We want our team to see a to-do list of tasks and subtasks in their activity section. While creating a template the only way to subtask items is to use the task option which means we cannot see our todo list of tasks in the activity section If we create an activity to see it in our activity section - now we cannot subtask…
In my case, organizations normally has institutional emails runs by different people over the years. For example: "sales_ABC@hotmail.com" in 2017 my contact was Megan, in 2029 George, and 2023 Peter. I can NOT change the name every time, because then we get lost on what was discuss and agree with the person before at that…
Hi! I'd like my executive assistant to screen incoming emails (to my email) and create deals based on those emails. We each have unique Pipedrive users. I want to avoid doing the initial screening and deal creation myself as I have other responsibilities. What is the best approach to this? Share a single user (mine)? Sync…
If you select more than 100 people, you have the ability to choose the first 100... but after that no assistance to select the next 100's after that. Even the ability to view 100 contact per page so I can select the first 100, send, then next page, select all, etc. NOT geared up for larger contact databases at all!
Hi I send a group email and I received a lot of blocked replies, how do I remove these contacts? is there a way for pipedrive to detect it and remove them automatically or do I have to manually remove them one by one.
We are just importing data to pipedrive to get the system ready and all "engines" running! Within 12.000 companies we have round about 100 organizations with parent or daughter organizations - some have multiple daughters. How can we import this information? I can't see an import field for "Related Organizations".
I don't want to delete the data from a "lost" pipe I built but i don't need to see it all the time. Trying to save space on the screen.
I have a specific project board that I don't want the whole team to see. How do I make that specific board so that only I can see it?
Reply Emails: I use the bcc specific deal address to sync my outgoing emails but, when the customer replies it's not showing up in deal notes or activities. Any Suggestions?
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