Our business follows how 3/4 key metrics are updated over time. For example, we have initial conversation with a new client and it becomes a lead. A 2nd conversation leads to finding out more info, for example how much volume they need. Then a 3rd conversation will ascertain the commission we can gain from any given deal.…
Is there a reason that labelling emails in bulk is not on Pipedrives priority list? Isn't it a bit weird that there is a beta group created to make it possible to change the appearance of Pipedrive from Light to Dark and not make it a priority to make bulk label of emails and perhaps also lead and deals, a possibility.…
Hello, is it possible to bulk assign activities to a project? Because I see only the Deal field in the bulk-edit sidebar, and a project dropdown is missing. I can edit each activity one by one and there is a field Deal/Project where I can add select the project or deal but I'm missing a bulk edit feature.
For some reason, we're no longer able to use the Smart BCC feature on our deals pages. Emails that use the Smart BCC are not showing up in Pipedrive. Whenever I go to click and manually copy the address from the deal, I get a red prohibited sign where my mouse was. Does anyone know how to fix this?
Hi, Looking into inconsistent data in a deal report, I realised some deleted deals are counted. The report is a histogram plot. Clicking on a bar opens the detailed deal list. One deal appears as Status = Won, but clicking on the deal page shows it has actually been deleted. There is therefore an inconsistency between the…
I just needs some guidance as they say their notifications are on, they have checked their spam etc Thanks, Brish
Hello, I have seen similar questions but the answers do not solve my case. When I am in Deal/Lead I have fields for Poeple & Organization I do not want to see: ==> How to hide them ? Same applies when I am in the People or Organisation profile: How to hide them?
Pipeline was synchronising everything, including dinner with kids, yoga...you name it. So I deleted all these activities from Pipedrive and its cancelled ALL my meetings. OMG! How do a) Undelete all my appointments (including customer meetings) and get Pipedrive to leave my calendar alone?
Its been about a week now and email treading has stop working for pipedrive. I've try to look into reporting the bug but it seems there no way to get passed the AI chat bot and support@pipedrive .com email does not work. How do you guys communicate with PipeDrive so they can fix the issue? Is no one else recognizing that…
Dear all, I have the following two import files. This one is an Excel the imports an organization During the import in PipeDrive, I link the field to the name, email, and tel in the organization tab. This one is an Excel that imports a person. During the import in PipeDrive, I link the field to the name, email, and tel in…
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