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…
Hello, I have been trialing the professional package but too large for our company and want to sign up on the essential package but can't see how and need some advice please.
I started using the trial version but I'm unable to do anything. Nothing works. I contacted support via chatbot, which keeps on a loop asking the same questions. I also tried to reach out to support via email, but I got an automatic message telling me to look for "Something is not loading/Page/tool is not loading." on the…
I am using Pipedrive's NodeJS SDK to retrieve deals. It works fine. I see that a deal can be created by converting a lead into a deal. However, the lead details or lead identifier are not included in the deal after that conversion. How shall I gather those lead details using the SDK? Thanks in advance. Regards.
Each synchronized email needs a different signature. What's the point of paying to have several emails and not having a signature for each of them?
Hello, I'm frustrated that I can't simply create a Deal filter for all deals for which I've clicked the Follow button. I just had this confirmed by Support that you do not offer this currently
Hi, I would like to push my leads coming from WordPress - Elementor to the Leads section in my Pipedrive. What's the best option to do it?
Would it be possible to implement a function for attaching files to tasks in the Project Module? Tasks can be very important and often related to finish documents, send documents, change design files etc. It would be nice to be able to attach files to tasks.
Hi all I am trying to find out where data of Pipedrive's Swiss customers is stored. Is it the UK? And where is the DC located for a possible DR? Thanks in advance for a reply. Regards, Frank
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