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…
Is there a way i can change the free/busy default to be set to "busy" instead" instead of "free" when i add or schedule a new activity please
We have written several Books. Webforms within pipedrive make it easy for us make the books available. And I love that notes are generated to document who downloaded what. Is there a way to create a summary report that shows which ebooks are the most popular? Or a detailed report of who downloaded each ebook?
How do I change the setting in Pipedrive so my completed calls are not recorded and filling up my calendar? I watched so many video's but can't remember where to find that setting. Appreciate the community support
Is there a good tool that can load the Pipedrive data into our data warehouse? We are currently using Stitchdata and the integration for Pipedrive from Singer, but it doesn't work well with the deals products yet. However, once products are removed from a deal, they are not removed from the data warehouse or marked as…
Is there a way to display the deal owner when viewing deals on the Dashboard. Currently, all I can see is the deal name, client organization and client POC. I'd like to see the deal owner in the summary as well. Thanks in advance.
Hello everyone, We plan to expand our sales with external partners, helping us to distribute our products. The last weeks I work to write best practices around partner management in Pipedrive. I also worked out that the partners need a lot of additional stuff, so I came around to launching our own partner portal (connected…
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