Hello! We have noticed that there is currently no function to make an organisation or people contact historic. You either delete them from Pipedrive or have to leave them as a contact. If we delete them from Pipedrive, we lose their associated data, emails, history etc. The same as if a business is no longer trading…
Hello, I would like to send automatically an email when I move a deal manually from "To Contact" → "Call later" Thanks
I've tried several variations on the filters with no success. I don't see a "blank" or "Null" or similar operator. What I need to do is bulk-delete all of the contacts that have blank email AND blank phone (name-only contacts are not useful to me).
This discussion was created from comments split from: Pipedrive live chat support "Chat with us" .
yup. when making a change on "next steps" our changes are not saving. all of us are global ADMIN
Responsáveis do Pipedrive , tem 2 coisas que somos carentes quanto ao programa pipedrive. 1- Aparecimento dos produtos no APP , esse campo nao existe. 2- Ter um campo de custo do produto, pois quando geramos um negocio, colocamos o valor do negocio, mas nao tem um campo de desconto do custo do produto...somente o campo de…
Regularly I have to link received mail messages (through the BCC option) to deals, however 99% of the time Pipedrive suggests I link them with "Won" deals and not open deals. It also seems to pick old deals first. It seems more logical that it would suggest open deals or at least the most recent ones, not won (and closed)…
Hi I have 4 Pipelines. In Activities I want to be able to filter the tasks/activities by each of the 4 pipeline easily & quickly. It does not appear obvious or possible on how to do this. I would have thought this would have been automatic. How do I implement this via a quick setting / button? thank you
It is quite common to get an e-mail linked on the wrong deal. The only way possible to turn the e-mail to the correct deal is going to your income box, searching for the e-mail, and than, on the right side of the screen, link the e-mail to the correct deal. This takes TOO MUCH TIME. It would be awesome if you could on the…
It's great that PD has some level of two factor security but receiving an email everyday to login is feeling painful. Is that just me or does everyone have to do that? Does it not store a cookie for 30 days or similar? I've been using a password manager for a decade which can very ably do OTP right in my workflow. That…
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