Is there an option to add a contact to various organisations?
Hi I sell a lot through partners and would like to have the same contact person both be on the Partners Company and the Customers, The sales person differs from case to case., eventhough same partner eg. . BUT is this possible? To day I use a custom field for source (Partnername), but that was meant for company name level.
Hi @Roadmap Tech & @Customer Success teams, Declaring Company A as “Parent Org” to Company B automatically makes Company B its “Branch”. This is a 2-way relationship. This is cool! Here's my issue: Managers have Secretaries. I’m interested in having a 2-way relationship between Contact A and Contact B. So that when I…
I mean: if I send an email and put a colleague in cc, I don't want my colleague to be tracked, I am only interested in knowing one of the destinataries opened it. If the email is tracked also for the people inside the sender company, it looses functionality... but may be it is not in Pipedrive's hands
Hi! We want to do lead generation with website tracker. Can we have multiple sites and see which site tracker is used? Martin
I can't seem to access any of my contacts, activities or anything else in pipedrive - anyone know whats going on?
Hi everyone, I just re-recorded my guide on how to get started with Pipedrive, intended for anyone new to Pipedrive and not sure where to start: 0:00 - Introduction 1:04 - What is Pipedrive and how is it different to other CRM's? 3:20 - Navigation 5:56 - How information is organised in Pipedrive (Org, People, Deal, Lead)…
Hi there, when tasks goes properly live in January, will there be plans for a gantt view and will that data be exportable? Really excited about the PM toolkit dev. Keep at it!
How do I do this? I don't want to manually enable email tracking for every email I send and risk forgetting. I read here that the next email will carry over the last email's tracking selection, but that is not the case. There has to be an "auto/default enable email tracking" and link tracking for that matter.
Any way to have a report, or have the ability to run a deal report that would associate the participants on a deal up to the Org, so I can see how many deals are associated with the Org.
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