I find it hard to keep on track which leads I need following up which so want to try using the 'Set follow-up frequency tool in 'contacts timeline' so do that. I know it is possible to filter by open deals, but is there a way to filter the list of all people in my pipedrive account based on whether they are active lead…
Hello, I'm exporting activity data in order to build timesheets for billing clients. What's frustrating is that even though the users have entered their activities in the local time zone, in the data export it's all in UTC time. I need the data to be in local time as different rates apply to day shift as opposed to night…
Hi, I want to get the answer. If only I have such problem. I'm using the newest version of Android APP I've configured the app accordingly - https://support.pipedrive.com/en/article/calling-and-logging-calls-in-the-mobile-app PROBLEM - some of my call's are not logging in I've exchange 47 emails with pipedrive to resolve…
Hi! I have added the subscription plan to most of my customers. In some cases, we have payments that are billed extra, so I added "Additional Payment". In other cases we receive the payments only once so added it as "Payment schedule" - 1 payment. When I generate a report I want to see how much revenue we are making -…
Hi everyone Is it possible to specify a default field value (input)? For example, if we had a field called Estimated Return to Creditors, can we have that field always auto-populate with the likely/standard scenario (e.g. 0.2**) This way our users don't have to manually type it in each time, but can edit that value in the…
I am evaluating and implementing Pipedrive currently. We have invested many dozens of hours into the process so far. We are considering switching from HubSpot to Pipedrive. A large part of the appeal of Pipedrive was the Formula fields. On the pricing page there is no mention of a limit of 5 Formula fields. Just…
Hi Pipedrivers, Whenever I mark a Task as "Done", Pipedrive prompts me to schedule the next one, which is great. However, it leaves it to me to fill in all fields. Here are my questions: * By default, the next activity is a Call. How do I make it a Task by default? * By default, the next activity has no title. How can I…
Hi, This is a bit of a frustrating day in the office and I just want to speak to someone on the phone. In short, we have 500 leads that we imported to Pipedrive, yet a lot of information is missing in Pipedrive itself. When I however export all of Pipedrive the information is there. How can this happen and what can be done…
We reuse the same web form on multiple pages, but it would be nice to know which page the web form was submitted from to help with our analytics. This would be better than duplicating the form 10 times and placing a different form on each page to achieve the same thing. When we get an email when someones has submitted from…
TLDR?: Request API option to find lead on Org ID and/or Person ID Hi team, great to see the progress on the API's, esp for Leads which we're embracing. I have a request (following some open issues in the dev-channel): Can you please allow for an endpoint to get Lead(s) by either Person or Organisation ID. Or something…
It looks like you're new here. Sign in or register to get started.