He agregado nuevos usuarios a mi crm, pero al momento que quiero quitarles unos permisos en el conjunto de permisos globales no permite realizar llamada a un trato. Adjunto capturas.
Has anyone found a solution for creating email drafts via automations, API or some other way? Automations does not seem to be able to create drafts, but rather just send emails directly. The API does not allow you to either create drafts or send email. The draft folder does not seem to sync via IMAP. Any other ideas? Or…
Hi, does anyone if there is a way to change the date format to exclude the Hours and Minutes, to only show the date. Thanks
Hi All, We have some contacts scheduled for deletion in the coming weeks. It has been flagged that some of these need to be reinstated. Is there a filter or action we can use to see the full list of contacts slated for deletion to review?
I would like to have a contact created when I send or receive an email. When that person responds, I want a deal to be created. Is that possible? Thanks!
I'm trying to import a database of contacts. I have one phone number for each contact. It's a mobile number. I'd like to flag that in the contact record so it looks like this:
I was wondering if anyone could help. We use Microsoft teams as our VOIP and can make calls direct from Pipedrive as all set up as the default phone call handler for VOIP. However, when you make a call on the desktop it doesn't give any options to log the call. I've seen this is possible on the mobile app but can't see it…
We want to be able to change the background color of tiles and not just add colored "tags". Is this possible?
I want to use merge tags to personalize surveys in Typeform. I am not using the Campaign module in Pipedrive. Can I access / use merge tags in this scenario?
My assistant would like to manage my emails directly in the Inbox from her account. Imagine going through emails and being able to answer directly or at least manage them with labels or read them in the first version of this feature. This wastes our time, and CRM should be able to save us time! :) @Andreia Costa 😀
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