I want to delete/reassign an email associated to a specific deal erroneously sent by someone else no longer working at the company. Is there anyway this can be done at the moment?
Hi all! Does someone know if this affect the conversion rate for WON: We change the status to WON After that we change the status back to Pipeline We must use the same deal number - cannot change it as we need the same deal number for internal use Thanks! //Ari
Hi, What are the best ways to create tailored reports in Pipedrive for specific sales metrics and KPIs? I need help in leveraging Pipedrive's reporting capabilities to create customized reports that showcase the specific sales metrics and key performance indicators (KPIs) important to my business.
Hi all, up until recently, when were sending out an email template from within a deal, the template would autofill the PERSON fields with the data from that deal. Now it has changed to the data from the email address contact. As an example, we are a car broker sending our client information out to a dealer. Now it's…
Does anyone use pipedrive for credit collection followup and control payment compromise agreements for customers?
Всем привет Подскажите официальных партнеров в Украине
I noticed that the search in Pipedrive does not search for text inside activity notes. However, it appears text inside of a note does come up. Is my experience correct? If that is the case activity notes should be a separate note if you want the ability to search in the future? Lastly, are custom fields searchable yet?
Hi there, I would appreciate if w/ all the tutorials also comes explanation of what you can do in different modes/plans- I already watched the ,,Choose the best plan for you" anyway, it would make sense to mention these informations in most of your posted courses or adding a note into each intro- what can be done with…
I'm sure most businesses need to know that the date that a product has been sold, and I am surprised this basic level of information is not included in Pipedrive. Ideally we want to run reports on products sold (by type) that week. It would also be good if the product notes could also pull through on the list view. Thanks!
Hello, If I am importing organizations into pipedrive, there are 2 fields that are important, namely "name" and "address", is it possible to replace "address" with a custom field ( e.g. "VAT" ). Thank you for your reply. p.s. it has the same effect on the merging of organization contacts, I would need to merge by custom…
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