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Hiding Sales Inbox for a user
Is there a way to hide the sales inbox for a particular user?
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Email Automation for a reminder of a booked activity
I want to create an automation for our booked activities. If a person has an active deal and they are booked with our team for their next call. I want an email reminder to go to that person the day before their appointment. I have attempted this so many times and it is a big mess. I want the email to come from the person…
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Is it possible to schedule in our pipedrive calendar the product billing date of the installment?
Hi everybody, I recently got pipedrive, just checked installment and the insights features, I wondered if it is possible to schedule in the calendar, the product billing date that we fill up in the installment fields? I'm thinking a way to add the installment right away and an activity at the same time. Thank you in…
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How to export multiple filter results into one spreadsheet
I would like to export multiple filter results into a single spreadsheet. Is there a easy way to do this. Thanks in advance for your help
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Changing the default 60 day eSignature expiry?
Hi folks, I have a business requirement to mandate a 5 day expiry after a quote document is sent. I believe the default expiry is 60 days and I am unable to find any option in PipeDrive to change this to 5 days. I have explored native automations, external automation apps (Zapier, etc.) but I am unable to find anything…
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exporting activities of certain contacts who have a particular label
Hi, I would like to export activities of certain contacts who have a particular label. Looking at the available fields when in the export screen, I can't seem to add a filter for label. Can anyone advise if this is possible? thanks
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Feature Request - Additional Signer Fields
Most Signature tools allow you to place two basic fields: Signer's Name Today's Date Right now we have to use Text Fields to accomplish this, it sets PD a set backward
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Bug report: one company's emails have suddenly started being synched in another company's lead
We created a lead for Company A. Emails were synchronising fine until a couple of weeks ago. Now, Company B's emails are synchronising into that lead. There's no related company connection. In our instance of Pipedrive, the 2 companies have IDs 3189 (Company A) and 4232 (Company B) The people have IDs 10635 (Company A) And…