Hi, Is there a way to have two separate fields "First Name" and "Last Name" when adding a contact? As far as I can see, a single field "Name" pops up and later on Pipedrive splits it into first and last name. I would like to enter single and last name separately. This would help in some cases, especially when I only get a…
Dear all, I have created the following datafield as custom fields I now would like to show all of them in a deal. That's why I marked "Lead/deal add view" with the relevant fields: However, when I click on a deal I still see this (so only a fraction of the data fields). Any thoughts on what I should change to get to see…
We are creating permission groups in SharePoint for all the users that need access to the Pipedrive folder for Smart Docs. We want to keep the Pipedrive folder in our companies Internal SharePoint site, but we cannot determine what permissions the users need to see the files on the Pipedrive side. We created a read only…
Hello, does Pipedrive delete files that have been uploaded to a deal after a certain timeframe? I have a few deals that have come back to life, but when I went to open the files, they were no longer there. If they delete the files, are files uploaded to any deal eventually deleted, regardless of whether they are won or…
Dear Pipedrive Community, When I import new points of contact and leads into Pipedrive, it is creating new organizations. I then have, for example, four new "proctor & gamble" companies, when I only want to create new deals and points of contact with their email, number etc. under the existing organization? How can we…
Hi Pipedrive community, Curious if anyone has insight on this…my team sends proposals that will sometimes have line items for several services we offer. As of now, we have to combine everything into one deal - which means when we go back to report on how much we made, we see the total amount for the entire deal and can't…
Hello, we would like to be able to add other labels to phone numbers than "Office / Private / Mobile". We use one contact in pipedrive for a married couple and in our earlier CRM we had "Her" and "Him" as classification to show whether it is the husband or wife's phone number. Could this feature be put on the roadmap? I am…
Hi there, I got a deal from my team that was signed and supposed to be booked in March. How can I adjust the booking of that deal so it lands in March? Thanks.
We are an events agency using Pipedrive to manage our pipeline of client events. Our events (deals) will often be won a few months before we realise the revenue from the events (once the event is delivered). However when I move a deal to 'won' it automatically realises the value of that deal on the day I move it. This…
I've been experiencing an intermittent issue over the last several months where a blank email is received and shown in 'sent', appearing to have delete the contents of the email. Attachments always remain, however the actual text of the email goes missing. I am no deleting the text by mistake and this does not happen on a…
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