Hi guys! I have entered in Chinese Yen as my currency in each deal however, on the pipeline summary it shows USD. Is there a way to make the default currency for the entire Pipedrive application Chinese Yen? Thanks :)
Good afternoon, We are attempting to start loading in products to our new pipedrive instance. I have 2 questions about products and how to set them up. Pricing Setup We are in the insurance industry and have products that have multiple "levels" (called benefit levels). When setting up a product, It appears I only have the…
Would anyone know if there is away to manually change dates on pipeline data entries? Reason being is, we have deals and proposals that we got before we started with Pipedrive and I want the reports to be accurate.
What I am finding is if I use a merge field such as the company name across multiple smart document templates that I have created then all templates appear to be the same document in the template chooser. This is inconvenient. Anyone else have this issue?
Example: 1st Drop down list is "Manufacturer", 2nd Drop down list is "Model" and model list changes based on which Manufacturer selected. Is this at all possible.
Hello everyone, I would like to track in my insishts the % of no-show on my appointments. Is it possible to do this? With custom fields?
Newbie. Just set up Pipedrive and connected my Gmail to the inbox and synched last few years. What a mistake. I've unsynched and removed the connection with my Gmail for now but copies of all synched mail are still in Pipedrive and can only select 50 at a time (out of 58,000) to archive/delete. Is there a ticket I can file…
Hello, I use multiple currencies in my business and when I add this report it only shows it in USD, how do I change it to another currency?
I have 3 pipelines for the entire selling process and I have to create weekly selling reports but I can't find the difference between close date and won date in order to use them as filters.
Are you using Pipedrive for your CSM - Customer Success - activities ? If not, which tool do you use ?
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