Hi I've set up a custom field, where the users can click "Yes" and "No". However it seems I cannot get rid of a "None" option, which for our data is not useful (as its either yes or no). Ain't it possible to remove that None option?
Hi there! My company is new on Pipedrive and we are struggling to achieve what we have in mind. I have been reading through the different discussions and it seems to me that this topic has not been tackled before; if it has, please send it! 😊 We want to use Pipedrive to keep track of the status of the projects we sell, as…
Hello Pipedrive, Situation: I want to clear up test data from Pipedrive Question: Is there a way that I can clear up a Lead (and associated Organisation, and Contact), all in one go? From Pipedrive interface? Currently: I am doing it all the slow and long way, separately. Many thanks, Lee
Hi, would like to manage leads at our accounts, we have 5 comercials (5 different acces) and i would li ke to share leads internally with each comercial and manage it making the follow up.
Hi! When a letter comes from a potential client, my automation (make) creates a lead. My mail is synchronized in Pipedrive and the setting "Automatically identify emails and associate them with leads, deals or projects" is enabled. The problem is that mail appears in Pipedrive before my lead is created, and the lead is not…
How can I bulk delete selected organizations?
Hello, I would like to send an email after 1 week of inactivity. However, how can I update an email model in Pipedrive please? Thx, David
Recently the procedure has changed for adding a new contact in an org. After submitting your contact, there s a new popup for adding another contact. I think its an unnecessary feature. Can we get rid of it please? Or what do other salespeople who work with PD think? Cheers 😊
Hello! RE. "Smart Doc creation - adding multiple participant's data - Request to add this please!" Situation: As an admin creating template finance proposal document for my salespeople When creating a new template Smart Doc I would like to be able to pull the following fields onto the Smart Doc Template: Contact 1: Person…
Hello Pipedrive Community, I'm seeking guidance on managing event visibility within my Pipedrive calendar. I aim to ensure that while I can fully access and view all my calendar events, these events remain invisible or inaccessible to other users within my organization's Pipedrive account. It's probably very simple, yet…
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