I'm looking for a simple solution (ideally, built-in to Pipedrive) to keep track of who is participating in what events our company hosts and/or attends. Any recommendations? Here's one idea/concept we're exploring: * Create a separate "Events Tracking" pipeline for tracking all events, with appropriate stage names that…
HI! I am on the road working with my reps most of the time. I am rarely in front of my computer. I need to be able to printout funnels in the way they display on the site. By stages. Is there a way to accomplish this?
Why Won label is green (normal) but Lost label is transparent ? can we changes for Red ?
Hi guys! I have entered in Chinese Yen as my currency in each deal however, on the pipeline summary it shows USD. Is there a way to make the default currency for the entire Pipedrive application Chinese Yen? Thanks :)
Good afternoon, We are attempting to start loading in products to our new pipedrive instance. I have 2 questions about products and how to set them up. Pricing Setup We are in the insurance industry and have products that have multiple "levels" (called benefit levels). When setting up a product, It appears I only have the…
Would anyone know if there is away to manually change dates on pipeline data entries? Reason being is, we have deals and proposals that we got before we started with Pipedrive and I want the reports to be accurate.
What I am finding is if I use a merge field such as the company name across multiple smart document templates that I have created then all templates appear to be the same document in the template chooser. This is inconvenient. Anyone else have this issue?
Example: 1st Drop down list is "Manufacturer", 2nd Drop down list is "Model" and model list changes based on which Manufacturer selected. Is this at all possible.
Hello everyone, I would like to track in my insishts the % of no-show on my appointments. Is it possible to do this? With custom fields?
Newbie. Just set up Pipedrive and connected my Gmail to the inbox and synched last few years. What a mistake. I've unsynched and removed the connection with my Gmail for now but copies of all synched mail are still in Pipedrive and can only select 50 at a time (out of 58,000) to archive/delete. Is there a ticket I can file…
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