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.
After searching for a business by name in Prospector, and successfully finding it, is it possible to just click somewhere to use that found information to create a new organization or deal within Pipeline? I'm doing a lot of prospecting right now and it is cumbersome (And slow!) to have to create the new organization…
Does anyone have a creative idea of how I could copy the structure (pipelines, custom fields, workflow automations) from one account to another? I don't need to copy data, simply just the structure of the account. Thanks!
Hello, I have searched a lot but did not find any feature that seems to match my need. I would like to : be able to assign a goal of total sales for each of my organizations on a yearly basis (ie the total amount of deals to be won for an organization for this year) be able to compare this goal to the actual amount of…
When creating a scorecard in insights, is there a way to remove the percentage that pop's up at the top that displays the change compared to previous period? I would like the option to remove this and just display the main number being calculated.
Hi - new user and I have the Gmail/Cal Chrome extension going. I want to be sure any activity I have with a person in an organization is tracked on the timeline of the org. When the contact and org are already created and I create it - they link. But, when a known person schedules with me, or when I schedule with an…
I Can't seem to import a Word document as template when it has a background image. Our company branding and logo is visbile at the top and bottom of the quotes. Is this possible in Pipedrive? if yes, how?
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