We'd like to create complete dossiers per deal after completing one, saving it outside of PD. * All fields * What & when activities were done * What notes have been made * E-mail traffic * etc... Basically everything we've done to complete the deal should be possible to export as a whole. Somebody outside of our company…
I must transfer a historical conversation record to a new lead for customer follow-up.
I need to bring an old conversation record to a new lead for follow-up costumer
Hello, As far as I understood there should be the ability to set the probability for each deal separately. Unfortunately, I cannot find the field or button for it. I am the admin and the only user in the system. Does anybody know how to fix it? Thanks!
Any idea why my document in smart docs does not display the footer items when downloaded as a pdf or shared in pipedrive as a pdf? The document was created in google sheets.
Hi all, First time poster !! I'm hoping to find a way to use the Insights reports to identify users of our PD that are NOT keeping their activities and next steps up to date for deals in later stages of our pipeline. I've managed to create a filter that identifies these deals (Either no next activity, or Date of activity <…
I accidentally bulk deleted my overdue activities on all my deals. How do I undo this mistake? Either by a bulk method or by recovering individually in each deal?
I have 2 days left on my free trial of the Essentials Plan. When I went to subscribe it tried to charge me $133.90 and said this was a reoccurring monthly charge? The monthly plan for Essentials shows up as $21.90/month. The annual plan shows up as 14.90/month. If I select the annual plan, it wants me to pay $1300.80? Can…
Hi, I have just noticed the deal view is full screen and very unsatisfying to view. Is this new and is it possible to change back? Thank you Adam
I'm trying to setup a Lead Auto Assignment, however when I test it with only my customer field (single choice), it will fail (show not assigned in the history tab). When I try it with a 'default' option, like Lead Source = Web Form, then it works instantly. I've tried changing the name of the field, encase it clashed, I've…
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