I have a lot of activities (20,000) that I want to upload to Pipedrive. I want them attached to companies and deals, but I do NOT want them to appear in my calander as this will synchronize with my google and business calendar.. which are linked to other people etc etc, How can I create activities that do not synchronize?
We're cleaning up our Sales Funnel, and I'd like to break one Pipeline into two. I need to move the deals from one to the other. Is this possible in Pipedrive or Zapier? I can see how to move deals from one stage to another within one Pipeline.
Hello everyone, I have been using the new Projects feature for some time. In this context, of course, I would like to make project-related evaluations in the dashboard. So I have created three additional user-defined fields for the projects: Total value, Order value and Residual value. I would like to display these values…
Hello All, Is there any way of making a rolling report? Each financial year we have to set up a new reports on insights that is exactly the same as the previous year but with the new dates. There is currently options to choose dates like : Is there any way of adding an option for financial year as a drop down? Any help or…
We are getting a lot of spam web form submissions with the Pipedrive web forms we have on our website. This ruins our conversion tracking and wastes our team's time sorting through and deleting them. Anyone know how we can fix this?
Hi everybody! I’d like to input the following for each deal: - Royalty prices depending on volume steps - Yearly projected production numbers —> Then it should automatically calculate the revenue projection for the coming years. Example royalty scheme (volume steps): 1-100k production volume: 5€ 100k-200k production…
hello. I need to update my email signature but when I go to preferences I no longer see the email sync. How do I get to my sig to edit it? thx
Hi Pipedrive World, I'm trying to work out whether there is a way to upload all of our sales collateral into Pipedrive, where all team members can access, instead of having to jump into Gdrive or upload from device every time. I can see a PDF can be uploaded to a specific deal.🤔
I used to be very impressed with the support chat (someone would answer my questions in a reasonable amount of time). I have a fairly urgent need (the email tool is down and it's something with Pipedrive, not my email). I went to chat with support and only am given a bot option, with no ability to type anything - only…
Any idea how to make a report that shows how many organisations have been "transformed" for a confirmed customer, let's say this month? Organisations and persons are already created when we find the specific potential customer and do not know yet if it will be a customer or not.
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