Hi all, I want to build the following automation: When I switch a deal from phase "cold call" into "interessted" some custom field should be filled by the user. Is it possible to start some kind of Pop up, where the relevant data fields are shown and the user can fill them with data for example a data or something els?…
Hi I want to remove personal contacts that have synced in with office 365. This is because effectively the whole company can then see my personal emails, which are connected to that contact. If I delete them, will they then also delete off Office 365, or will they keep adding back in due to the sync? Thanks Matt
Hi, How do I get in touch with Pipedrive Customer Service? I've not been able to find an email or chat function on the website or in the app. I have an issue with my last round of billing. Thank you. Kate
We can now Group custom fields, and I appreciate this feature. However, I've noticed that we can no longer mark fields as "Always Shown." We now only have the option to either display ALL fields or only those containing data. It would be helpful to have the ability to always display specific fields, especially those we…
Hello Pipedrive community ! I can't manage to synchronise the emails for all the Deals I've created. To my great surprise, for some cases, all the emails are there, and for others (the vast majority), no email appears. I tried to compare all the files; all the information was entered identically for each case... And yet…
How do I "Sort by" my deals in a stage based on importance? The default features does not have that option.
Hi all , Anyone knows how to get human support and not the useless bot chat ? i cannot get through the bot
I am doing some time blocking with a "blocked time" activities (for personal stuff mostly), where I am set busy and the task is done. I wish to be able to quickly duplicate tasks from the calendar view (ideally with a shift / option + drag n drop).
What are some of the good things about PD? What features do you particularly enjoy. I've been liking the Group Email feature a lot lately. Some colleagues who use Hubspot wish they had that one. I often need to pose the same question to ten or a dozen contacts, and Group Email is perfect for getting that done in a way has…
I create a lot of email templates in Pipedrive for product promotions and marketing messages to send to customers. Is there any way to track how many times a template has been utilized??
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