Greetings, I have a problem with drag-and-drop file upload, and I'm wondering anybody have the same problem. When I tried drag-and drop file upload, sometimes it doesn't work as expected—the browser opens the PDF file in a new tab instead of uploading this file to a Pipedrive deal. Steps to reproduce: Under Windows 10, a…
Taken a long time for the screen to show up then the search bar shows Oops! something went wrong and can not use PD at all... please fix.
Hi Bunch of weirdness with Pipedrive hanging right now, saying it can't load stuff, emails not sending, taking ages to save emails and when I click the live chat button it just closes down the pane the live chat link is listed in. Closed browser, logged back out and in. Please can you advise. Thanks.
I'm managing a team of financial consultants and want to make the switch to pipedrive, since our process tracking so far is pretty much non existent on a standardized level. Currently I'm struggling with creating the right stages for our sales process. Up until the meeting to present the concept to our clients, everything…
Gostaria de solicitar a abertura de um chamado para discutir uma possível melhoria no sistema, especificamente relacionada à inclusão da soma do peso dos produtos nos documentos gerados pelo Smartdocs. Atualmente, utilizamos o Pipedrive como nossa principal plataforma de gerenciamento de vendas, e o recurso Smartdocs tem…
The User filters on a dashboard seem to not respect the actual filters applied on a report. If a deal report is 'Owners' then the filtered user should apply to Owners. If an activity report is 'Assigned to User' then the filterd user should apply to Assigned to User And if an activity report is filtered on "Creator" then…
I would like to enable First name & Last name default fields on my account. I've gone through some posts syaing that i need to request the support team and they could turn this feature on for me. However, I am anable to reach them. Chat somehow only leads me to a bot. Has this feature been enabled with some setting at the…
I have created a sample project (refer to jpg) and want to insert a subtask. I do not see an option insert and/or drag and drop to re-arrange subtasks. Any suggestions? Thank you. Keith
I'm finding that emails that are being sent through Pipedrive are going into clients spam/junk. I've tested sending the same exact email from outlook just to make sure it wasn't a Microsoft issue but the email sent goes direct to the inbox. Is it possible to add Pipedrive to an SPF record so that inboxes know that it's…
Dear Community, I hope somebody can get me in the right direction to setup a client insight dashboard. We now monitoring these conversion rate via an Excel Sheet, but we hope if we can get this managed via the PD insights tab. When a call has been made by one of our welcomecall agents and our deal in qualified to get a…
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