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Customer Success
Customer Success
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๐ŸŽฅ How to customize your notifications, follow topics, and join channels in the Community.

Mass Unfollow?

Hello - I've searched and come up empty handed. Since I do a lot of the imports to contacts my account is now following all of these. I don't want to get notifications for anything outside of what I should be so I'd like to remove myself from following...however....that's a lot of clicking. Is there any other way to unfollow besides click...click....click....? I'd normally run a filter and update there but I don't see anything with "follow" ย in order to update. Thanks for your help!

Identifying current customers for newsletter?

How do you identify people in your database who are customers? For example, this would be to send email messages using Campaigns to only current customers. Do you use a custom field? Is there some built-in way to do this in Pipedrive?

Looking for Automation expert/help

Located in US, east coast - would like to hire someone to help me build out various automations. Not super complicated, but need text messages as well as email so will need to incorporate both PD and Zapier automations.

I need to understand the setups so I can manage/edit as needed. I've previously done this myself but I think an expert would be able to help me get this done faster. I'm converting from a different software and want to recreate automations we already have set up.

Looking for Pipedrive experts

Hi group,

I'm looking for Pipedrive expert (ideally based UK/EU) that can help on an hourly or retainer basis.

If that's you, please drop me a message at daniel@geniusly.ai

Thanks

Dan