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…
Hey Guys, Wanted to see if anyone knows how to get the last activity column to work to include when I send an email to an account etc. I realize that it is only updating for manual entries but is not tracking email activity. Thanks in advance!
Hi Guys, Considering it's not possible to pull fields from Activities into email templates, is there a workaround to include the time/date of appointments into automated email reminders? Ideally in a 12 hour format. Thank you! David
Please advise how I mark a lead as lost
I need to pull a report to see the phone number of all deals started. Why is this not there? I don't get it.
I wish to select more emails and make two kind of bulk operations: link them to a project or a deal assign them a label It is possible?
Hello! Is there a process for combining deals into over overarching deal
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