Hello, After a lead becomes a deal, then a customer (or account), is there a way in PipeDrive to store information about that customer/account and the children that roll up to that account? For example, if a hospital is a customer, and there are practices within that hospital that are considered child accounts, is there a…
Hello All, I'm curious if there is an optimal method for managing customers' "accounts" after a deal has been won. We are a company that sells cosmetics B2C and also B2B. We primarily use Pipedrive for managing our B2B sales, but once we make the first sale, we struggle to find an optimal way to stay on top of their…
Hi guys, We need notes for everything - we always need to know who did what and when. Problem is, if somebody adds or removes a label, this seems to be the one thing that Pipedrive does not care about. Can we add this functionality? Or have a toggle to switch it on or off, along with probably a dozen other items that maybe…
I have a csv file of phone records. The file does not contain the names of the contacts. I want to import the call records as completed activities and associate (merge) activities with existing contacts. Is this possible, and if so, how?
How do I connect two contacts that are partners? How to connect two contacts into a deal?
Hello, I have a question. When I assign a lead to my colleague, he receives an email message. Is it possible to add a field with a direct link to this lead? Preferably with a button.
Hello< Just signed up for pipedrive. they promised a tech to help us set up all our flows and get pipedrive ready to roll. But now that we've purchased pipedrive no one seems to know what we are talking about. We can't seem to get ahold of customer service. This is turning into a nightmare quickly. Can someone help or show…
Hi there, I was wondering if there is a way to retrieve the first and last name directly from the Person Search API request ({{baseUrl}}/persons/search...). Additionally, since I can obtain the primary_email, is there a way to retrieve the primary_phone as well? Also, is the primary_phone always the first entry in the…
I need a professional to integrate SMS automation for new leads added to my PipeDrive. Please, only someone truly experienced. I need this done today.
I want a report that will show me leads, prospects, existing customers that have no follow up task or to do
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