Gostaria de solicitar a abertura de um chamado para discutir uma possível melhoria no sistema, especificamente relacionada à inclusão da soma do peso dos produtos nos documentos gerados pelo Smartdocs. Atualmente, utilizamos o Pipedrive como nossa principal plataforma de gerenciamento de vendas, e o recurso Smartdocs tem…
The User filters on a dashboard seem to not respect the actual filters applied on a report. If a deal report is 'Owners' then the filtered user should apply to Owners. If an activity report is 'Assigned to User' then the filterd user should apply to Assigned to User And if an activity report is filtered on "Creator" then…
I would like to enable First name & Last name default fields on my account. I've gone through some posts syaing that i need to request the support team and they could turn this feature on for me. However, I am anable to reach them. Chat somehow only leads me to a bot. Has this feature been enabled with some setting at the…
I have created a sample project (refer to jpg) and want to insert a subtask. I do not see an option insert and/or drag and drop to re-arrange subtasks. Any suggestions? Thank you. Keith
I'm finding that emails that are being sent through Pipedrive are going into clients spam/junk. I've tested sending the same exact email from outlook just to make sure it wasn't a Microsoft issue but the email sent goes direct to the inbox. Is it possible to add Pipedrive to an SPF record so that inboxes know that it's…
Dear Community, I hope somebody can get me in the right direction to setup a client insight dashboard. We now monitoring these conversion rate via an Excel Sheet, but we hope if we can get this managed via the PD insights tab. When a call has been made by one of our welcomecall agents and our deal in qualified to get a…
Our salespeople want the ability to edit the Person and Organization info when they are converting Leads to Deals. Right now it is all greyed out. Is this a configuration change or a feature request?
To be honest I don't really understand how come there is no way of adding goals based on units of each product. This cuts down multiple possibilities of forecasting stock or generally having an overview of how these goals are being met. The fact that I could sell a single product worth 10.000 or selling 10.000 units for…
Hi Team, I've a column in "Deal" tab with the values from each deal that i've created. As you can see in the picture, Pipedrive sum this values. Can i send this information for a Column in "Organization" tab through an automation ? Best regards. Gabriel
I am building a Conversion report to see the performance of the stages of my pipeline, but some deals don't show on some stages.
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