Hello Pipedrive community ! I can't manage to synchronise the emails for all the Deals I've created. To my great surprise, for some cases, all the emails are there, and for others (the vast majority), no email appears. I tried to compare all the files; all the information was entered identically for each case... And yet…
How do I "Sort by" my deals in a stage based on importance? The default features does not have that option.
Hi all , Anyone knows how to get human support and not the useless bot chat ? i cannot get through the bot
I am doing some time blocking with a "blocked time" activities (for personal stuff mostly), where I am set busy and the task is done. I wish to be able to quickly duplicate tasks from the calendar view (ideally with a shift / option + drag n drop).
What are some of the good things about PD? What features do you particularly enjoy. I've been liking the Group Email feature a lot lately. Some colleagues who use Hubspot wish they had that one. I often need to pose the same question to ten or a dozen contacts, and Group Email is perfect for getting that done in a way has…
I create a lot of email templates in Pipedrive for product promotions and marketing messages to send to customers. Is there any way to track how many times a template has been utilized??
Am I the only one going absolutely crazy when I need to handle multiple stakeholders and each time I open a create window and the cursor does not automatically just pops into the new window... https://www.loom.com/share/f392e599cdb846bbbd86b7205d0d7b2f Creat contact, Org, Email... you name it.
We're a B2B SaaS business, currently our process is as follows: Lost deals - a deal where the customer explicitly says no (or chooses another product) On Hold deals - in all other cases, they are put on hold after a set period of time, by being moved to a separate "On Hold" pipeline, where they go through a reactivation…
(New user here) I am curious to hear feedback from any commercial real estate brokers who use this platform, particularly if you've had any success (or not) in being able to create a system that syncs/matches up contacts in your database with deals in the market that you input (listings or off-market deals you come…
Hello. I have a limit on the number of filter conditions and I can no longer edit them. I would like to use more ANY conditions, so I would like to see the Insight-like method of setting conditions applied to filters as well. Or, if you could make it possible to group select fields, it would reduce the number of ANY…
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