Hello community. I confirm that it is not possible to manage the sidebar as a general setting. And we know that the new left toolbar is also customizable. I think this setting should be chooseable: selected as a global or personal customizable option. During an implementation process, it's important to determine general…
I need tech support but the Chat with us isn't working for me and I really need some assistance. I have emailed the support email and just get a response saying it's no longer available and to use the "chat with us" which isn't working!
I have fixed probabilities set up for each of my pipeline stages, and we only assess this data on a whole company level, so I don't want users to change their own individual deal probabilities, as this skews the higher level stats. Is there a way to block users from editing individual deal probabilities?
Hello PD community, I work for an international fashion wholesale company and benefit alot from the use of Pipedrive in many ways. One thing I am missing is aggregating the demands of different clients/leads and I explain: Org A is looking for Brand ABC at a quantity of xxxx and a price of X/unit Org B also looking for…
Hi, Is there a way to sort deals in the pipeline view by last activity? The default "next activity" doesn't help much in our case and the "Deal update time" is not suitable either. In fact, we're updating some deal's fields via API and this would change the deal update time. Instead, I would like the sales reps in my team…
Dzień dobry Szanowni Państwo. Czy ktoś z Państwa ma doświadczenie z integracją z jakimś rozwiązaniem do faktur. Wiele rzeczy ogarnąłem albo przynajmniej wiem, że „da się”. Ale faktury nie wiem. Jeśli ktoś chciałby pomóc oczywiście odpłatnie, albo dać wskazówkę, to byłbym wdzięczny. ps zitegrowałem z xero, co trudne nie…
Bonjour à vous, Pourrais je savoir comment je peux créer un choix automatique pour que les choix suivants soient toujours en ce sens ; Toutes entreprises : Hors taxes Inscrire les taxes comme ci-dessous automatiquement : 14.975 $ Merci, à très bientôt David Caron Directeur Régional Stratégie / Développement Placement…
I have a custom field for lead/deals and I want to use the same custom field (with associated multi option list) for people and organizations. And I want to be able to use the same multi option list 3 seperate times to populate 3 columns. To clarify the field is crop of interest. Some customers will have several crops of…
I tried to send an email to about 20-30 people yesterday, and I havent recieved any response. I tried sending the same email to myself and it went directly to the spam folder. I then tried to re-send from the Windows Outlook app, but I recieved a message stating that Outlook didnt have permission to send the email on…
Hi guys, I'm trying to get products to work for us so our sales team doesn't need to change software and can move to xero as a quote. We need to have x3 multiple variables for the pricing formula in products and the "variations" doesn't work for us. Eg.) we sell a building product There are 20 different products with…
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