I raised an issue with Support on the 29th Feb and only received a clear insightful response on 5th March. Pipedrive Support advised there was a bug in their system causing my issue. However as of 16.21 today 6th March the problem remains unresolved.
We recently moved over to Pipedrive and originally went for the 'Essentials' package, we have decided to upgrade due to the email sync however when I click through it says it's going to charge us the full amount again. Surely this isn't correct and it should be just charging us the difference? Can't speak to any real…
Sometimes fields can be a part of multiple categories. I can, as far as I know only select one category to put them in. Is there a way to put fields in multiple categories?
We just migrated from Salesforce to Pipedrive using the Import2 plugin. We now have 2 stage columns imported from Salesforce: Closed Lost Closed Won In the PD pipeline, they are empty as the Deals in them are Lost/Won, so they disappear from the pipeline. We would like to get rid of those 2 kanban columns that are useless…
If you type in a phone number title email address we used to hit save 3 times and 3 fields would be saved now we have to hit save, then enter another field, then hit save, etc. if you hit save with data in other fields it is wiped away an annoying change in the recent code. it takes a lot longer to work now.
Does anyone else find they are unable to scroll down and reach the Manage Templates button when they reach a certain number of templates? For example, you can see in the image below that I am unable to scroll down further using the right-hand scrollbar. I am thus unable to manage my templates unless I make the browser…
I've "grown up" in running my business with Pipedrive over the last 5 years, and the thought of using a different CRM is like changing where I get my coffee every day. But there are so many frustrations which seem to make no sense? What am I doing wrong here... Why is it that I can't make a Custom Field as 'Required'…
We want to provide access to product collateral (flyers, sales sheets, etc.) only if the person provides their contact information to us. Our product is a very technical, "high touch" device in a competitive market, so we want to be able to connect with interested customers and guide them through the information instead of…
Ok, so I am new to Pipedrive and currently on a trial to see how it works into our workflow. I have used hubspot in the past and although pipedrive looks better, I'm not sure about the simplicity of pipedrive yet. Aside from my surprise at how impossible it is to contact anyone at Pipedrive (that bot chat is doing my head…
I want to assign tasks/activities for my sales team. I have lets say 100 leads, all of which that need to be called this week. How can I assign a "Call this lead," type of task or activity to these 100 leads without going one at a time.
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