Hi All, Does Pipedrive track email forwards? I'd like to know if the opens and clicks in the email are by the recipient or from a forward. Thanks!
Is it possible or are there plans to make it possible for users to see a consolidated view of multiple pipelines? For example, lets say I make a separate pipeline for 3 different service lines we offer. Each sales rep sells all three but the sales rep has the ability to just view a single service pipeline or see the deals…
I see that its now possible to select multiple values in the deal label field. Is it possible to turn that off and limit each deal to one single value selection in the label field?
Hello. Is there any solution to upload file to existing lead. I have a flow: contact webform with name and email send and email to person with some text and unique link to second form second form - file field to upload a pdf I don't want to create a new lead from second form. I want to upload a file to existing lead which…
How can I create a custom organisation field with several entries available in a drop down menu which the user can select from?
My database has a number of fields showing the quantity of various machine types that the customer owns, is it possible to have an autosumon in an additional field that totals the numbers found in the various machine type fields?
I see that since I have last used piprdeive that the Label field now works a bit different for deals vs. people and contacts. Can someone point me in the direction to learn more about the differences, etc.
Does anyone know of a way to get round the below issue: When I try to segment a deal performance insight report, it only allows me segment by deal fields (such as 'lost reason'), but not by organisation fields (such as 'organisation sector').
I have 2 forms, one for lead prospects, and another for referral partners. I have automations set so when a lead comes in for either lead type, a quick email is sent to them letting the prospect know that I have received their info and will be in contact shortly. The problem I'm running into is when I manually create a…
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