I work at a job now where I sometimes also have to interact with Hubspot. What an awful experience that is, and Pipedrive is miles ahead from a usability perspective. Kudos to Pipedrive for creating a CRM that most of the time I enjoy using.
We had 4 lost reasons. I changed the name of the same existing lost reasons. Basically just translation changes. I did not delete or add anything - just changed the existing ones. Now in reporting, the old wording stayed there with its old values and the new translations appeared as if these were NEW lost reasons - but in…
I have a need to track projects through three phases of lifecycle. I mainly need to get a quick view of which projects are in which stage. I also need a "home" in which to keep notes and record a handful of data points per project. I have no need to track detailed tasks. Will I regret creating a three-stage pipeline for…
II am a commercial real estate broker. I find many properties for sale and i send them out to my developer clients. We call it a property survey. I wand would like any feedback on how I can keep track o properties i amf the s am a broker in commercial real estate and need help with keeping trac of propeAttac. thank you!hed…
If the label field is moved to a different place in the organization details view it later moves back to the bottom of the list on it own. this has happened twice now. The label field does allow for it to be moved when the reorder fields function is selected, it just doesn't stay where it is put for some reason. Would be…
Hello All, Would not it be great to also have "cumulative total" view for Subscriptions under Revenue Forecasting? I have to add all months subscriptions (payment, invoices, etc.) by a calculator at my hand : ) Thank you, Umut.
Hello guys. May be someone got an experience creating the cohorts in PD?
Hi My colleague (with a Pipedrive account), created an activity with all needed information (as location, guests, description, contact, organisation...). We have the two-way sync, with "entire company" visibility. I accepted the invitation for the activity (as I am a guest this time), however: on the activity showed on my…
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
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