Our customers often are multi-tenant customers. They have users and decision makers that have one email and be engaged with multiple companies inside their umbrella. How can contacts be setup so they can be associated with multiple orgs so they can be attached to multiple deals?
I wonder if I will be able to add custom fields to the leads module from the same custom fields in the contacts or will they be separate? I don’t think there are custom fiends right now at all..
Hello, We have a few clients who's emails are showing up linked to another client's account. When we try to change where the email is attached, it doesn't always allow us to change it. Anyone have any ideas on how to fix that? Thanks, Meg
Currently, each time a new Pipeline is created the stages entered are all recognized as new stages even if the same stages have been used in previous Pipelines. This means that when you create a report in Insights to look up the same stage across all of your Pipelines, the stages are not grouped and the reporting is not…
Hi, I have been an avid Gmail user and enjoy the categories feature of Gmail separating emails into 'inbox' 'promotions' and 'social' Is there a way to have this sync with Pipedrive? At present all email from the 3 categories get lumped into the inbox. Cheers NCC
Hello all, i know that using the products feature i'm able to set a cost, but in my case 90% of the times i add a price to the deal i don't have a specific product paired with it. I would love the possibility to add directly a cost value into the deal, so that with reports i will be able to have a look to the project…
Hello! I feel like Pipedrive can do this, but I am struggling to find where... Our Marketing team has a number of web forms and other processes in place to get Leads into the Leads inbox. Viable leads are eventually converted to Deals. Then a (sometimes long) period of time can pass. The Deal is eventually (hopefully) WON.…
Hallo zusammen, das Tool LinkMatch bietet die Möglichkeit, dass man Kontakte aus LinkedIn nach PD exportieren kann. Leider hat PD immer noch keine Schnittstelle zum direkten Import von LinkedIn Kontakte in das neue Feature LEAD. Gerade wenn man mit LinkedIn Sales Navigator Lead listen arbeitet wäre sehr wünschenswert, hier…
Hi all, First time here so pleasure meeting you all! I was interesting in learning /discovering how to organise (if possible) our leads by country? At present, we have several clients spanning EU/UK and potentially the Middle East so wanted to find out if it was possible to organise our leads inbox and our deals section by…
In Projects, we can add documents from Google Drive but we can't add videos. We want to be able to link videos from Google Drive to our projects for quick reference. Not to upload the video to Pipedrive project, just connect them so they're easy to find in each project. Is this possible?
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