I want to filter deals that have field X value = Y OR field Z value=W. I cannot find how to add an OR operator, I can only filter with AND operators. See screenshots for my attempts.
I've noticed a thread from 3 years ago asking for this so not sure if this has been enabled. How do you link multiple contacts from a company to a project? Also contacts from other companies. Here's the scenario. I have a project we've won and it's a Joint Venture with two construction companies. I need to associate…
Is there a way to move appointments in calendar view to another day in volume at one click - eg. say you have 10 calls that were not made today, is there a way to group them and move them all together to another day - thanks in advance
Hi I am syncing my Google calendar to Pipedrive and all my events are now public. My default setting in Google calendar is Private and I cannot go and change the individual setting for each event. How can I limit my teammembers visibility to my events? I don't see how I can do this in the visibility groups.
Email tracking is kind of messed it, it even shows as opened if I see the email sent inside deal, I don't really understand it. The tracking should be excluded from someone who is sending the email.
I have individuals in my company responsible for scheduling appointments. I want them to be able to see my already scheduled appointments, even if they are not related to the prospect or the deal, so they know when I am available or not. However, I do not want them to have access to the information of the individuals with…
I want to create a filter for all contacts that only have closed lost deals and do not have any closed won deals. I can create a filter on contacts for deals that are closed lost. But, I have contacts who have both closed won and closed lost deals, so I only want to see contacts with only closed lost deals (and no closed…
Hello all, I am pretty new to using pipedrive but have really gotten a lot of value out of it. I have an sales employee using the platform as well and I appreciate being able to view his activity on the platform. However, today we discussed some lead details on a contact so I know he's been on the platform but when I go to…
I'd like to lower us to the professional user option. Which is $49.99/month Preston
Hello community ! I was wondering if it was possible to : automatically add a label to a newly created lead coming from a Pipedrive Webform the label should be based on the status of a field of the Webform I can't see how to do it using Automations… Many thanks for the support ! Aissa
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