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?
I have a spreadsheet with a bunch of organisations' address fields - these organisations already exist in our pipedrive account but I need to update them with the address fields contained in the excel sheet. How do I do this please without duplicating the organisations?
Fairly new to Pipedrive so apologies if this has been answered in the past but I find it strange that it's not immediately obvious, particularly when it's a given with other CRMs. However, I'm trying to link contact history with the deal they're associated to. Reason being the wider business needs to be able to view the…
Edit, you can now ask the Pipedrive support team to enable the split of first- and last name fields in your account 🚀 ----- Hi I would like to know if I can export a list with the first and last name fields in diferent columns.
I am at my wits end with this site. You cant get a live person on the chat at all and the email support is not accepting emails for responses or assistance. If this is the level of response or service I think I may just go try Salesforce. It is not intuitive how to end the trial and actually be able to start using the full…
Dear all, is it possible to check who of your Pipedrive contacts is visiting our website and which pages? Thanks. #Askingforadvice
Hello Community, I'm wondering if there's a way to implement user-specific settings within PD, to restrict editing for certain users, especially when they are not the owner of a specific contact. For example: Blocking the ability to edit or delete deal titles. Blocking the ability to edit or delete activity titles.…
It seems there's a bug with the emails. When I'm writing an email, out of nowhere the cursor moves to the first paragraph, making it annoying and loose a lot of time to write an email.
Hi, We are using the web forms to get leads from our website into pipedrive. We want to add a tracking script to get 3rd party tracking on the web forms so we are able to track the source/medium etc of the leads coming in. How do we do this and if not is there a workaround somehow?
Our sales process involves use of an Excel spreadsheet for crunching numbers and exploring various scenarios for prospective clients. (We're an 🤓 accounting firm.) We want the ability to import into a pre-existing Deal a list of values from the spreadsheet. Otherwise we'll need to do manual data entry from the spreadsheet…
It looks like you're new here. Sign in or register to get started.