unfortunately last week we made a really bad mistake. we wanted to export the deals that entered the CRM on 1/1/2023 and after so we can add pieces of information on it. and then import it back. the problem is...when importing the deals we mistook Pipelines Mapping, so the thousands of deals entered ( by default ) the…
I've been using the Campaigns feature in Pipedrive for a few weeks now and it seems to be working well. One thing I was wondering about was, for contacts in my database that come back with a "Hard Bounce" status on an email that I send out, if I go into that contact and update their email address so that it is correct,…
The default fields that are created by Contact Sync, such as "Instant Messanger" or "Birthday", sit empty for us & and clutter the Details page. It seems like you're unable to remove them like other fields, but we don't want to just hide all the fields on our page that are unpopulated. This is the only article I can find…
Hi, We're a startup selling multi-year services, for different lengths of time, and for the sake of reporting and pipe overview, I'd like to be able to see (or organize my filters according to) both annual revenue forecasts as well as total contract value. Is that something that can be done? Thanks a lot for the help!
Hi, Is there a way to create a new lead just by sending an email? (my usecase: from my Outlook, I just send an email to xxx@pipedrive.com, adding the lead email in the subject for example. Then pipedrive adds the email as a new lead and starts the automation). Thanks, Matthieu
Managing contacts and keeping data tidy in our CRM always feels like a game of whack-a-mole. No matter how often we try to clean things up, duplicates and messy data creep back in. Just curious, do you take time to regularly clean your data? Do you handle it internally or use any helpful tools? As our team is relatively…
Since signup, I have not been able to get a human person using pipedrive. At this point, I am close to doing a chargeback as it seems pretty fraudulent to give the appearance that you will be able to speak with a human only to not be able to get one. Examples: "Sorry, as a bot I couldn’t find an answer for that. Here’s…
We are in commercial real estate and we have a lot of listings. We create a new pipeline for each listing we get and a "deal" for each prospective tenant we engage to lease or purchase the listing. We take notes on our calls and activities for each of these deals. We want to generate a report in Insights that includes: A)…
Is there a way of purchasing a larger amount of basic seats (just to use CRM) in combination with our existing professional seats?
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