I wonder if this is possible : When I send out a group email, I would like to bulk edit the tagged people tasks as completed and at the same time create a new reminder task in the future at the same time during the bulk edit. Is this native to the bulk edit tool ? Otherwise I have to manually open up each task one by one,…
I am an organization leader. Can I create a bulk webform for my whole team? Specific to each of my sales reps? Like the following: https://webforms.pipedrive.com/f/5VLE7oQfQkwIxz11OkyeSsVcH48hrCKXcKbdw8z4DuvVlZRRX0rJttNJbdmizsJNOr Thank you
Shift-click to select multiple items (Activities, Leads) CTRL+Enter and CMD+Enter to submit/save (Send Email, Save New Activity, Add Deal, etc.) Type date and time freeform rather than having to click the calendar then type time
Hello, it would be a great update to bulk-remove every follower (except the owner) from person / org entities
Could the ability to send a Group Email (not Campaigns) be decoupled from the Bulk editing capability? Our internal security team recently had us turn off bulk editing, to better control our data (and since Pipedrive emails our Legal rep weekly about this "high risk" feature being turned on). Almost immediately, we heard…
We utilize and appreciate the security emails that inform admins when a record was exported or deleted. This allows us to monitor and track when folks export and delete, instead of turning these features off for Users. Our internal teams are asking us to lock down bulk editing, since these are not included in the security…
i just imported 355 contacts. how do i bulk export them to leads?
Stop wasting time on manual data entry! Discover how to automate lead creation and automate deal creation directly within your Pipedrive CRM. This simple yet powerful technique uses custom fields and workflow automation to streamline your sales process and boost productivity. This method leverages a custom field to…
Simply put— we need to be able to bulk edit Leads and make changes to Lead/Deal fields!
Hello - Is it possible (or can you please make it possible :-) to do a bulk transfer of deal ownership? For example, I am taking over a sales territory. The current owner of those deals is moving into another role/territory. He has several deals and I would prefer to transfer them all at once to me if possible. Thanks!
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