Is it possible to create recurring activities?
Hi - I'd like to add a note to my project to serve as the "Project Brief" and want to pin it at the top so it's easy for my team to locate. Can this be done? Thanks.
Sinto falta de editar o acesso dos usuários ao botão "Gnaho" do negócio. No meu processo de vendas é o financeiro que irá validar se o negócio foi fechado. Mas atualmente os vendedores estão com este acesso e apertam o botão quando acham pertinente. Dia desses um cliente enviou um agendamento de pagamento, como se fosse o…
Hi there, When creating email campaigns, we're attempting to exclude deal participants to ensure we don't market to people that are within an organization who are in certain pipeline stages. I don't see a filter for 'Participants' in the email filter tool, either under 'People' or 'Organization'. Is there a way to…
Is there a way to have Multiple Insurance Policy Numbers for Same Customer and not opening many deals?
This discussion was created from comments split from: Welcome to Pipedrive Community 2.0!.
I would like to know if Pipedrive can show me a timeline of my projects with the subtasks.
Under Deals Endpoint, there is "List all persons associated with a deal" endpoint. According to the API, pagination is supported for this endpoint but when I tried at my end, pagination is not working properly. I am getting the duplicate data through pagination. So, could someone please look into this?
Pipedrive is a great tool, it needs a few additions that will improve the UX. Deals / Projects are completed by Multiple Team members. It's never 1 person's show. Now that we have multiple team members involved then we need all their contact info available as part of the Deals / Projects / Email Template For Customization…
Hi, I've been trying to find a solution to this problem, but so far no luck. I would like to lock or precisely give to my contact a first name and a last name so that when I do group emails they don't get mixed up with middle names, and double barrel last names. F.ex I have quite a few contacts such as John Van der Smith,…
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