Hi, Newbie here... If I send a group email, are the contacts emailed individually?
Hola a todos!. Estoy tratando de hacer un informe que consolide las ventas de todo el equipo comercial, pero no logro realizarlo, ya que cuando cada vendedor revisa el informe, solo ve lo que le corresponde a ese vendedor, y no puede ver las acciones de los otros vendedores. Necesito que todos vean todo dentro del informe…
The Subscriptions option seems to be relatively new and not well integrated. Our business is primarily monthly subscriptions for services. One of the metrics we want to track is why clients cancel their services. I initially thought this would be doable via "Lost reasons". But I'm uncertain what happens if I make a client…
Has anyone dealt with disappearing activities? On multiple occasions now activities in my calendar view have completely disappeared. The Pipedrive engineers cannot seem to find a fix. Viewing activities is one of the most basic functions of a CRM and I am not sure how this keeps happening....
How can you copy an organization profile?
Hi Previously we were using Elementor form, but as there is no native integration with pipedrive, we think about moving to another form solution What about Pipedrive leadbooster web form ? Any of you here has tried it ? what is your experience with it ? easy to customize ? easy to add custom fields, to integrate on a…
I'm a little confused. From what I can tell, you can either have ALL emails synced into pipedrive, which doesn't seem sensible considering there could be sensitive information/data that you wouldn't want ending up on a foreign system that they can access ... OR You control what emails are transferred via the use of Labels.…
Hi, we have people coming into PD from a formstack form via Zapier - The person is then sent an email from PD. I have used CRM's in the past where cookies are used to then track the website activity of the person on our website (this involves a code snipped on the site also) - is this possible in PD? I would expect to be…
Hey fellow pipedrivers, I am curious to see how others are structuring their sales/qual processes in custom fields. At present I am including; * Source * Call Objective * Ask * Solution But am interested to see what others are capturing on the deal record to help prompt a structured approach to sales process.
Does anyone know of somewhere I can download existing templates of quotes, or do I have to start from scratch? are their any freelance designers that could put one together for me?
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