By mistake I have disabled it from the pop-up screen on won deal, now new activity pop-up is not appearing. It used to appear automatically when I would mark a deal as Won. My setting is on from the company setting and activity section.
Hi We are a consultancy that sells hours. When we add a deal to PD we set the expected close date. However, we would like to indicate on the deal when we are expecting to "put in the hours" to do the work. We would like to use this to forecast expected revenue from hourly work in each month As an example: A deal/proposal…
Hi Everyone, I want to add one numeric field but I want to limit users to enter the numeric value from 0 to 10. I mean value should not be higher that 10 and lower than 0. Is that possible to improve pipedrive system and add one more qualit rule which limit the numeric custom field's as per user definition. Or Is there any…
I want to create a prospecting list based on Organizations but I do not currently and may not ahve any contacts for these organizations. Many could be single-member LLCs or entrepreneurs, etc.
How can I avoid users to type Turkish special (OR any other languages' special characters) in the email field of Person. As you can see attached image I can type and save the email with special characters.
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…
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