Hello, Sorry for a newbie question, I'm new to Pipedrive. This is a pretty basic function, but I can't seem to find it in Pipedrive. As question, I need to find a way for a particular (or possibly a few) fields to appear mandatory when someone archives a lead. We need to be able to track data of why the lead is being…
Is it possible to add an attachment feature to web forms so that customers can attach a diagram/specs?
I'm thinking on idea of using 'labels; feature for lead scoring purpose. But have no clue why should I use it instead of custom field. Please share your ideas ho you use it.
In insights filters on lead/ deal creation date could we have a "weekend" filter? I want to create a filter to see how many calls we are getting over weekends over a month or a year. The only way I can do this at the moment is to manually enter the date range of a single weekend and do four individual searches for the…
Is anybody nows how to deleting live Chats. ?
Hello all :) We have setup an email automation for hundreds of contacts, and I would like to extract "Email tracking" data with an API, in order to create notifications for my sales people to call the prospects that have opened the email multiple times. I was going through the API documentation…
Hi, Im looking to count how many certain activities (custom activity) have been carried out along with duration so i can subtract it from a total hours figure to work out how many hours are left for a client/deal. Does anyone know if this is possible and how you would implement it into pipedrive. Any guidance would be…
Monetary Fields won't Populate. I have some custom fields which are formated in US dollars (monetary) and when importing data from either a csv file or via Zapier, these monetary fields will not populate for some reason. Has anyone else run into this issue? Would greatly appreciate your help.
hello, i cannot connect with my business email account. What is the problem?
Hi, Does anyone know if i can directly Relate more than one organisation to one single deal. Many thanks in advance.
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