We are in commercial real estate and we have a lot of listings. We create a new pipeline for each listing we get and a "deal" for each prospective tenant we engage to lease or purchase the listing. We take notes on our calls and activities for each of these deals. We want to generate a report in Insights that includes: A)…
Is there a way of purchasing a larger amount of basic seats (just to use CRM) in combination with our existing professional seats?
How are people using Lead Title?
I'm new to Pipedrive. From the contact tab, I click on the contact name. 1) I added the activity to follow up via email 2) I added the deal. The activity does not appear in the next activity column when I go to the deals tab. But it is showing up when I go back to the contacts tab. So then I have to go into the deals tab,…
Greetings, In the insight deal conversion report, deal status has three options: open won lost I'm wondering whether we can also check 'deleted' deal status when making a conversion report. Background One of my clients allows users in his company can revert their deals to leads. (This is required for his business.) But…
I am brand new to Pipedrive. When I convert a Lead to a Deal, the Notes and Tasks do not transfer to the Deal. Same thing with converting a Contact to a Deal. How can I make these conversions so that the Notes and Tasks are carried to the new status?
We at StoryXpress are building an integration that will primarily let Pipedrive users attach video links in their emails and in order to make those links trackable there needs to be a query parameter in the URL that holds the email of the recipient. Here's what Pipedrive currently allows us to do with the Insert field…
Thank you for the locked URL at the bottom of the campaign newsletters - but because it's our first one we want to give everyone the opportunity to unsubscribe at the very beginning of the newsletter. How do I find this URL beffffffore sending the email out? Thank yooooou!
Can someone help me understand why custom fields can't be reported on in Organizations? I would have thought this was a really basic function.... custom fields can be reported on from other areas such as leads, deals, etc so why not organisations?
Hi community! In Europe we do not punctuate thousands with a comma and decimals with a period. I notice that Pipedrive does not allow inverting the punctuation marks of a Deal value number. Have you found the need like in Europe? Especially in the case of implementing a tool like SmartDocs to generate proposals. €1,250.25…
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