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…
As part of my insights reporting I have a customized report detailing forecast by product but I am not able to show these when I export/display the details contained in the bar graph. This is also not an option in the setting on the right of the detail window. It would be a significant improvement if this was enabled.…
Right now, it is not possible no import "Value" leads, because the field is not available when mapping Excel with Pipedrive fiedls. Only "Deal" values are available.
Hi, the rotting deals feature is great! I was wondering if there was a way to have the deals that have "rot" to be pinned to the top of the column. This way I can easily notice them without scrolling through an entire column.
Hi, I need to have duplicate leads for each client. Each which will be assigned to a different pipeline at a future point. The lazy part of me wants to know if there is any way that leads can be duplicated. I only have to make 3 changes to a new lead for a client to create another lead for the other pipelines and being…
How can I contact support?
Does Pipedrive track and record open and clicks to group emails?
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