I have the permissions setup, however I have no option to upload any external data, please help
Lets say I had a call with a lead, how do I log it?
I have a primary contact who has supplied additional contacts (potential leads). I would like to: 1) link the new contacts to the primary contact 2) be able to export this data into an Excel spreadsheet Is this possible? Thanks!!
I believe that have option to add lists for 'general' tasks that are not related to a deal or contact, etc would be a great thing to have. Currently, there is an option to create an activity that isn't 'tied' to anything but it's hard to keep track of these once you have several of those. Have the possibility to add those…
I have my personal preference time zone setting for PST. But my calendar displays UTC. How can I change this to display the recipient's time zone for all calendar invites
Hi I've set up a custom field, where the users can click "Yes" and "No". However it seems I cannot get rid of a "None" option, which for our data is not useful (as its either yes or no). Ain't it possible to remove that None option?
Hi there! My company is new on Pipedrive and we are struggling to achieve what we have in mind. I have been reading through the different discussions and it seems to me that this topic has not been tackled before; if it has, please send it! 😊 We want to use Pipedrive to keep track of the status of the projects we sell, as…
Hello Pipedrive, Situation: I want to clear up test data from Pipedrive Question: Is there a way that I can clear up a Lead (and associated Organisation, and Contact), all in one go? From Pipedrive interface? Currently: I am doing it all the slow and long way, separately. Many thanks, Lee
Hi, would like to manage leads at our accounts, we have 5 comercials (5 different acces) and i would li ke to share leads internally with each comercial and manage it making the follow up.
Hi! When a letter comes from a potential client, my automation (make) creates a lead. My mail is synchronized in Pipedrive and the setting "Automatically identify emails and associate them with leads, deals or projects" is enabled. The problem is that mail appears in Pipedrive before my lead is created, and the lead is not…
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