The button keeps getting in the way, and I don't understand how to remove it completely!
We are a manufacturer that sell through distributers and get leads through ConstructConnect or other lead sources. New to Pipe drive and setting it up.
How was this sales methodology integrated into Pipedrive? Do you create 6 custom fields and the team fills in each one?
Hi Folks, Has anyone integrated MEDDIC scoring into the 'Deals' view in Pipedrive? It looks like there are some limitations that prevent you from linking a value to a text option to produce a score. While you can create customer fields with dropdowns, there doesn't appear to be any way to tally the collective scores to…
The main activity of my company is outsourcing. When forming a price proposal, we apply many conditions that are not currently considered in the product catalog: Market / Country (Domestic, Global) Tariff rate (15-30%) Category (Contingency, Retained, RPO) Work mode (Full-time, Part-time) Work arrangement (On-site, Remote,…
Please lock the first column in the contact table for easier navigation.
Emails are not fully syncs under a deal for one contact, I'm not sure how sync work but it would be great to have all the emails from same contact appear in same deal to have better visibility of communication. This is not a cache Issue so please don't suggest that solution, it is a feature request and would be great if…
There are many ways to make this popup more aesthetic and user-friendly. Proposal: Make the window wider. Make text areas where a lot of text can be entered (TextArea) taller and automatically expand when long text is inputted. Don't show all fields at once. Add a 'Show more' link. Group fields by type (for example, social…
I have multiple deals for the same customers. I have noticed sometimes that Pipedrive will merge separate email conversations together that is for 2 completely different projects. It is odd because these are new messages with new subject lines. This same behavior is not happening in my email clients. Has anyone else had…
Hello… I need to create a report where it only shows the Lead Prospects or any other stage after that. I can only show one stage in "Leads", all the other stages have "Leads", "Leads Prospects", etc. For example, I need to show in the report only the second-to-last stage, but what it shows in the report is all the stages…
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