I download my spreadsheet but all my data doe sno ssem to be in the custom fields.
Any clever ways to do this? Would like to be able to flag people who are going to be at an event and when i've reached out to them/met them. Do you set up deal pipelines or other clever way?
Hello This is a bit of a vague question but hoping someone has some good, creative ideas of how I can use PipeDrive for my use case. We're setting up an investor CRM and I'd like to be able to see at an organisation level (vs deal level) when we've had no contact with anyone in the organisation for a while (i.e a rotting…
Hi it really is hard to make filters that only have a limit of 16 conditions. for our work we really need to have a lot of conditions in our filter to effectively work well.
Olá pessoal, Estou com um probleminha que atrapalhou muito meu fluxo de cadência. Eu criei uma automação na qual sempre que um negócio é criado na primeira etapa um email é enviado automaticamente. Testei criando um negócio e deu muito certo. O email foi enviado na hora. Porém, quando adicionei 123 contatos nenhum email…
We have 2 teams. Sales uses Gmail on one URL, and support uses Outlook on another URL (the support team is part of our parent company, hence the different URL). We have the sales team in Pipedrive now and it's working well. We now want to add the 4 support people who use Outlook. Can I have multiple domains sending in…
I want to share deal externally pipedrive user. I mean user who have own pipedrive account not my company account?
Sorry if this is a duplicate but I couldn't find the response I needed so I am posting a new one. I have a bunch of contacts I want to bulk convert to leads however I can't find that function. I tried importing into the leads inbox but the records were just merged with existing contacts and no new lead was created. I can…
Our office manager wants to be able to download pdf copies of proposals even if not all parties have signed yet. Why is this not allowed?
Revenue Forecast for Both One-off and Subscription Products in One Report For companies that sell both one-off products and monthly subscription products, it is very important to see probability weighted revenue forecast for both products in one report. Is there any new feature or trick to support this demand??
It looks like you're new here. Sign in or register to get started.