I'm trying to extract a list (for segmentation) of all contacts where those contacts are not currently already assigned to a leads queue or to an active deal. How do I do this?
I m considering subscribing to pipe drive, but if the only way I can learn to use their product is waiting 2 weeks for a "webinar" and I have ZERO ways to even email this company, then, I m pissed and will leave this "service". Guess I m just old fashioned, but I expect some help when I pay for a product. Is there a way to…
Greetings, This is Ted from Hashsnap, a master reseller in South Korea. Recently, Pipedrive changes Korean translation of many crucial terms in Pipedrive; for example, Person: it used to be '인명', but now it's '고객' Deal title: it used to be '거래명', but now it's '이름' Many Korean customers complained that these translations…
All our users are having issues with pages not refreshing in pipedrive. When hitting "inbox" as an example the page is blank until refreshed with the browsers update. This happens all the time. Furthermore: I cannot click "chat" with customerservice anymore - the link is just dead. I cannot click contact customerservice…
Hello, I want to know how I can mare and date emails as sent. When I do it in the activity spreadsheet view I can add an email sent column but it wont let me add the date
I almost exclusively use Groups and would like that to be my default view instead of phases. Is there a way to do this with a template or automation?
Hi guys, I would like to vote for a SmartDocs improvement. This is my tip. What do you think? Now I can put the Product Table in my offer template in the current SmartDocs. But in that case all the products of all categories are in one table on one place in the offer. I would like to have the way that I can insert the…
I work at a job now where I sometimes also have to interact with Hubspot. What an awful experience that is, and Pipedrive is miles ahead from a usability perspective. Kudos to Pipedrive for creating a CRM that most of the time I enjoy using.
We had 4 lost reasons. I changed the name of the same existing lost reasons. Basically just translation changes. I did not delete or add anything - just changed the existing ones. Now in reporting, the old wording stayed there with its old values and the new translations appeared as if these were NEW lost reasons - but in…
I have a need to track projects through three phases of lifecycle. I mainly need to get a quick view of which projects are in which stage. I also need a "home" in which to keep notes and record a handful of data points per project. I have no need to track detailed tasks. Will I regret creating a three-stage pipeline for…
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