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I want to add live chat transcript on my Pipedrive

Hi, there! I want to integrate live chat into my Pipedrive. I want to get a live chat transcript on Pipedrive. I also trying to create a new custom field for the live chat transcript But I can't configure it. I can't show here live chat transcript field.  Can anyone help me, please?

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Conversion / Call activity report

Hi everyone,

Is it possible to create a dashboard where see those deals won who have had some call activity?

Im currently using cloudtalk.

Regards

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Connecting Contacts to Organisations

Hi Pipedrivers

isn't it possible to connect a Contact (a Person) to multiple Organisations?

Many thanks for every feedback and kind regards, Jürg

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Need suggestions for cleaning up Pipedrive.

I am looking for a way to clean up our current Pipedrive instance to reduce a bunch of unnecessary clutter.

The issue we are facing is the original process setup at our company was for the sales team to run a deal through their pipeline. When the sales team was done they would create a new deal for the accounting department to invoice. The accounting department would create a new deal for the hardware ordering department, who would create a new deal for the onboarding department. As you can see for one true deal we ended up with a minimum... (More)