-
Changing to Pipedrive from Hubspot
This discussion was created from comments split from: Welcome to Pipedrive Community 2.0!.
-
Is there a clear timeline overview for the project itself with the tasks?
I would like to know if Pipedrive can show me a timeline of my projects with the subtasks.
-
Pagination is not working for "List all persons associated with a deal".
Under Deals Endpoint, there is "List all persons associated with a deal" endpoint. According to the API, pagination is supported for this endpoint but when I tried at my end, pagination is not working properly. I am getting the duplicate data through pagination. So, could someone please look into this?
-
Participants / Email Templates
Pipedrive is a great tool, it needs a few additions that will improve the UX. Deals / Projects are completed by Multiple Team members. It's never 1 person's show. Now that we have multiple team members involved then we need all their contact info available as part of the Deals / Projects / Email Template For Customization…
-
First name and last name locking
Hi, I've been trying to find a solution to this problem, but so far no luck. I would like to lock or precisely give to my contact a first name and a last name so that when I do group emails they don't get mixed up with middle names, and double barrel last names. F.ex I have quite a few contacts such as John Van der Smith,…
-
How do I link the activity of a person within a company to show as activity for that lead/organizati
Any advice how to link activities from a person within a company to the company itself? When I go to my leads inbox it looks like there is no activity connected to my leads, but when I click on the person I've been in contact with within that organization all the activity is logged. This makes it challenging to know which…
-
Email Sync
I am new to pipedrive. Can someone tell me how to use webmail as your sender email? I have put in the correct IMAP and SMTP servers and ports yet it keeps telling me about certificate. Any help would be appreciated.
-
Payment schedule - maximum number of payments
Hi, we have costomer contract and payment schedules that go beond the limit of 36 mth. Is it possible to rase the limit to ex. 60 months?
-
One Deal with many products
Hi, Any suggestions - how we can close Deals where more as one product is assigned and we won Deal for one product, but lost Deal for other Product. For example, Customer project is for Printers, Projectors and Software and we won Deal in Software parts, but lost Deal for other 2 parts. Additionally we want to add info to…
-
Is there a way to automatically associate activities with the contact's organization?
Anytime a new activity is created from Calendar Sync it links the contact but not the Organization or Deal. Is there a way to automate this so that it completes those fields automatically? My ideal automation would be: Trigger: Activity is created or updated AND Contact is not Empty Linked Organization is Empty AND/OR…
-
Following deals board
Hi, from time to time there appears a need in our company to have a filter of the following deals on the Pipeline as it would help to following interesting deals more efficiently and react quicker. Do you have such a functionality in your backlog? Thanks! Dalia
-
Pipedrive calendar changes the preferred DOW
I've been encountering this problem for about a week now with previously no issues. I want to iterate that I've made no changes in Chrome nor did I make any changes in PD and I've chatting with PD support on this issue to no avail. My pipedrive calendar will, despite the region format being set to UK or various others…
-
Is scheduling a reoccurring activity possible?
I've read upon scheduling repeat activities, but there doesn't seem to be a simple button to make an activity reoccurring. Has this been suggested to the developers?
-
Is there a way to put the Leadbooster bot on the left side of the web? Thanks
-
Dynamische Tourenplanung
Hallo liebe Community, wir haben folgende Situation. Wir nutzen seit kurzem Pipedrive als CRM System. Nun kam der Bedarf für eine dynamische Wochenplanung. Das will heißen, es gibt Kunden mit verschiedenen Kategorien (Bspw. A,B,C - Kunden) diese sollen in unterschiedlichen Abständen besucht werden. (Bsp.: A-Kunden alle 2…
-
Can you merge duplicate organizations
I have a situation where several companies are duplicated and are entered twice in my PipeDrive, Additionally, they may have different "people" in each entry. Can I merge the ogranizations to be one organization and have people from both entries be merged into the new merged organization.
-
PLG support in Pipedrive
Looking for a recommended workflow to support PLG in Pipedrive - for example how do you handle scoring on inbound "signups" - do you do the scoring on contacts vs leads? How are you capture usage - do you use custom fields?
-
Where is Pipedrive going?
Iam using pipedrive since years but the last design changes and updates are making the platform almost unusable.
-
Double Product Label in one contact. Is it possible?
Goodmorning, I'm new in Pipedrive, so sorry in advance if my question could be trivial for someone. I have a question about the functionality of labels. I was wondering if it is possible to assign more than one product label to 1 contact. Because in my case, I associate the label with a product bought by the customer. So…
-
Could not save draft.
Hi! While typing emails a 'could not save draft' notification keeps popping up every few seconds, does anyone know how to turn the notification off? Many thanks!
-
How to download multiple files from the contacts?
Hello Everyone, I need to download the files attched (red arrow) to every contact that I have in the contact's list. PipeDrive give us the option to click the file (green arrow), however, if Ithe contact's list is about 7000 contacts, there is no sense of doing this process 7000 times. So If someone knows how to download…
-
New invitees in our team are not able to see leads and deals?
Although we have kept lead and deal visibility to all but we new members of team are not able to see anything in terms of leads, deals, contacts etc. The leads which they have generated are visible to me but not to them. Do we have to buy access for them? As admin has gone to mananage user options and gave them all…
-
About right-aligning mail（macに届くメールの文章が右寄せで見づらい）
I am using a mac. I use my mac email software to receive the emails I receive when I have an inquiry. When I open it in my mail software, the text of the inquiry is right-aligned and very difficult to read. Is there any way to make the text left-aligned?…
-
Can we get the ability to scroll through photos on a PD back? :)
When PD switched to the new view, we lost the ability to scroll through photos using arrow keys, and instead we now have to open each file individually, which is a huge time sink. We have a temporary solution that is helping a bit, but would really like this feature back for deals with multiple photos. Margarida with the…
-
Can you create multiple quotes under one deal?
Hi there We use products and Sales Docs to create our quotes, which works brilliant until we want to create options for a client. For example maybe we are quoting for a 100 chairs in green fabric but 100 chairs in leather is a different price, and we want to easily show the price difference. We can't put the options on one…
-
Recording customer feedback
We are going through ISO13485 medical device certification and we need to set up a customer feedback capability. I am thinking that if we could record the customer's feedback under the "contact" or "organization" record. This would be a good place
-
Linking multiple deals
We operate in the construction industry. PD is set up as follows:- Different deal for each service we provide (with multiple pipelines). But these deals may be all on the same site. Be great to link these deals together. Anyone know of a work around?
-
Current customers, sending forms to collect further information.
We survey our customers bi-monthly while they participate in a year-long program. We currently use Google Forms but would like to see if there is an option to collect this info within Pipedrive and then auto-save into Google drive. The Pipedrive service recommendation was web forms, but now that we are trialling it, it is…
-
Colour code activities
It would be very useful to be able to select a colour for different activities so when looking at my calendar I can see at a glance what my activities are without having to click activity and go into them and read through My role is hybrid my meetings are in the field and remote based so it can difficult and take more time…
-
This Year - filter for report
Hi there, I don't understand why there is a "this year / Last Year" option when filtering. If I want to know the number of deals closed last year, I have to introduce the exactly dates. With the huge list of options, difficult to understand why is not listed these two options. It will be a great advantage to make easier…