Hola, No podemos entrar en la ficha de datos de nuestros negocios y no entendemos el por qué. Gracias, Núria
Dear Community, It seems like, after I set up an standatized signature, it will only be attached to my mails when I draft them myself. E-mails that are being send out by a WFA have no signature. Is this ment to be like this? My plan ist to set up WFAs which can be triggered by the whole team, sending out standartized mails…
Senders are sending me emails with attachments. I receive the attachments in my Outlook but not in my Pipedrive inbox. How can I fix it so I receive attachments in Pipedrive? Thank you.
Hello, I am sending emails from email address that is different from my log in address. When sending emails and inserting BCC deal address it does not appear in deal ticket Why? . How to make it work? I cannot change log in email address for inner company reasons. So the question is how to make appear send emails from…
Hi, We have an email template which we sent 2 weeks after a quote or proposal has been sent. I would like to have the deal automatically marked as lost if the deal does not receive any updates within the next 2 weeks. Is this possible with automations? Appreciate the help. Alex.
Can I remove the Pipedrive logo from the Scheduler meeting requests? Am on Professional Plan.
It seems workflows can only be triggered on create/update/delete of entities (Leads, Organizations, Deals, Activities...), but they cannot be triggered by other events. Since the event of an activity becoming overdue is not caused by a change in the activity, but by a change in the time, it seems there is no way to trigger…
Why is it that when you sign up to try the chat bot it says, "You can now capture the chat conversion URL and unfinished conversation details. You have free access to these premium features for a limited time only" and then when you toggle that option on it doesn't work? I reached out to chat support and they were…
Hi, Beginner question here. I would like to create dashboard report to see how many contacts were created during the period, how many leads were created and how many deals. All in the same graph. Is there a way? Thanks
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