Sorry if this is a duplicate but I couldn't find the response I needed so I am posting a new one. I have a bunch of contacts I want to bulk convert to leads however I can't find that function. I tried importing into the leads inbox but the records were just merged with existing contacts and no new lead was created. I can…
Our office manager wants to be able to download pdf copies of proposals even if not all parties have signed yet. Why is this not allowed?
Revenue Forecast for Both One-off and Subscription Products in One Report For companies that sell both one-off products and monthly subscription products, it is very important to see probability weighted revenue forecast for both products in one report. Is there any new feature or trick to support this demand??
I have 35 question I require to be answer throughout the sale process before the deal can be converted to Won. How and where do I put these questions so that the entire team sees them for each of their deals? Once the deal is one how do I move this data to Basecamp for notes to the project?
I'm with a mature startup and by policy we comply with regulations regarding company that are publicly traded. So we carefully control the installation of software on our users computers. And that would include software installed via PipeDrive marketplace. So my request is that we can turn off the MarketPlace option…
Is it possible to disable the confirmation popup question for deleting an e-mail?
Here is the error we are getting: Failed to create lead, error message: provided dataset is not valid, error_info: Custom field validation failed. Error: Expected values of multipleOption field to be numbers. On the website this field is a dropdown. The option names in the website and in Pipedrive match. Any help would be…
Over time I've found some of the lost reasons I originally created have started to be used incorrectly, so I'm streamlining my list of options. As part of this I want to remove certain lost reasons, but wouldn't want to delete that data from the underlying records - i.e. I still want to see those lost reasons on my stats,…
One of our team has logged in but the side menu he can see are different to the rest of the team. He does not have options to see Activities Email Projects Has anyone else experienced this and how can he resolve? He has already logged out and logged back in but no change. No other settings have changed and he has not…
I want to append a large bulk of Deal records using a CSV file, but when I upload the file, it tries to add the appended records as new deals instead of updating the existing records. Background: We are appending a large group of records with a "0" in a custom field for a tracking project. Because we are doing a large…
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