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Import from Pipedrive to Pipedrive with settings?
Good day, I have just finished importing from our production account to a sandbox. I forgot that your import does not copy all the settings like custom fields. Please add this functionality as an option to your import tool.
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Options for security
Hi all ! I have some questions for the community about security. Are there options to prevent sabotage, from an unhappy employee, for example? Is there any way to prevent massive data deletetion? Ho do I implement permission? For example: the manager may create and modify client profiles, but the employee may only read…
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ACTIVE CAMPAING X PIPEDRIVE IMPORTAÇÃO EXPORTAÇÃO
ActiveCamping . Posso importar para Pipedrive? Sim pode, crie os mesmos campos no PipeDrive e faça a conexção em Importar / ferramenta. Caso algum campo não venha ou vc esqueça de ter trazido, peque esse dado e coloque no excel, o PipeDrive vai identificar no momento de importar e vc faz o link Nomo <-----> Nome por…
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Transfer deals from one account to another
Hi there, Is there a way I can transfer all my deals in one pipeline to another pipedrive account? Thanks for your help