I want to get a notification, or trigger an activity, for People or Organizations for which I haven't had any interaction with for a set number of days. For example, if there's been no communication with a specific customer for 90 days, I'd want to get an alert to act on them. Pipedrive used to have this feature in the…
Hi! We have a request to be able to pre-fill fields on demand. I.e. there is a fee, or a clause that we always want to be a certain way so that it would reduce time spent on creating a deal as the value is set, let's say at $500. Now, there can be exceptions, so then the field can be edited for, say, $450. But, until this…
All of my current activities have been deleted. This happened once before and I had to go to my deals, check their emails, and set up the activity again. How can a mass activity delete happen?
Hi Team, It would be great to apply lead labels within filters (unless I am mistaken). I appreciate there is a "label drop down" however it doesn't substitute for full filtering functionality. Any suggestions?
I've realised that for many Sales Inbox emails I've synced to Pipedrive, they aren't matching to the Deals. So I've then gone and looked at the Deal and then either the person I've emailed isn't linked to that Deal ... or the person is missing their email address! Question - my feeling is that emails are only automatically…
Bonjour, "Oups ! Le message suivant s'affiche lorsque vous cliquez sur ajouter une personne ou une organisation : Something went wrong" L'assistance ne répond pas depuis 30 minutes environ lorsque j'ai signalé ce bug. Idem, lenteurs lorsque je souhaite ajouter une affaire. Quelqu'un d'autre est-il confronté au même…
Hi can anyone tell me if there is a way to automatically record an activity as done once you have say created and sent and email. I would like to track how many emails I am writing without having to then go and created the activity and set it to done.
Hello there, we are supporting customers over a time frame of 7-13 months. We support private customers for our business partners. A deal is the customer experience of a private customer over the given time frame. Part of the support is done with little questionnaires that are filled in in pipedrive activity notes. The…
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…
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