In PD do users get notified when an activity is assigned to them?
I'm attempting to export our organisation data, around 15,000 accounts. Update and clean by matching to an external database and re-import. I'm hoping that the import will essentially update the organisations, having filled in some of the missing data. Using the org ID is important so that any new data is matched. How will…
I love using emojis to add impact to my sales processes. Eg. My website leads arrive with '💸 New Website lead!' - so the cash emoji gives me a certain emotional response and desire to respond. I tried adding emojis to my deal stages a while back, but it broke Pipedrive and an engineer had to remove them manually. Any plans…
to get a list of any one who works at a university that has either bought from us before or sent in an inquiry. I’m trying to include their title, email, university name and phone number, how do i do this
Must an oppty be a Lead first to enter in a stage or sales cycle? How can I enter a new DEAL in one of the Stages?
Why am I not receiving some emails and others come in without a problem? And, there is no spam folder within PipeDrive so some good emails are not coming in at all.
Hello, since morning my emails in the Pipedrive is not syncing. And I also can't send any email. I get the below message when I am trying to send an email via Pipedrive directly. I have checked in the email integration setting in the Pipedrive and all seems working. "We’re sorry, but the message can’t be sent right now.…
I have set visibility for Leads / Deals as well as Organisations and Contacts to whole organisations. However, (planned) activities are not visible to everybody. Can you please fix this?
Our team is fairly new to PipeDrive and working on developing metrics and reporting for senior leadership. We are looking to build reports or a dashboard to show us the following for each of our Leads and Deals Aging Analysis Number of Phone Calls Made Number of Emails Sent Number of Activities to date Activities Planned…
Hi. We need product filters in analytics, how to understand which product is better, which sells more, etc. Products without these features are useless
It looks like you're new here. Sign in or register to get started.