Hello. I am wondering if there is any update to this yet as I’ve seen past posts. Once we win a deal, we want to keep it in a pipeline so we can see all the tasks that need to be completed in one place. It feels like Pipedrive is simply a sales tool and not great for after the sale is made.
Other tools have the ability to switch quickly between instances as a power user/reseller or service provider. Does Pipedrive have this too? It usually has some sort of a choose instance button on the top right (Asana/Fareharbor) or in the left hand side (Slack) where I can switch instances. Best if I as a supporter of…
Hi There, Is there a way to send a weekly report/insights via email, slack, etc? It seems like a huge pain to have to integrate another platform. Many other sales CRMs do this straight out of the box. I want to be able to automatically update my team each Friday. Thanks Leon
In our results we like to compare the previous comparable period - often the same month last year. I custom my time period to the last 13 months but my dashboard will only display the last 12 with an option to scroll to 'page 2/2' to see the final month. Can we get around this? How can we display this data on one page?
Alguien puede decirme como puedo comunicarme con Soporte Tecnico? he enviado correos a support@pipedrive.com, pero no dan respuesta alguna. He contratado el plan professional pero me rechaza el pago y necesitaba ayuda, alguien que me ayude???
Context: Our B2B SaaS product is sold on a project-basis; usually 3-5 people from multiple organisations are influencing product choice. In at least two occasions, key influencers became apparent at a late stage. PipeDrive deals allow for associating multiple people to a deal, which is helping. However, the stakeholder…
I am new for pipedrive, I need instruction, how can I add the standard Windows font "Centhury Gothic" to email. Thanks for quick reply. István
Coming back from the holidays, I've noticed that my new emails sent to some of my contacts I've communicated with by email many times before no longer have the tracking "eye" image alongside the newly sent email. Has something changed with the tracking feature in the new year, perhaps I've unknowingly changed a setting, or…
It is my first week with Pipedrive I'm doing my configurations. I like how an activity can be check as done, this activity just consists in the user filling up 3 fields. But I found very annoying that after checking one activity I see the "Program an activity". Why? Why I want to program an activity after checking the…
Hi, I'm wondering if it is possible to stop a new activity box popping up every time I mark an activity as done?
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