In insights filters on lead/ deal creation date could we have a "weekend" filter? I want to create a filter to see how many calls we are getting over weekends over a month or a year. The only way I can do this at the moment is to manually enter the date range of a single weekend and do four individual searches for the…
Is anybody nows how to deleting live Chats. ?
Hello all :) We have setup an email automation for hundreds of contacts, and I would like to extract "Email tracking" data with an API, in order to create notifications for my sales people to call the prospects that have opened the email multiple times. I was going through the API documentation…
Hi, Im looking to count how many certain activities (custom activity) have been carried out along with duration so i can subtract it from a total hours figure to work out how many hours are left for a client/deal. Does anyone know if this is possible and how you would implement it into pipedrive. Any guidance would be…
Monetary Fields won't Populate. I have some custom fields which are formated in US dollars (monetary) and when importing data from either a csv file or via Zapier, these monetary fields will not populate for some reason. Has anyone else run into this issue? Would greatly appreciate your help.
hello, i cannot connect with my business email account. What is the problem?
Hi, Does anyone know if i can directly Relate more than one organisation to one single deal. Many thanks in advance.
We are currently using Better proposals for our agreements and better proposals allows us to present options for clients to choose from. Is that possible using the built in smart docs feature for a contract? A description of how that would be done using pipedrive smart docs would be helpful and appreciated. Thank you
As I have many custom fields I want to create custom sections. So to say, some kind of categories. I found some older posts from 2021 about this topic, without a solution. Is it possible to create sections and move custom fields into this sections or is there maybe a good workaround?
Hi all, I want to build the following automation: When I switch a deal from phase "cold call" into "interessted" some custom field should be filled by the user. Is it possible to start some kind of Pop up, where the relevant data fields are shown and the user can fill them with data for example a data or something els?…
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