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),…
Hey Pipedrivers! 👋 I’m Jenna, your go-to Customer Success Specialist here at Pipedrive. I’m excited to share some quick tips, best practices, and Insights to help you and your team get the most out of Pipedrive. Today, let’s talk about something that can truly set the tone for your success: your daily CRM routine. Check my…
Hi everyone, is there a way to view the workflows set up by another person? And/or a possibility to set up workflows so that they can be edited by other users. Thanks for your help!
Anyone have or use a solution to fill out PDF forms/applications with Deal and Contact data? These forms are fillable pdf's made by third parties. Best case scenario, we would be able to prefill the forms and then send it to the client to fill out a remaining portion, sign the form and sometimes make a payment by ACH.
I am looking for a pipedrive exert who can help me setup my pipedrive for real estate wholesaling. Welcome any recommendations. I looked on Fiverr but didn't find anything specific to pipedrive.
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…
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?
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