I tried router jet but it can work at a deal level not lead inbox level. Is there any other method to do that? or setup activity of assigning lead using workflow alternatively between 2 sales teams?
I'm having difficulty uploading and mapping lead data because I don't have "organizations" as clients, only individuals. Does anyone know how I can import and maintain all information without the use of organizations? Thx!
1 gig internet connection no browser plugs ins brand new machine app is just taking 3-5 seconds to click on any field and change data works blistering fast on weekends
Can a lead have different fields shown depending on the type of label I give it? This can be very handy if you use different types of leads! According to the Help Center this is not possible right now. Anyone who knows a way to work around this?
Hello, reading the features of PipeDrive, I see that street addresses are somehow geocoded with Google Maps. This is great. Are the Lat/Long exportable? What I ultimately need to do is filter and prioritize Leads based on the distance between them. I figured I would do this "offline" using another spatial mapping service…
We are a SaaS company that offers both annual and monthly subscriptions as well as add-on's to our software. Does anyone have an info on best practices for product catalog in PD? Curious if we should be using variations or have each item be its own SKU etc.
How do I filer emails older than a certain date or age (ie 3 years old) and then either archive or delete them from pipedrive. Right now I can only see archive for selected emails. I have thousands. A lot of our emails have large attachments - so this is causing issues for us as well. D
Any way to get this changed to using other forms of security checks. For example, text message codes or an authentication app for those that dont always have access to their emails?
Hi, can anyone help me to show me how I can bulk label emails? Thanks, Joop
Hi there! First off: Love the software. The one thing I found gives me quite some work and I belive is easy to fix is this: When getting data from different places, sometimes I end up with duplicate people or companies. It is fine, the merge works quite well. One of my custom fields, I use to store a url. In my case…
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