I am attempting to run a report on a custom report of "Referred by" this can be for a person, company, or Deal. Whoever referees something, I input their name. However I am not able to run a referred by report?
What type of field is this? i.e. text, single-option dropdown? Custom reports only work with certain field types which you can see here: support.pipedrive.com/en/article/insights-feature
Very nice, thank you! Loved the tip about person vs deal field. That will save a lot of time. Kudos on the Pipedrive recognition. Well deserved!
Thanks Christopher! 😀
Excellent session - thanks Paul
Thanks, glad it was useful!
Really nice videos, thanks a lot!
Thanks, glad I could help!
Can I create custom object in pipedrive? I want to add new object Contracts and add all the custom field under this "Contracts" object.
I'm afraid you can't create custom objects. But you could add contracts as documents within a deal.
Thanks for the great content and congrats on your award🎉
Question: can one Integrate a WhatsApp chat onto pipedrive like we can with emails?
Thanks! Yes, there is an app on the Pipedrive Marketplace that does this: www.pipedrive.com/en/marketplace/app/whats-app-by-twilio/1ae628cd95a53f98
@@minor-co thank you! Can I upload 2 separate WhatsApp numbers onto 1 pipedrive?
Hm, I'm not sure to be honest. I believe that app only supports one account at a time.
I am attempting to run a report on a custom report of "Referred by" this can be for a person, company, or Deal. Whoever referees something, I input their name. However I am not able to run a referred by report?
What type of field is this? i.e. text, single-option dropdown? Custom reports only work with certain field types which you can see here: support.pipedrive.com/en/article/insights-feature