Good afternoon, everyone We are a company team and we plan to buy a Pipedrive subscription. We need to get an offer somehow
I have a saas business. We chase leads and convert them to a sales pipeline as a deal. After we win the deal, we convert them to Won. Let's suppose this contract runs for 12 months. We then reach out to the client in an effort to renew their contract. We treat this prospecting activity as a new deal. So at this point we…
Is it possible to select a series of contacts manually and add them into a filtered list?
Bonjour, J’aimerais savoir si je peux ajouter 2 accès pour 2 employés qui auraient seulement à visualiser la portion ''Affaire'' ou simplement un accès de visualisation du Pipedrive sans aucun droit de modifier, ajouter quoique ce soit. Il est certain que je ne peux pas payer 2 licences supplémentaires pour avoir ce type…
Well, that was a nasty morning for me. I think I have received a nastygram from each and every Sales Rep this morning about the rearranged details screen for deals. Looking at it, I think they have a point. Pipedrive is already pretty "left-leaning" with its information and now more information is on the left, less at the…
He agregado nuevos usuarios a mi crm, pero al momento que quiero quitarles unos permisos en el conjunto de permisos globales no permite realizar llamada a un trato. Adjunto capturas.
Has anyone found a solution for creating email drafts via automations, API or some other way? Automations does not seem to be able to create drafts, but rather just send emails directly. The API does not allow you to either create drafts or send email. The draft folder does not seem to sync via IMAP. Any other ideas? Or…
Hi, does anyone if there is a way to change the date format to exclude the Hours and Minutes, to only show the date. Thanks
Hi All, We have some contacts scheduled for deletion in the coming weeks. It has been flagged that some of these need to be reinstated. Is there a filter or action we can use to see the full list of contacts slated for deletion to review?
I would like to have a contact created when I send or receive an email. When that person responds, I want a deal to be created. Is that possible? Thanks!
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