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Thousands or millions toggle
Most of my contracts are either 10s of 1000s or millions. It would be great if I could either toggle per pipe, or even universally across PD, so every deal is listed as, for example "$1.2MM" or $1200M" instead of $1200000. Right now my shorthand is to have every deal in MM so I have deals from $.02 ($20,000) to $2.4…
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Campaigns link click throughs
With our previous email provider we used to get a full break down of who had clicked which link in an email and could then export that data to create a 'call list' for sales to work through interested people. This information is buried within a person view and not easily accessible for this purpose.
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What is the best UX/UI way to log all mobile phone call activity?
I have a small outside sales team. They are all iPhone users. We recently launched Pipedrive to 3 of the 8 members. I expected that Pipedrive would prompt us to log an activity for both in and outbound calls. I see now that w/ iPhone Pipedrive doesn't do so for inbound calls and the outbound must be started from the…
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I have 3 power seats, can I add 1 essential seat with a projects add-on?
We are using 3 power seats, and would like to have our customer service colleague to use a cheaper plan with only access to projects. Is that possible?
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New: Updated Archiving for Leads and Deals
Managing deals and leads efficiently is key to staying focused and closing more sales, and now you can archive deals, ensuring you keep a clean workspace for the opportunities that matter. The option to archive leads has also been updated so that behavior is consistent for both leads and deals. Highlights: Archive paused…
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Re-enabling Auto Reply reception
We used to regularly cleanse our data by removing people from our database who had set up auto replies if they had left their role. But now for some reason Campaigns has chosen to filter out auto responses so we are unable to do this. It would be of great value to our business to have them back or at least have the option…
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Default Font? Abnormal formatting / spacing?
Has anyone had any luck setting a default font for email? I prefer the Sans Serif font as it matches our business aesthetic. However, the automated field (i.e., First Name) is in a different and bold font when the email sends. This mismatch in formatting and font seems unprofessional and sloppy. There are also specific…
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Partner Program Team: How do I find the referee emails to start the implementation?
We now have a new source of Pipedrive leads who became paying subscribers directly via our referral link (previously, they typically signed up through Calendly with us). We need to reach out to them and launch the implementation package[1] as a result of signing up with us. How can I find the email of a company that…
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Summary for the Day - Pipedrive email question
Does the Summary for the Day email include overdue activities? It doesn't seem like it but I need to know if I missed something. I have all the boxes checked to notify.
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Problems with Setting Up Campaigns
Hi everyone, We have a list of a few hundred contacts that we contacted and whom have consented to us emailing them. We're now trying to upload these contacts so we can send them a campaign except everytime we do this, it is automatically uploading as "unsubscribed" tag. If I'm correct, shouldn't it be "no consent" first…
