WebSep 24, 2024 · The connector can also bring all custom fields with a simple switch allowing you to build reports and interactive dashboards that include these columns. 2. Data Quality Pipedrive has a great “merge” feature that allows you to merge duplicate people or organizations but it requires human input. WebMar 13, 2024 · In this video, learn how you can set up products in Pipedrive to add more detail to your deals and reports. Products don't just have to be physical products,...
Pipedrive CRM review: Pipedrive pricing and competitors - TechRadar
WebApr 15, 2024 · This was made famous by the one and only Jordan Belfort (Wolf of Wall Street) played by Leonardo Dicaprio. In the scene he asks his new sales team to sell him … WebMay 16, 2024 · Reporting out of Pipedrive. Pipedrive allows you to do basic customization for your reports by changing the fields you use to filter, measure, segment, and group … red collar treats
Pipedrive Reports: How to Customize and Leverage Your Reports …
WebJun 12, 2024 · Viewing your activities performance report. Your activities report will show you the added activities for this month by default, but you can adjust and add more … WebCustomize your dashboards. Teams need fast, intelligible analytics to master the sales metrics that matter. Create, customize and filter visual sales dashboards to track … WebWanted to create a custom report based on custom field. As I was on the Advanced plan I saw a disabled section "Custom field" with the field, I wanted to filter on. So I followed the call to action and upgraded to professional. Now I cant select my custom deal fields. Neither in the filtering conditions nor in the segmentation dropdown. red collar sold