Hi, can you help me? I'm a life Insurance agent. I have upload 8k of my contacts ( husband & wife )
in my Contact in Pipedrive? [ https://scrnli.com/5cHi18e1EtskmU ] Now I have over 12k in contacts I don't know what to do? Also, I would like the Full name Instead of the contact and not the First Name / Last Name Spilt.
Everytime I send an email or get a phone call, Pipedrive creates a brand new contact that we already have in our address book, and then tells me I have duplicate contacts. This is VERY annoying, as I have merged the same duplicate contacts many many times, only to have them duplicate again. This adds time when searching for a contact, to get emails and other details, as some emails will be with one version of the contact, and others with the new one. Please fix this!
Currently, in GOALS, you can only create one report with one timeframe, and cannot create similar goals for different timeframes and different numbers.
For instance, if I create a Yearly goal for a sales person, I cannot create also a Quarterly goal for that person without having to change the period.
That could work for sales persons who have the same goal for each quarter, but it does not work when each quarter have different sales objective.
It also prevents from creating a report that shows the overall yearly target, and sub-goals under it showing the quarterly (or monthly) target, giving more granularity to the report.
Generally speaking, a performance review will need a top-down review, from the overall yearly target then go into more details to see what went well or wrong.
I don't understand why there's a restriction on the number of reports we can create, especially since those are NOT duplicates, but actually different reports with different numbers and different timeframes. As long as any criteria is different, there should not be any restriction, since it is by definition different (therefore not a duplicate).
I Hope the Pipedrive Product Team will be able to solve this Design issue soon.