Handling an organization without contacts
I have an application which requires me to communicate with an organisation, rather than a contact, using the organisation's generic email address: infor@ How do I handle that in Pipedrive? * Add the organisation as a contact? * Add the organisation normally and then add a 'virtual' contact? * A better way? Any advice…
Organisation Filter Query
Hi, I need to create a filter to identify all organisations which have not created a deal since a certain date. Once the filter works I will need to bulk edit these items. It seems that there isn't a field available for the "last deal created date" and I can't filter through the deals for this since the action I need to…
Organization Address Fields
Hi -- I'm a little confused about how Pipedrive maps from the "Complete Address" field to the "Discrete Address Fields" (e.g. Street, City, State, Zip). My immediate need is that I'm mapping addresses from Pipedrive to Pandadoc and SaasOptics, and it appears that for many organizations, even if they have a "Complete…
Billing Contacts for Organizations/Deals
Hi! How does PipeDrive designate a billing contact for an organization/customer and/or an opportunity/deal? Do we need to create custom fields at the Organization level? Or do we designate one of the connected people contacts as the billing contact? The context of this is that we're integrating SaasOptics with our…
What is the best way to store organisations with more than one office?
We are currently adding a new organisation for the different offices but for the same company so that we can use the google maps feature and add people to the right office, but this gets confusing and can causes duplicates. Any ideas how you can still have the visibility of the offices but see all the deals on the same…
Multiple site(s) for one company
Hi there all.... am i missing this, but where can i add mutiple sites for the same company? say for example head office is A but then they open a satellite office at B or a working site at C, how can i add these extra sites on? Thanks in advance
Is it possible to sync organizations and contacts from the Leads inbox and the Deals section?
Hi, We very much like the Leads inbox but since we have deals going in and out from the same organizations and contacts, is there a way to open a Lead in the Leads inbox by finding an organization that already exists in the Deals section? And the same question for contacts? In other word, is there a way to not need to…
Merge (Betch process)
How to Merge Duplicate entries with fully identical information. Ideally I need some batch process ?
Hi, I have a contact who works for 2 organisations, both of which i have deals with. Is there a way
Hi, I have a contact who works for 2 organisations, both of which i have deals with. Is there a way to give a contact more than one organisation?