Seems like you can only have one person on a lead. Would be nice to be able to have multiple contacts, as we keep opportunities in Lead status until we have a shot at it (at which point we convert to a deal). But, up until that point, we may discover multiple organization contacts (and organizations!)
Hi Pipedrive Community, I'm building a custom panel app using an external Laravel API that displays transaction data based on the contact's email address. I have the panel visible under the Contact Detail page, and I set the iframe URL like this: However, Pipedrive doesn’t allow saving the URL with {{email}} or…
My company recently moved to Pipedrive, and one thing we're really missing from our previous tool is the automatic linking of calendar events to CRM entities. I understand that creating an activity will link the activity to the entity, but I have hundreds of events on our team calendars from the past that I would like…
There are new default fields in Pipedrive. These are irrelevant to a lot of our clients and this unnecessary fields add too much clutter to their CRM. Can we get the ability to be able to delete, or hide these fields? Under Organization: LinkedIn Profile Annual Revenue Industry Number of Employees Website
It seems that there is no way for a colleague and I to "share" a contact in both of our address books if we both have two-way sync enabled. Let's make up a contact, say "Gary" that both I and my colleague interact with and we both want Gary in our Google (gmail) address books. Both my colleague and I have two-way contact…
It would be great that when you change account owner that it automatically changes all the contacts on that account to the new owner instead of having to do this manually each at a time.
Idea: Create a Tag or use several labels per contact to create a history of events/email campaign/Linkedin message and facilitate my targeting and nursering This allows you to search in the contacts according to tags or labels with "and" "or" filters
the smart data seems detached from the main data, can there be an option to push smart data to the person or organisation
Would you find it helpful to have multiple organizations tied to a contact?
Can't believe this isn't possible and seems like it would be a critical feature for anyone selling to SMBs
It looks like you're new here. Sign in or register to get started.