Example: 1st Drop down list is "Manufacturer", 2nd Drop down list is "Model" and model list changes based on which Manufacturer selected. Is this at all possible.
Hello everyone, I would like to track in my insishts the % of no-show on my appointments. Is it possible to do this? With custom fields?
Newbie. Just set up Pipedrive and connected my Gmail to the inbox and synched last few years. What a mistake. I've unsynched and removed the connection with my Gmail for now but copies of all synched mail are still in Pipedrive and can only select 50 at a time (out of 58,000) to archive/delete. Is there a ticket I can file…
Hello, I use multiple currencies in my business and when I add this report it only shows it in USD, how do I change it to another currency?
I have 3 pipelines for the entire selling process and I have to create weekly selling reports but I can't find the difference between close date and won date in order to use them as filters.
Are you using Pipedrive for your CSM - Customer Success - activities ? If not, which tool do you use ?
Hi I have recently added my colleagues to PipeDrive. When looking at deals, he does not have access to the emails that I have sent in connection with the deals. How can I give him access to this? Thanks TK
Mortgage Broker here. All my clients sign up to review their mortgage 6 months before their current deal ends which means that deal start date is important to me. I create a new deal with the start date (custom field) set to 6 months before the deal end date so I can contact the client to get the review underway. My…
We have a custom field with a multiple options checkbox containing about 100 options. Is there a way to export the list of options from the custom field? Also: There are duplicates on the list. If I delete the duplicates from the list will the data be deleted from the historical records that chose the duplicate field, or…
In our sales team, we are not using Activities. Unfortunately, the whole performance reporting in Pipedrive is based around Activities or Closed deals. For us, the measurement of work is the number of Notes. There is one report counting Notes, but it is only counting Notes when written to a Person. We write Notes to Deals.…
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