Hello! I am wanting to track any deals that come from events we run with partners. Easy enough to add a tag "Partner Event" or similar to a "source" data field, but if I want to add a tag for specific events what is the best way to manage that? Initially it would not be an issue, but eventually we would have an unwieldy…
Saludos a todos, Quisiera saber si se realiza algún evento de Pipedrive en Latinoamérica donde podamos establecer conexiones, generar nuevos negocios e interactuar con otras personas en este mercado.
Use an execution date or end date instead of the start date in projects for planning! This way, we can easily plan by, for example, saying that a certain task should be completed 2 weeks before the end date. Would really help because we work towards and end date and every project has a different time line.
I'm having the same issue as mentioned in the discussion linked below. https://community.pipedrive.com/discussion/9455/microsoft-teams-integration Does anyone know if it's possible to stop the teams meeting style turning to the times new roman like it does currently?
Pipedrive automations only have due dates for automations but a date range feature is desperately needed. I have an automation rule to create new activities for my deals to indicate "Event Days" for each deal, but I need the deals to reflect the date range of the deal instead of a due date. This is important because I have…
I'm looking for a simple solution (ideally, built-in to Pipedrive) to keep track of who is participating in what events our company hosts and/or attends. Any recommendations? Here's one idea/concept we're exploring: * Create a separate "Events Tracking" pipeline for tracking all events, with appropriate stage names that…
SMBs (small and mid-sized businesses) are a pillar of today’s economy. They provide jobs, power economic growth and drive innovation that positively impacts our lives. They’re agile and adapt quickly to changes in the market, making them resilient to economic downturns and well-equipped to deal with uncertain times.…
Small and mid-sized businesses (SMBs) face challenges that can impede their growth and success. Here are some of the most common and how you can tackle them: Limited resources: SMBs may operate on a shoestring budget and have limited access to capital, technology and human resources. One way to tackle this is by…
Small and mid-sized businesses (SMBs) are crucial to today’s economy – so much so that they’re often considered the backbone of economic growth and job creation. According to the SBA Office of Advocacy, SMBs make up over 99% of all businesses in the United States alone and are responsible for creating two-thirds of net new…
EDIT: this session has closed; thank you all for your interest. Hey there, community members 👋 Helena from Pipedrive's Research Team here with some exciting news! We're thrilled to announce our upcoming Generative AI Hackathon, and we'd love for you to participate in it. As our valued partners and customers, your input is…
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