Change suggestion request: I can currently duplicate a project by clicking on the duplicate function. But this is cumbersome when I do account management and I want to duplicate several deals for future forecasting purposes. I would like to have the option to duplicate it for every X month or Y quarters Z times. By doing…
Hello, I have a question on uploading data. When we are uploading date that concern existing contacts (persons) while choosing merge duplicates, we get Pipedrive to recognise that the contacts are the same and merge data for them, however we end up with two same email addresses (one under work and one under other). The…
If a lead signs up again creating an organisation in pipedrive is it possible to merge this organisational content so there is no organisation duplication in pipedrive ?
Hi guys! Is there a way to put a filter to prevent duplicate deals or people when leads come from different CRMs? Thank you
Accessing the Merge Duplicates feature 31/01/2019 When you have many different team members putting in new data into your Pipedrive account, you're bound to overlap your information and create duplicates. Since not everyone can fully know what every other team member is working on, it's an inevitability of doing business.…