I know many people use pipedrive for the multiple pipeline support. However, the inability to archive old pipelines no longer in use is a big missing piece of functionality for us. There are many times in which a pipeline is no longer needed, but you don't want to lose the deal history by deleting the entire pipeline. This…
It would be great to keep a consistent signature whether I'm emailing folks via Gmail or via Pipedrive. Immediately since setting up Pipedrive, I copied / pasted my Gmail signature into my PD Signature; unfortunately, after emailing several external contacts via PD I learned that my signature became "boxed" (see below),…
We use WebForms and Email Automation as part of our prospecting. We have three WebForms set up and each one then has a seperate email automation. The automation is for the prospect to be sent an email once they have filled in a form. Its very simple. But we are having issues. The automations work sometimes, but not always.…
I would like to know if you can make 'Add products' a mandatory (IMPORTANT) field and also make the Item field mandatory for input?
Hello! Is there a way to restrict users from marking jobs as lost? Ideally, only management should have this ability, but we're finding it difficult to manage. Any suggestions or alternatives would be greatly appreciated!
I want to know how the companies of Pipedrive manage customers after they have bought from you. Do you keep nurturing them? What KPIs do you track right now? Is there some information that you would like to track?
When new variables in fields or users are added in Pipedrive, the new values are not picked up by the automations — only the ID is sent via outgoing webhooks. This seems to be a recent change (in the past few weeks or months), and it’s quite frustrating. I reported this to support, and the only quick fix they suggested is…
What does everyone think of the price jump coming next week? Assuming everyone got the same email I did, the annual subscription cost (at least for the advanced plan we use) is jumping up 60% compared to when we started using Pipedrive last year. Pipedrive said it was because of "New AI features and other improvements" and…
Greetings! We are in need of a developer or Pipedrive expert that can help us create automations and properly set up our account. How should we go about this?
My son passed away in February, last year, and I am the legal administrator of his estate. Because of complexity/complications, I was not able to learn where he had accounts or subscriptions, nor have access to his bank accounts until January of this year. Since, I have tried to reach Pipeline multiple times via…
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