Hello, I've been reviewing the API documentation and couldn't find a way to set a lead to archive status. I only see a way to delete a lead.. Has anyone found a solution for this? I am looking to archive a lead when a deal has been created via a scheduling link. If you have any insights, please let me know. Thank you.
I have recently jumped in and am helping a company that has been in business for several years but focused on direct sales, pivot to indirect by using Partners and Referral Agents. They have Pipeline set up as a way to collect leads and monitor the sales process. I am looking into how to best use Pipedrive for Partners.…
Hi there! Is there a good way to get notified when a customer replies to an email? or Facebook message in leads? I have not found a way so war, it doesn't make any sound or come up as a banner anywhere
I have two of our 20 users that are going to be operating as a partnership using the same pool of leads. Can you have a professional subscription and use TEAMS subscription for some, but not all subscribers in an organisation? Any other ideas of how to configure a set up so they can both see the pool of leads and then…
Hi Team, I have 2 questions: I want to add 2 sales people. I want that they both use the same pipeline, but only see their deals/leads and work. How can I implement this? Both sales peoples get leads from the same source. How can I split the leads to these peoples or automate it like the system checks if someones calendar…
I tried router jet but it can work at a deal level not lead inbox level. Is there any other method to do that? or setup activity of assigning lead using workflow alternatively between 2 sales teams?
I'm having difficulty uploading and mapping lead data because I don't have "organizations" as clients, only individuals. Does anyone know how I can import and maintain all information without the use of organizations? Thx!
1 gig internet connection no browser plugs ins brand new machine app is just taking 3-5 seconds to click on any field and change data works blistering fast on weekends
Can a lead have different fields shown depending on the type of label I give it? This can be very handy if you use different types of leads! According to the Help Center this is not possible right now. Anyone who knows a way to work around this?
Hello, reading the features of PipeDrive, I see that street addresses are somehow geocoded with Google Maps. This is great. Are the Lat/Long exportable? What I ultimately need to do is filter and prioritize Leads based on the distance between them. I figured I would do this "offline" using another spatial mapping service…
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