Hi. We need product filters in analytics, how to understand which product is better, which sells more, etc. Products without these features are useless
Is there a way to display an address in the calendar view for a Lead contact? For both the mobile app and desktop? Our sales people are used to being able to see an address at a glance with our current method of scheduling (apple calendar) - I see that I can navigate to the address via clicking on the contact within the…
!Hello everyone! I was wondering if any of you have come across an app that can help manage and share multiple calendars per user effectively? Many of us in our organization are consultants and have to juggle multiple calendars, which makes scheduling meetings with clients and internally quite challenging. I have already…
The issue: Sometimes we have sensitive data in our descriptions in calendars. After we sync it with pipedrive, everyone can see it. The solution: The idea is to have an option to hide it. We could have then only our Title of the activity copied into Pipedrive so that also other users could access it.
I have an issue with google drive sync with pipedrive and need some help. The bot doesn't have anything on my issue and I can't get any support. Is there a way to chat to someone online please? I have also attached a file that describes my issue with google sync. If anyone can help solve it I would be most grateful. Thanks…
One of our main marketing activities is conference talks. How would I track invitations to such talks and respective attendance in Pipedrive? I would like to see a list of all people invited to a particular talk (title and time), as well as all people who attended a particular talk. And if we give the same talk (title)…
I was disappointed to find out you can only sync contacts to Outlook of which you are the owner. There is apparently no way for my team members to sync contacts i imported/created in Pipedrive to their Outlook contacts. Would think the goal of having a CRM system is to be able to share professional contacts among your…
Hi Guys, I haven't seen this covered anywhere but most definitely need it to be. What is the best way inside Pipedrive to create an activity using a received email? The feature would act like Office365 does when creating a task from a flagged email. I find this such a simple feature that I must be missing something in not…
We want to be using the Task feature for assigning tasks to our dev and design team, but being as there is no place (that we have been able to find) where you can see a list of all of your tasks (similar to how you have the "Activities" list) this makes that feature unusable for us and we are having to assign EVERYTHING as…
Adding people from a meeting to an organization after a sales meeting seems like a fundamental and super common thing. It also seems like it would be relatively easy to automate this from the calendar view (add all participants as contacts and attach to an organization). Currently it seems like the only ways to do this are…
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