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?
I need a report where the business comes out and the products related to that business. In the company in which I work we have different commission percentage per product and to calculate the commission I need to report all the businesses and the products of each business. Today it only has the business and the total of…
Hello everyone, I want to add documents using automation, and this is currently impossible on pipedrive. I'm sure there will be an application that will be useful for many companies like me. Good Works, Best Regards.
How can I add saved snippets in my emails on Pipedrive? The email templates would not do the job.
I have had this ongoing problem with records being shown as Hidden in the merge duplicates section. The case has been closed out by customer support at least twice and it is currently back open for the 3rd, possibly 4th time. It seems to get closed out by customer support randomly. This is not usual for pipedrive support.…
Has anyone figured out or have ideas on how to track in the CRM tool a deal like below? We get a multi year multi million dollar deal and within that deal will be smaller deals that draw down on that money. Without going back to the original deal each time and reducing the value is there a better way?
Is there any way to copy the contents of a document and say create a fresh letter or quotation with a new date and reference number
So the order of this deal would be "Pizza Hut" then "Pizza Hut deal /ref" and then "Craig David". Is there a way to be able to reorganise these little rectangles? Thanks, Brish🤗
Pipedrive is a subscription business...yet this section doesnt adhere to GAAP Rev Rec rules at all. Yeah, I know its not an accounting system. But it sure would be nice to be able to spot check compared to our MRR. As it stands this "feature" has been completely broken since its beginning.
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