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need to clean out activities in bulk. have multiple new years and veterans day entries
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Bulk Editing Next Activity Date
Hey everyone! Really excited to be here. I can feel this platform changing the effectiveness of my sales process already. I am wondering how to Bulk Edit the Next Activity column within the list view of my pipeline. I see how to bulk edit other categories, but for some reason I do not see anywhere to bulk edit an…
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Leads: How can I change the lead owner for ALL LEADS at once?
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Hi Everyone, i want to know how to do a masive actualization of Deals, chainging the Funnels they ar
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Hello, I try to clean my pipedrive and i w ould like to remove all my prospects that are not linked
Exporting/cleaning all prospects that are not active
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Leads Inbox Improvements: Filters live for all users!
We have released basic filters support to all customers using Leads Inbox. You can now: * use 5 pre-defined filters (Leads added more than 3 months ago, Lead with a linked contact, Leads with email, Lead with phone number, Leads with value) * add filters as favorites * filter by users and teams in "owners" More to come,…
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How do I mark a contact "do not email"?
I have some legacy contacts in my system that are no longer with the current organization. I want to do an email to my contact list without having to manually select all of the contacts. Is there a way to mark a contact as "do not email"?
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How Clear all Leads ?
Hi guys! i Want a help with u, we had made a import of an excel with a lot of trash, now we have an 2k in leads and we need to clear, exist a form with clear at once? att, Douglas Flores
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Is it possible to bulk postpone activities?
Hi, In the Activities tab, you can select multiple Activities and assign them all a new Due Date, which will be the same for all. However, is it possible to bulk postpone them? For instance, let's say you have: Activity A - Due Date: 03/04/20 Activity B - Due Date: 17/06/20 Activity C - Due Date: 20/12/20 And you bulk…
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Bulk editing fields from other views
I would suggest ability to bulk edit organisation fields, when you are in list deal view. Today, my use case was: export all contacts, that are under organisations, which have deals in these stages of pipeline Since there was no possibility of bulk editing, first I created custom field for deals, did filtering and bulk…
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How to make Bulk Transfere from one funnel to another funnel
How to make Bulk Transfere from one funnel to another funnel
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is it possible to bulk edit an activity like a mass snail mail
is it possible to bulk edit an activity like a mass snail mail
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Adding activities in bulk🤔
Hi all 👋 I need to add an activity to ALL deals in a pipeline but can't find a way how to do it. Any ideas?
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Moving Activities Forward In My Calendar
I am trying to figure out if there is a way to move activities forward in my calendar en masse. For instance, I currently have 19 activities listed for March 9th. Here we are on March 17th, and I'd like to move all of those activities on March 9th forward to March 20th. Is there a way to do that without going into each…