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.
Hello, I have been experiencing trouble with or company signature with Pipedrive. I copied and paste the same one we use in gmail, (it has a gif and our info and rrss icons to the right) and it looks okay in pipedrive. Nevertheless, when I send it and someone opens it from their emails, the signature look AWFUL inside gray…
Is it possible to see of the results for a search in non-modal list view? Currently, it seems that search results are only displayed in a modal results pane that only allows me to click on one of the potential matches. There's no way to see all the records that match a search at once. I realize that I can build a filter,…
I want to have an overview, which deals we made in a month in my pipelines, is there a good dashboard ?
Anyone know why my phone numbers look like this in the lead inbox? No matter how much I widen the column it won't correct. Thanks!
I have alist of contacts at organisations owmed by a specific user - I need to bulk edit the contacts to be owned by the same user that owns the organisation. How do I do this please?
Having issues with important my business addresses (To include Zip) while having them auto geocode so I can use the separated columns for City, state, Zip via them auto populating. Imported addresses are all in one line and I need help with that.
Hi, Does Pipedrive app have QR scanner? I suppose it would be amazing if Pipedrive app would have integrated QR code scanner that when sales are on the road, they could just scan the business card of a customer and the app would pick up all the essential info from the business card and create a new Person in Pipedrive…
I am trying to figure out if it is possible to upload a spreadsheet and apply a particular label in the upload and have it show up in Pipedrive. We had leads attend an event and I want to make certain they are identified in Pipedrive for further development.
I want to create a forecast based on the month we deliver the project which we have listed as "show dates". We have a custom data field set up that our salespeople use to provide the dates the tradeshow or event opens and closes. I have not been able to set up a forecast using "show dates". Does anyone know how to do this?
It looks like you're new here. Sign in or register to get started.