I run my email newsletter in another software platform. I'd like to import every email address I have in my newsletter and set a field in Pipedrive as 'Newsletter Subscriber: Yes'. My original data only has email addresses, we do not ask users for their names. So I need to be able to import a list of email addresses only,…
Hi I note I have several contacts that have a creation date that is much later than I know they were created. This date is when I did an automatic duplicate contact merge but there is no history carried forward - thus I would like to undelete the previous contact (history) and merge it so that the history is back as per…
Hello the community, Out of curiosity, I wonder how you handle this within Pipedrive. After a trade show or one-to-one meetings, we receive an Excel sheet with the data of the people we met. Those can not be considered as opportunities yet, as they have to be more qualified. In our previous tool we could load the xls sheet…
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…
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