Hi, this is an interesting question from my client. Can we keep deals in pipeline even when they got marked as 'won'? According to the Help Center article, Pipedrive automatically hides all the deals won or lost. Any deal that has been marked as Won or Lost is removed from that view, as it no longer requires your continued…
Hi, can the activities weekly calendar view be changed so that the first day of the week is Monday vs. Sunday? Thx
I'd like to receive an automated report on a specific pipeline once a week. Say for example this is what I'd like to automate once a week: -Weekly report of the actions made/progress of a specific pipeline. Please help me figure out what to do and how to automate this. Thank you!
The chat-bot is just another few clicks to what you really want - to chat with support. I have NEVER seen the chat-bot being able to answer my question, always I have to wait for the bot to admit it cannot help me, and then it will forward to the real support. In theory it sounds great with a bot, but what you really want…
I am pretty sure that the contacts timeline feature used to be part of the Advanced plan. I know I used to use it or something very similar. Did this drop from Advanced and now is only available on the higher-tiered plans?
I want to create a custom field, for example "referral". I want to add this field primary to "Organization" and secondoy to contact. Is this possible? So for example, when i enter any information to this field in organization, this information (or field) should also be shown in contact without filling it again.
Hey all, I have a question/problem. Maybe you guys know how to solve it. Problem: In the past I clicked on a contact email in my Pipedrive, a new email opened an automatically put the BCC deal address in my mail. But since yesterday the BCC mail is missing. I have the essential package. Do I need the adjust settings?
I am trying to track the website by adding the script it mentioned on my site. I tried it locally and by hosting the site on netlify as well but nothing is showing up in the dashboard. It's been about 24 hours already but no data at all. The script is showing in <head/> . Is embedding the script enough? or do we need to do…
Hi Can anyone help me or have come up with an idea on how you can set your target revenue then view your forecasting revenue against this. It seems a simple yet important function in sales yet I can't work out how it can be done. The goal function does not work for this. Thank you in advance
Are there any special features or modules to install for the Hebrew language?
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