I am trying to import a csv of organizations with a mailing address field. After importing, the address field is blank for about half of the newly imported organizations. Why? Does the text need to be a perfect match with the text string in Google Maps? Some other reason? I manually added some of the failed addresses…
I want enter Custom Fields into an email template URL. Ex. www.example.com?cost={{ cost }}¬e= {{ notes }} How do I do this?
Good morning, I'm creating a contract template. Our contract provides for scheduled payments. In the model fields I cannot extract this information that is within the Revenue(payment schedule). Is it possible to make the Revenue fields available for me to include in contracts?
Hi I am attempting to bulk edit my contact with labels, I have been trying since yesterday and keep getting the same message pop up. Can't Start bulk editing. Please try again. It is taking me the better part of two hours separating these contacts from my main list to edit the details and I cant keep restarting the…
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.…
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