We are trying to clean up our contacts and noticing that we know some people have moved and their email is no longer valid, but we want to retain the history of that email dialogue with them in Pipedrive. Is there a good way to remove email of someone who has moved but retain that dialogue? Maybe a way to mark an email…
Is there a way to insert a form into an email. Basic questions abou received goods, if quality was ok and if documentation arrived complete
As a construction sub contractor we need to deal with several iterations of project plans before the the project gets awarded. We need to submit a bid for each iteration either for the same value or an updated value. I was wondering if there is a way to handle this situation effectively Pipedrive
Hi Everyone, I received an email from Pipedrive yesterday informing me that the "Duration" field from the Products table will be removed June 9th, and to be completely blunt, this will render Pipedrive useless to us. We're a staffing company where our product is different categories of Staff at different tiers, which our…
At the moment everything has to be split into Lead data or Deal data, but one of our most import reports is analysing Deal data from a specific 'Lead Provider' which is only in Lead data and not Deal data. Currently I just have to export sperate excel files and merge them in Power BI but wanting to be able to do this in…
(This is a critical privacy loophole) My emails to HR, Supervisor or CEO can be synced in Pipedrive. This is a very severe privacy risk and breach for Intracompany communication. A common test of the sales pipeline is testing with an employee's work email address. If a work email is entered into Pipedrive then the full…
Is there a way to suppress the disclaimer on lead forms? When collecting name and email without a text box it seems silly to remind users to "never share sensitive information (credit card numbers, SSN, passwords) through this form.
I understand that Pipedrive currently does not allow for an email template to be built with a cc email. For instance our order confirmation email template not only needs to go to the customer but also to our orders team --- currently our sales team has to remember to type our orders team email in as they send the email.…
If a deal does not achieve the potential target, what can I do to ensure that insights picks this up and does not count the "potential" value, but does count the actual value. I would prefer to not alter the Deal potential value to the actual value as this would conceal the loss in projected income. We do not use PD for…
I have recently tried out the new AI chat summary function, this is really impressive and I can see some really strong use cases for this outside of the email summary itself. Specifically, the "Readiness to Buy" score. This score seems to be really accurate and I could see this being a useful tool for businesses with a…
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