation we are facing a challenge: three users, all 2-way syncing their contacts with MS Outlook. Once you merge f.i. 3 contacts record synced from 3 different users, there will be just 1 contact remaining in Pipedrive connected to user #1. But.... the records are removed in Outlook contacts from…