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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- Follow our Learning topic for a one-stop-shop of curated knowledge about Sales, Marketing, Pipedrive, CRM and everything in their orbit.
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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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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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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)
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