Hi I would like to make an report illustrating the total pipeline value status available each month, so in Jan. what pipeline is available to be close in the year, and then the same in Feb. etc. Anyone that can help ?
Whenever I use the PipeDrive Smart Docs feature, I export my document as a PDF. The algorithms used though create a massive 2500kb pdf file (probably because of a large image I use), then I have to go into adobe acrobat and save the new pdf again as a "Reduced Size" PDF to get the file size to a more reasonable 359kb file.…
We're currently evaluating pipedrive and mapping our workflows to the platform. Our current subscription pricing has either 12 or 36 month contracts. However, I see only a "Yearly" option here: The user needs more control here. Maybe tomorrow we'll also offer a 2-year plan. Can you make the input more flexible, e.g.,…
It would be great that when you change account owner that it automatically changes all the contacts on that account to the new owner instead of having to do this manually each at a time.
Idea: Create a Tag or use several labels per contact to create a history of events/email campaign/Linkedin message and facilitate my targeting and nursering This allows you to search in the contacts according to tags or labels with "and" "or" filters
I am looking for a pipedrive exert who can help me setup my pipedrive for real estate wholesaling. Welcome any recommendations. I looked on Fiverr but didn't find anything specific to pipedrive.
Hi team Pipedrive, After using the Project add-on here are our team's feedback and need for future development : Project is a great tool that allows us to better implement our solution and work among service. Here are a few development that we deem important for the future of Projects Project - Automation : Add the ability…
Hi everybody, I can't find any button to cancel an organisation…any hint where to find it? I need to be able to cancel them and it's such a basic function… Thanks alot Hanem
When I create an activity (e.g. a meeting) I am able to fill in details, add / link attendees a.s.o., then save the activity - everything fine. When I reopen the activity to add a new attendee the respective field is grayed out. What might the reason be? Cheers Oliver
Is there a way we can customize the info and view of data and fields in Leads, Deals and Pipelines? If not, can they provide an option to select to mirror or customize. Our issue is that in Leads, we do not need all the information contained in Deals unless it is converted. Thus we have pipelines that do not need any of…
It looks like you're new here. Sign in or register to get started.