Hello: When will it be possible to locate Projects using the search function? I thought we were able to in the past, am I misremembering? Either way, projects should be searchable.
Is it possible to use filter on leads by labels? I can't find filter condition on labels :-(
Hi there, I started automating a few things regarding the Projects AddOn. In this case it's a simple automation that creates (or should create) an activity for a user (in my testcase - myself). I have full admin rights, so I was a bit surprised when I saw that the automation (at least the trigger) works but then stops…
Hi There, We engage with multiple potential partners for funding simultaneously and set up separate deals in Pipedrive for each opportunity/partner we are talking to. For example, I have 1 funding opportunity that I am trying to sell to 3 different partners, but when 1 accepts, the others are cancelled. The value of the…
I'm a new user of Pipedrive. I realize it's not a task manager, however it offers Project/Task features. My trial expired before I could dive into Projects and CS won't re-enable it for my account. Therefore, I have questions. After looking at the FAQ and YouTube videos, it seems that: Tasks do not have priorities Tasks do…
Hi Pipedrivers, I received this pro-tip on the side. Now am I completely missing something here?! Where are the property cards at? I only have organisations, people, deals and products? N
I am the admin for our account and when I add a new organization into our Pipedrive to add to our deals pipeline I have to enter repetitive information i.e. organization label, contact label, deal label, and then it automatically adds me as the owner of the deal, contact, and organization so I have to go back and change…
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…
Good day, Dear Team, In Google Workspace is possible to automatically put a label when receiving one email from a company word or email, Is more easy to check in the email box. Is it possible to make the same ?
I uploaded some files onto one deal, and they appear instantly. But when I change tab and come again into the Files Tab, the files are no more there. But when I search PipeDrive, i can see the file but still not under the Files tab.
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