Hello, it would be awesome if imports didn't remove the previous multiple choice options from a contact and only add the new ones. For example, at the moment I have a contact with "A" and "B" below a multiple choice field. If I import the same contact with another option "C", "A" and "B" will be removed and "C" will be the…
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.
para ter um correto controlo de trabalho da minha equipa, era importante conseguir exportar em excell a visão geral de um usuário, conseguem fazer esse melhoramento?
First off it's great that we can export reports from insights into excel/csv, but it's clunky. You have to click into each item on a graph to be able to get info and export it from there. There's a table right below the graphs that literally has ALL OF THIS INFO already organized but that can't be exported for some reason.…
I saw a previous post where someone had experienced the same issue as im now facing where the Deals that have been imported all have me (the importer) listed as the Owner. The solution mentioned was to copy and paste the Contact Owner field and map it to the Deal Owner. Is there a quick video showing how this can be done?…
We up-load an excel import of our deals for the month ahead and these are spread across 4 owners. When we upload we map it correctly, in the test it looks correct, but when they appear in our deals list they only appear under my name (the importer.) Is there any trick to ensuring the 'owner' field is mapped correctly?
Hey Pipedrive Community, I want to share a tool that's been a game-changer for me and my clients when it comes to: building data pipelines, building advanced BI dashboards, creating periodical backups of Pipedrive data Coupler.io simplifies data integration, allowing you to effortlessly build pipelines between different…
Can't believe this isn't possible and seems like it would be a critical feature for anyone selling to SMBs
Hi team, We've had an idea from a member of our team which we'd appreciate to be considered → If we can get automations to trigger from an import then we can map deal stage changes to the direct import which removes some manual steps of someone having to go through 5 filters and manually bulk edit deals to sit within the…
Please can you set up the ability to export reports (i.e. Global Dashboard) according to a schedule to the rest of your team. Triple Whale does a good job of this. You choose the report, schedule/time, and recipients. You can then choose format. At the moment, I have to download the report as a pdf and send to the team…
It looks like you're new here. Sign in or register to get started.