Hello - how do I add a new project template to existing projects?
I am trying to filter my leads by state/province, taken from there address. I can do it easily in organizations as it is one of the fields to select from. That being said, in leads I can only do the address. I can do the country in leads which is taken from the address though so I am quite confused.
Dear Pipedrivers, my company is currently planing to pull our entire customer interactions into Pipedrive. It started with Sales, than Onboarding and now we are considering implementing the entire Customer Support into Pipedrive as well. There is one major issue, that I just couldn't work out so far, though: Efficiently…
is there any way to have them put in a feature where I can select multiple contacts and add an activity for all of them at once? I spend a lot of time just going back and forth between screens so I can add contacts to an activity list for a day. Seems like a quick and easy feature that could be added that would make this…
Hi Community. I want to create a report to show email addresses for sent emails opened and/or links clicked. I can create a report that shows and ID for opened emails and clicked links, but I cant see how to show an email address as an option. What we are trying to do is create a follow-up option based on a rule of opened…
Hi all, I've got a question on how best to track next steps in Pipedrive. TL:DR: if I've got a future meeting already on my google calendar with a contact linked to a deal, how can that be noted/linked? Detail: I've got a deal. The deal has one contact. The email for the contact is properly defined. I've got a meeting in…
Hi There. We have hundreds of subscription deals active at any one time. I need to be able to see Current Subscription End Dates so that we can plan in renewals activity eg. Sales Calls, Mid-Contract Meetings etc. Please could someone explain how I can do this?
Is there a feature or function that will automatically add certain organization information in Pipedrive? I had this feature in Hubspot and thought I had read it could be done here, but I haven't been able to source the location within the support or community. Thank you
Hello community! We have hundreds of active customers that we market to. Addresses are critically important to us as sales agents. We find ourselves fighting the automatic completion of addresses as we are typing them. Then we save them and the suggested version saves instead of the version that we need. Does anyone have…
I want to automatically create iCloud contact when I create PipeDrive contact. In other words, I want to keep my iCloud contacts in sync with my PipeDrive contacts. If possible, I'd like this to be two-way, so if I change something in one app, it automatically changes it in the other. What's the best way to do this?
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