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QUESTION: Email BCC ([BIZNAME+][DEAL]@pipedrivemail.com)
We know that put automatically BCC (cci email) email was remove to keep a certain control. For one of my purpose, we have Sophie with a pipedrive account and Julie who's helping few weeks but don't have an account. So we thought using the BCC email in her email with the customers to link the email and the answer to the…
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Google Calendar sync - and update
Is there a way to remove events from google calendar once they are marked as COMPLETE in Pipedrive, but still keep them in pipedrive?
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Client Email
Buongiorno @Marco Govoni , uso Thunderbird con la casella info@ per le normali comunicazioni con i clienti, dimensione 5 giga, Client Thunderbird; la comodità è che se svuoto la cartella posso conservare su PC le email del passato. Con Pipedrive uso la casella vendite@ per inviare solo Newsletter. Vorrei un consiglio su un…
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Modèles de devis partagés
Bonjour à tous, Je suis confronté à un problème, dans mon équipe les modèles de devis/contrats que je créé ne sont pas visible par les autres membres. En outre lorsque qu'ils les importent du DRIVE, ces documents sont des modèles en copie. Comment puis-je avoir un modèle partagé sans créer de doublon/copie ? Excellente…
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Chatbot-wie komme ich nach Auswahl einer Antwortmöglichkeit wieder zurück?
Hallo, wie komme ich beim Chatbot wenn ich zB 3 Auswahlmöglichkeiten hab, eine wähle, dann aber doch die andere will wieder retour zu den Auswahlmöglichkeiten im Chat? Danke
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Hello there, I am currently on my free trial and would like to speak to someone at Pipedrive about m
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Project Management Tool within Pipedrive
Hi all. I read some posts from ~ year ago where PiD was looking into a PM tool...does anyone know if this has been built yet? If not, aside from creating a 2nd pipeline for PM any other way folks are using PD to manage projects? Thanks!
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Web Visitors
Why are these fields always visible even though we do not have them selected to be always visible? The fewer fields people need to look at they way better this is going to be to get them to understand how to use pipedrive.
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🏆 🇺🇸 Success Story: How Pipedrive can turn struggling reps into all-star salespeople
https://pipedrive.hubs.vidyard.com/watch/n83J51K8wuUKZqSi3N1oXr?⚙️ Click the cogwheel for subtitles in English, German, French, Spanish and Portuguese. @Mitch Workman , Digital Marketing Director at Big Dog Solar thinks Pipedrive is “awesome!” Thanks to Pipedrive, the American solar panel installation company now knows…
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Wanted to say Thank You!
I wanted to give a quick shout out to the Pipedrive customer service. I've worked with SO many different cloud based SaaS services and I believe that the industry forgets that SaaS is just that ... A SERVICE. Many companies turn their solution into a numbers game that funnel in and churn out customers. Pipedrive ALWAYS has…
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Call/Activity logging in Pipedrive Android when using Justcall
When I use my personal cell I get the popup from Pipedrive to log the incoming/outgoing personal call, which is how it should be except I don't use my personal # for client calls. So I am using Justcall for my business # but the Pipedrive app isn't recognizing any incoming or outgoing calls from Justcall. So my question is…
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Microsoft Partner Center and Commercial Market Place Leads integration
Hello everyone, Has anyone successfully configured Lead Sharing with Microsoft commercial marketplace? Any guidance or pointers to get started would be very much appreciated. I'm a business manager and former IT-Pro with no developer skills but now looking to point our developers in the right direction. I've recently…
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Is there a way to merge accounts that are located on different databases?
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Unlinking "Subjects" and case IDs of new inquiries made on old (won/lost) deals
I have a problem with linking the "subject" and new deal ID of a new case, which is replied to an old one. Let me explain. If let's say, one deal is closed as won/lost (doesn't matter in this case) and client replies back to this old case, with old ID, wishing to have a new deal. By this, we should initiate a New Deal in…
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How to remove filter that we created in PD , also we want to reuse those filters later?
HI All, I have created some filters in PD but want to get it disappeared from the list, not completely removed so is there any to do it?
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Chat bot & Live Chat tips needed!
We have recently introduced the Chat Bot > Live Chat feature onto our platform as a way to boost lead generation and to gather CSAT feedback. However, we are keen to 'see it in action' or have some examples before we settle on the flow we use, message types, waiting times etc. Is there anyone here that would be willing to…
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Would you like to have an email address .where any form/software could send a message to, said addr
Would you like to have an email address .where any form/software could send a message to, said address, and have the contacts automatically added with the right properties. Like Quickbook with the receipts. We could use any form , or email software to sync contacts with just an email.
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Please help me.I cannot understand why my leads merged?
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Meltdown?
Not sure whats going on but none of the activity requests I am creating in pipedrive are registering.
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Drafting mails from PipeDrive: layout issues
How are you experiencing drafting mails from Pipedrive and do you have any solutions on layout-issues? I feel limited by the lack of any editing possibilities regarding fonts, sizes etc. Especially when copy-pasting text from other sources. Ps.: advanced license
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Timezones for cold calling?
Is anyone able to separate calls by timezone for cold calling campaigns?
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Rotting Days for Leads?
Is there a way to add "rotting days" to leads? I'm looking to automate the process of getting notified if I haven't heard back or I need to respond within a timeframe. Thanks!
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We just acquired another company who uses pipedrive as well. How can I import their existing pipeli
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Import list of people from PipeDrive to LinkedIn SalesNav
Hi, I got Pipedrive and I want to import my saved Pipedrive contacts to LinkedIn sales nav. What's the quickest way to do that?
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Calendar sycn
Is there currently a known widespread issue with calendar sync?
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Trouble with Google Drive
Yellow error screen appeared (11998914:7841586) Is the error I see in my screen. My Google Drive is linked with my PD account, I use it to make sale documents. Now it's not linked anymore and it won't link for a couple of days now. I keep getting the image below. I deleted al off the cookies and website history. What can I…
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Gross Profit per deal
Hi There, is it possible for piperive to calculate the gross profit on products sold? i have udpated all my products with correct costs and sell prices and would be great if it can actually calculate the GP per product and a total for the month
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Changing color or font in email
⚠️ Update: to have this new beta feature activated in your account, please have an Admin user reach out to our Support team. It cannot be activated through Community. Thank you! ⚠️ *************************** Hi, I am sometimes copying email from word, which has different font and color as the set up in pipedrive. When I…
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Email visibility in deals
I love the pipeline visibility. What I'm struggling with is tracking information. My "deals" are all people. Meaning, I'm reaching out to one person per deal to move it along. Maybe I'm missing something, but I can't get all the information in one place. I make notes and track activities in the deal, but email threads are…
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Sales documents
Watching the video for sales docs it shows the document pop up in a partial window. But when I open a sales document it opens in two entirely new tabs of my browser each time which is really confusing. Is something wrong with my account?