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!
I'm trying to import a database of contacts. I have one phone number for each contact. It's a mobile number. I'd like to flag that in the contact record so it looks like this:
I was wondering if anyone could help. We use Microsoft teams as our VOIP and can make calls direct from Pipedrive as all set up as the default phone call handler for VOIP. However, when you make a call on the desktop it doesn't give any options to log the call. I've seen this is possible on the mobile app but can't see it…
We want to be able to change the background color of tiles and not just add colored "tags". Is this possible?
I want to use merge tags to personalize surveys in Typeform. I am not using the Campaign module in Pipedrive. Can I access / use merge tags in this scenario?
My assistant would like to manage my emails directly in the Inbox from her account. Imagine going through emails and being able to answer directly or at least manage them with labels or read them in the first version of this feature. This wastes our time, and CRM should be able to save us time! :) @Andreia Costa 😀
In our company we have budgeted the whole year for any department and we need to achieve certain income(goals) each month to have the best cashflow and to pay our bills. Therfore I would need to see if we are on track with our sales reps by creating a accucmulated goals forecast report like the one I attached. How do you…
I raised an issue with Support on the 29th Feb and only received a clear insightful response on 5th March. Pipedrive Support advised there was a bug in their system causing my issue. However as of 16.21 today 6th March the problem remains unresolved.
We recently moved over to Pipedrive and originally went for the 'Essentials' package, we have decided to upgrade due to the email sync however when I click through it says it's going to charge us the full amount again. Surely this isn't correct and it should be just charging us the difference? Can't speak to any real…
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