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Help! How to enter Organizations and People once?
What is the best way to enter prospect information? Currently I have my team adding the Organization (via Contact drop down), but the contact information does not populate in People. How do we avoid having to enter contact details (name, address, email etc.) twice?
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Can't see new contacts
This morning I used the P shortcut and added a couple of leads just to get them off my chest. Came back a few minutes later to dig into them and add more details. I want to the people list and sorted by update date/time. They should have been right there and they are not. No other contacts have been added or updated. OK.…
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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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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!