One of our team has logged in but the side menu he can see are different to the rest of the team. He does not have options to see Activities Email Projects Has anyone else experienced this and how can he resolve? He has already logged out and logged back in but no change. No other settings have changed and he has not…
I want to append a large bulk of Deal records using a CSV file, but when I upload the file, it tries to add the appended records as new deals instead of updating the existing records. Background: We are appending a large group of records with a "0" in a custom field for a tracking project. Because we are doing a large…
Hi, Can the 3CX system be integrated with Pipedrive.
UPDATE: This Beta test is now closed. Sales velocity shows the effectiveness of a sales team - how fast you’re making money and where an increase in productivity is needed to positively impact revenue goals. In this app, you can make changes into your current state to see how each metric can affect your velocity. Sales…
I am able to edit activities in G-Cal that were created in PD. However, one thing I am unable to do in G-Cal is mark the activity as "done". Is it possible to mark a PD activity as done from inside G-Cal?
I went to import a zoom meeting into Pipedrive and it states that anything over 50 MB is too large. I believe I may have set up the Google Drive Cloud set up but am unclear how to implement it. Any step by step on importing this and linking it to a deal would be helpful. Regards, Ron
We integreted to outbound call to pipedrive from our crm system. When we click the call button on the deal cart, it send to call to our own crm system and start the call. My questions is, let say we called someone and the person did not answer the phone. 10 minutes later the person called back. When the call comes, I want…
I understand there are 3 ways to track income. I also understand where the system is pulling the date from. There is the lump sum deal value, the recurring revenue, and the payment schedule. The issue I'm finding is the 1-time deal value can't be reported alongside the other 2 forms of revenue. These are separate reports.…
Hello! How are they? I ask you a question: I have a database of about 150,000 people, which contains at least their first name, their last name, their address and their national identification number. In addition, in some cases, you have other information such as your neighborhood, your email, your phone, etc. My question…
hey guys, thought i would reach out to the PD community to see if you could assist me with a scenario i need some assistance with. I have a bulk list of contacts and would like to bulk move them to leads. At this stage it looks like i can only do this individually, is there a bulk ability to do this quickly?
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