I cannot attach files. the file attached dissappears after attachment
The name says it all. Please add the ability to attach a file to a lead, the same way we can in deals. This is a huge roadblock.
In TREATMENT, I upload a .pdf file and it loads, but it doesn't save in the CRM. What I did recently was change my email address for my main account, but the change was accepted. My main email address was yesus3310@gmail.com; I recently changed it to jesusmanuel.teasegura@gmail.com. What should I do?
I wanted to check the options to mass export all the files from Pipedrive and store them on a drive. When I export files in Pipedrive the export file contains the download link and this is a manual process as I have to use each link to download the files one by one which is time-consuming.
Could we get the ability to add an image(s) in a field which can show up in the pipeline and list view as well as an option? This image could be a small image as a thumbnail and be linked to an image in the file area of that project.
The ability to preview and get a glance of the files and photos we have on a deal is something we really need. Anyone else wishing for this?
Whenever I use the PipeDrive Smart Docs feature, I export my document as a PDF. The algorithms used though create a massive 2500kb pdf file (probably because of a large image I use), then I have to go into adobe acrobat and save the new pdf again as a "Reduced Size" PDF to get the file size to a more reasonable 359kb file.…
As a : Project Manager I want to : be able to add some file from Google Workspace lije Google Docs) on the project management In order to : keep compatibility between Google Documents and Pipe Drive in project Management Note : having the possibility to add file from an hyperlink would be enough (or doing just like it is…
Will be nice to have OneDrive integration to have not only for Documents (template), but also for any files, like attachment. For Google it is possible, why not for OneDrive?
Hi, I'm working with files, uploading mainly PDFs, and images to Products and Deals. I have to say that the feature is quite nice, but lacks of a simple basic : categories (or labels)! Could it be possible to create customizable categories (or labels), just as we have them for Smart Docs and all other Pipedrive's sections…
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