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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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Searching by state
How can I search for companies by state or be able to create a view that has my region as I manage TX, OK. LA and AR. I come from a SalesForce user background and used the views and reports functionality a lot. Any help is appreciate as I am doing outbound prospecting. Thanks
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I have saved filters and starred them as favorites and PD keeps losing them. Please advise.
I have saved filters and starred them as favorites and PD keeps losing them. Please advise.
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Team Visibility of lists
I would like my whole team to have the same view as the one i created for Contacts, organisations and deals. Meaning all the fields and columns to be the format view for my company. Filtering is not the option but rather the general view of the lists. any ideas?
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Organization Custom Filter: Organizations with (0) deals in X Pipeline
The current custom filter system in PipeDrive does not enable you to find organizations that do not currently have deals within a certain Pipeline. For example, If I want to see a list of all organizations with no deals in "Pipeline A", I'd create a filter such as this: The issue is this filter will only filter an…
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All deals with recurring revenue?
How can I see all deals with recurring revenue?
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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 can I filter for completed Activities where the Contact no longer exists?
I have quite a few old activities that don't show up anymore because the contact that was in the Person field may have been deleted. Is there a filter search on Activities or People that would allow me to identify Activities that have "inactive/deleted" values in the People or Organization field?
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Add a way to track emails on the filters. To be able to filter contacts that have opened an email.
Add a way to track emails on the filters. To be able to filter contacts that have opened an email.
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Filter by org/person creator
For statistical purposes we would like to know how many records are created by individual users. For example, we would like to know how many records a Pipedrive administrator created in 2020.
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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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The important fields function in Pipedrive is really nice. Has anyone found a way to create an autom
The important fields function in Pipedrive is really nice. Has anyone found a way to create an automation to send e-mail or slack notifications where deals are missing information in those important fields? Alternatively does anyone know if it possible to create a filter to highlight where the important fields are missing?…