I try to link Teams to PipeDrive but when i click on "Proceed to install" button from the market place, we have an error message "Application Not found"
Hi everyone, sorry if the question has been asked already, I am new here. How to receive an email notification or notification on the mobile app when receiving a new lead with the essential plan? Do we absolutely need an advanced plan and create an automation? --> New Lead --> Send an email? or --> New Lead -->…
Can ANYONE tell me how to get in contact with customer support, I am within the 14 day Free trial, but I did select the "Power" Plan at $74 monthly believing this would give me access to "phone support?" When I click on the "quick Help" icon at top right, I see No option to click on that says "call me?" As O have read I…
Hey there, I work for a consultancy/staffing agency, and I’m using Pipedrive to manage both sales and recruiting. Therefore, I work with two pipelines: 1) A pipeline to manage the sales process of our customers 2) A pipeline to manage the recruiting process of new consultants This is pretty okay, but there’s one challenge.…
One of our customers uses the payment schedule feature to estimate the revenue profile associated with a deal when they are in the process of closing out the deal. As forecast revenue typically varies by month they use this function rather than setting up a subscription (recurring monthly payments of the same amount) as…
Hi there, Just a few days ago we started testing the Projects Addon. So far we are very happy with what it offers - and at that pricepoint. BUT, I was quite a bit shocked, when I found out you can't use formula fields within Projects. Am I just blind, or are they really exclusive to Deals?
Hey, I use Trello and the 'Smart Fields' Power Up to track revenue across each project stage. Each card features fields for... Project value Outstanding payment And the top of each column shows the sum of both fields. So - I can see how much cash my business is due from each project stage. This is great for forecasting and…
I am new to managing others. My husband and I run a business together and just hired 3 sales people that I need to manage/ monitor to know what is going daily on without looking through EVERY deal in pipedrive (somethings have been missed and now I am overly paranoid, at least for now). We have a few hundred deals in…
Many of my sales are to individual homeowners who don't belong to an organization that's relevant to a particular sale. How do I set this up in Pipedrive?
Is it possible to warn users before making changes to certain deal fields? For example, when a user changes a particular field inside a deal, it will email 5 people regarding the change. Ideally, we would like to warn the user before the change is saved. Is it possible? Thank you.
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