Hello, As far as I understood there should be the ability to set the probability for each deal separately. Unfortunately, I cannot find the field or button for it. I am the admin and the only user in the system. Does anybody know how to fix it? Thanks!
Any idea why my document in smart docs does not display the footer items when downloaded as a pdf or shared in pipedrive as a pdf? The document was created in google sheets.
Hi all, First time poster !! I'm hoping to find a way to use the Insights reports to identify users of our PD that are NOT keeping their activities and next steps up to date for deals in later stages of our pipeline. I've managed to create a filter that identifies these deals (Either no next activity, or Date of activity <…
I accidentally bulk deleted my overdue activities on all my deals. How do I undo this mistake? Either by a bulk method or by recovering individually in each deal?
I have 2 days left on my free trial of the Essentials Plan. When I went to subscribe it tried to charge me $133.90 and said this was a reoccurring monthly charge? The monthly plan for Essentials shows up as $21.90/month. The annual plan shows up as 14.90/month. If I select the annual plan, it wants me to pay $1300.80? Can…
Hi, I have just noticed the deal view is full screen and very unsatisfying to view. Is this new and is it possible to change back? Thank you Adam
I'm trying to setup a Lead Auto Assignment, however when I test it with only my customer field (single choice), it will fail (show not assigned in the history tab). When I try it with a 'default' option, like Lead Source = Web Form, then it works instantly. I've tried changing the name of the field, encase it clashed, I've…
Hello, I have been trialing the professional package but too large for our company and want to sign up on the essential package but can't see how and need some advice please.
I started using the trial version but I'm unable to do anything. Nothing works. I contacted support via chatbot, which keeps on a loop asking the same questions. I also tried to reach out to support via email, but I got an automatic message telling me to look for "Something is not loading/Page/tool is not loading." on the…
I am using Pipedrive's NodeJS SDK to retrieve deals. It works fine. I see that a deal can be created by converting a lead into a deal. However, the lead details or lead identifier are not included in the deal after that conversion. How shall I gather those lead details using the SDK? Thanks in advance. Regards.
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