How can I import an excel in which organisations have multiple people? For example organisation X has person 1, person 2 and person 3. How do I map this excel to import it? Right now I can only figure out how to map 1 person. But I cannot map the other people. Please help!
I would like to send monthly emails to existing customers (newsletter type of the product they have), my knowledge of the platform cannot quite get over the last hurdle. The best way i have thought of so far is to create a pipeline with each stage being a month (Jan,Feb,march) so on. Then automating a Jan email to be sent…
Hi all Didn't find an answer on the Internet I want to make automation for Microsoft Teams I connected it, everything was successful, the application is also in the work area But when I go into automation, it says that there are no channels available Maybe someone knows how to fix this?
I am trying to setup an automation to add the Organization name to the end of the existing title. What algorithm do I use please?
We use deals as leads, so everytime someone fills out a form on our website, it automatically creates a deal and assigns it to someone. How can I give this person an email each time this happens so they are notified? I had an automation setup so that every time a deal is created, it sends an email from my email to the deal…
Hi, I can't figure out how to do this, but I'm sure there must be a way?!.. I have an email template that I'd like to slightly customise per lead when in a manual way (cannot be automated). I'd like to add the lead, send a slightly customised template, and then keep following up until the person responds, at which point…
Hi there, based on that pro tip, if I have an email template that gets sent via an automation, if I change that template and save as a new version does that mean the automation will use either version of the template and effectively A/B test that? Or am I being way too hopeful?! If not, are there any known tricks in…
We have a number of email alerts set up via Workflow Automation, but they are all currently under my own account. These are internal emails to notify leadership of won deals, and I would really like to be able to have these sent from a shared mailbox. What options or ideas does anybody have about how to set this up? Our…
Hey Sometimes I need to sent task to my user. I need them to send me documents according to my instructions. for example some of them have to sent me an ID and other driving licence. I have to nag and engage them again and again. Do you have an idea how to manage the document completion process in PipeDrive? maybe to sent…
When adding a custom field, I am using the multiple options as a choice, when one of those options are chosen how do I require another custom field to be required?
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