Hello, I have Users who did not update their profile properly, and I want to update (ex: add firstname or last name, ...). See attached, an example => firstname missing. How to add this info ?
Besides the sharing tool on Insights, does anyone know a way to PUSH a report to a user? I'd like a sales person's weekly dashboard pushed to them every Friday, for example. There don't appear to be any automations associated with Insights. I could send a recurring email every week with the link but I'd prefer the actual…
Hello, I use pipelines for: _ Pre-qualification _ Deals _ Projects (instead of the Project modules that is not helpful in my case) _ Internal Projects (instead of the Project modules that is not helpful in my case) Obviously, the loss reasons should be specific to pipelines (for the last two, it is actually a closed…
I represent taxpayers before the IRS. I have a client who is having difficulties with his personal taxes and two separate businesses. I have three separate POAs and three separate contracts, and from the IRS’s perspective, these are three separate entities. They all have the same person who is responsible for the problem.…
1/ Non-receipt of Contract Email: Two cases have reported not receiving the contract email. Deal 1: https://coderschool.pipedrive.com/deal/55135 Deal 2: https://coderschool.pipedrive.com/deal/56729 2/ Issue with Confirmation Code: She received an email requesting a code to confirm the signature. However, she did not…
Our business follows how 3/4 key metrics are updated over time. For example, we have initial conversation with a new client and it becomes a lead. A 2nd conversation leads to finding out more info, for example how much volume they need. Then a 3rd conversation will ascertain the commission we can gain from any given deal.…
Is there a reason that labelling emails in bulk is not on Pipedrives priority list? Isn't it a bit weird that there is a beta group created to make it possible to change the appearance of Pipedrive from Light to Dark and not make it a priority to make bulk label of emails and perhaps also lead and deals, a possibility.…
Hello, is it possible to bulk assign activities to a project? Because I see only the Deal field in the bulk-edit sidebar, and a project dropdown is missing. I can edit each activity one by one and there is a field Deal/Project where I can add select the project or deal but I'm missing a bulk edit feature.
For some reason, we're no longer able to use the Smart BCC feature on our deals pages. Emails that use the Smart BCC are not showing up in Pipedrive. Whenever I go to click and manually copy the address from the deal, I get a red prohibited sign where my mouse was. Does anyone know how to fix this?
Hi, Looking into inconsistent data in a deal report, I realised some deleted deals are counted. The report is a histogram plot. Clicking on a bar opens the detailed deal list. One deal appears as Status = Won, but clicking on the deal page shows it has actually been deleted. There is therefore an inconsistency between the…
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