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Author: Kate Anderson

How to Change Lost Reason in Pipedrive

How to Change Lost Reason in Pipedrive Feature

All Tutorials / How to Change Lost Reason in Pipedrive Updated on: Here’s how to change a lost reason in Pipedrive to improve your deal analysis: Go to your Avatar. Click Company Settings. Select Lost Reasons. Edit the lost reason as needed. Click Save. The lost reason is updated successfully. Need accurate B2B data? Get […]

How to Create Webhooks in Pipedrive

How to Create Webhooks in Pipedrive Feature

All Tutorials / How to Create Webhooks in Pipedrive Updated on: Here’s how to create webhooks in Pipedrive to automate real-time data updates: Go to your Avatar. Click Tools and Apps. Navigate to Webhooks. Click Add Webhook. Select Webhook. Enter the required details. Click Save. The Webhook is created successfully. Need accurate B2B data? Get […]

How Do You Transfer Companies In Pipedrive

How Do You Transfer Companies In Pipedrive Feature

All Tutorials / How Do You Transfer Companies In Pipedrive Updated on: Here’s how to transfer companies in Pipedrive to maintain accurate ownership records: Go to Contacts. Click Organizations. Select the company you want to transfer. Use Bulk Edit to update the owner details. Click Edit 1 Organization. Click Confirm. The ownership is transferred successfully. […]

How Do You Delete Organizations On Pipedrive

How Do You Delete Organizations On Pipedrive Feature

All Tutorials / How Do You Delete Organizations On Pipedrive Updated on: Here’s how to delete an organization in Pipedrive to keep your database clean: Go to Contacts. Click Organizations. Select the organization and click the Action button.. Click Delete. Click Delete again to confirm. Need accurate B2B data? Get 200M+ verified leads today for […]

How to Add Lead Source In Pipedrive

How to Add Lead Source In Pipedrive Feature

All Tutorials / How to Add Lead Source In Pipedrive Updated on: Here’s how to add a lead source in Pipedrive to track where your leads come from easily: Go to your Avatar. Click Company Settings. Navigate to Data Fields. Click Add Custom Field. Select Single Option or Text as the field type and Name […]