Am I the only one who can't get Pipeline's Chat with us feature to work? That's a bad sign when I first sign up for this service, and their chat help doesn't even work. What the heck?
How can I avoid the email confirmation for 2 factor authentication? I work with several Pipedrive email accounts, for me, for my colleges if I want to make some changes I setup, clients, our support account, Etc. So I work with Safari and Chrome and sometimeS I need to open incognito windows to have 3 or 4 accounts at the…
The emails that I link to a Deal in Pipedrive, and CC in staff members in the email reply, don't appear as linked emails for other members of my team using Pipedrive in their inbox. Pipedrive requires them to manually connect that email thread to the same ticket (Even though I have already done it with my account) for that…
Hi team, This one is doing my head in. I work in an industry with about 15,000 individuals working mostly in small single person firms, there is a lot of movement between new and existing small organizations. Using spreadsheet importing doesn't work very well at all as when importing/updating the data changes in the…
How can I attached drive folder to a deal?
We have just bought pipedrive and are in the process of embedding it. We use outlook and each user has multiple calendars within their single account one of which is for personal use. I only want to sync one of my calendars with pipedrive but it is taking them all including my personal diary. I can see in google you can…
Hello, Is there any way to create dependent custom fields?
It would be great if we could select a few organizations to appear when clicking Show On Map. Right now every Org shows up that's in the system. It could really help reps target a specific area and certain businesses.
Hi, I'm trying to measure the average time it takes to move our deals to a certain stage. I know how to measure the time to Lost and Win, and also the mean time in a stage. But I want to measure the days since the deal was created until it reaches a certain stage. Why? Because that stage is when our team finishes…
Hello everyone, I’m running a SaaS business and seeking advice on effectively managing pipelines in Pipedrive. Our business model involves selling subscriptions and individual products: Subscription: 1-year unlimited access to all our three products. Individual Products: Product A, Product B, Product C. When engaging with…
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