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multiple orgs for contacts and/or deals
hi, it would be great if contacts and/or deals could be linked to multiple organizations. i have run into several scenarios where this would be very helpful. we have to reach out to various community groups to provide updates on cell towers that we are developing in their areas. often these folks straddle two different…
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Is it possible to know if a contact is from the Prospect tab?
Is it possible to know if a contact is from the Prospect tab?
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When I create a new contact, the Job Title appears as a new Contact as well. E.g. if I add Elin Hau
When I create a new contact, the Job Title appears as a new Contact as well. E.g. if I add Elin Hauge as a new contact, with the job title CEO, CEO appears as a new contact. Why, and how can I remove this bug? It creates A LOT of extra work...
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why can't I add new contacts to my database?
why can't I add new contacts to my database? the button is non responsive
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What is the best way to deal with people that switched companies and you want to preserve the all in
I am currently dealing with the situation what to do with contacts in pipedrive, that are not relevant or that are working in another company right now. My key demands are: - keep the communication from the previous company (ideally in the same contact's detail page) - keep the information that the person was working in…
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Importing contacts and automatically sending emails
Hi, I've created a workflow automation so that cold leads added to my contacts automatically receive a template email. It works when I manually add contacts, but I can't get it to work when I do it by importing contacts via a csv file. Is this not possible or am I doing something wrong?
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Is there a way to filter the contacts by recent contacts.
Is there a way to filter the contacts by recent contacts.
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Grouping contacts
Hi, I want to create contact predefined lists in order to then group email the entire list a template. I've been searching for a while for this one, as currently I manually select people and then send out the email which is a pain/keep missing people. Is this possible in Pipedrive?
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Trouble when entering a phone number
Hello all. I'm deploying a pipedrive for a client and there's one thing I don't understand, let's see if I can explain myself and you can help me. When creating a new Firm (Empresa in spanish) I need to include, in the first form, the phone number of the linked person, not the phone of the firm, and all phones must be…
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Hello! Anyone knows how to erase a list of contacts? I am only able to erase them one by one! Thanks
Hello! Anyone knows how to erase a list of contacts? I am only able to erase them one by one! Thanks!