Hello. I've spent hours on this simple task, very frustrating! Please see image. I am building up a pick list of "lead sources". I simply want my standard users to be able to add new lead sources when entering a lead or deal, not just pick from the ones we have (without going into the admin settings, of course). This is…
When I write e-mails in my usual e-mail programs, drafts are saved while I write. If there is an interruption there is usually a draft to open and continue writing in. Pipedrive's app seems to work differently. For a whole hour I wrote an email to a contact. When I pressed "Send" the app froze and I had to restart the…
This discussion was created from comments split from: How to activate email connection? .
We are in the real estate business. We take a lot of pictures at our properties (deals). Managing all the pictures after the fact is confusing at best. When attaching a picture to a deal, we are able to select only one picture at a time. Is there a workaround to this? So we can select a bunch of files at one time? And/or…
Anyone know how to recover a deleted deal?
Hello, it's been some time since we used the Sales Documents feature due to emails going to spam. Could you please tell me it this has been fixed? Thank you
How do I cnacel my trial
I'm trying to export lost deals to summarize differently than in the dashboard. I've selected fields like "Lost Time" and they're visible in the dashboard. When I export to CSV those fields disappear and I get other fields I didn't ask for. Why?? So painful.
This page seems to be cut short:
Any advice how to link activities from a person within a company to the company itself? When I go to my leads inbox it looks like there is no activity connected to my leads, but when I click on the person I've been in contact with within that organization all the activity is logged. This makes it challenging to know which…
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