fix problems on CRM Pipedrive [iphone]

—— Run into issues on CRM Pipedrive? Get help pending when official support gets back to you!

CRM Pipedrive

Info:

company: Pipedrive Inc

: https://support.pipedrive.com

: www.pipedrive.com

Chat with our AI-based CRM Pipedrive Support

🛠️ Common CRM Pipedrive Issues and Solutions on iPhone:

—— Experiencing any of these problems? Get a solution tailored for you below;

iOS font size adjustments not available

Fix: While Pipedrive does not currently support font size adjustments directly within the app, you can adjust the overall text size on your iPhon... ⇲

Addresses in contact view are too small

Fix: To improve visibility, you can try zooming in on the contact view. Use a two-finger pinch gesture to zoom in on the screen, which may help m... ⇲

UI issue

Follow-up activity screen lacks task addition prompt

Fix: To add a task, navigate to the 'Activities' tab and look for a '+' icon or 'Add Activity' button. If it's not immediately visible, try scrol... ⇲

Calendar events clutter activity list

Fix: To manage clutter, consider using the filter options in the 'Activities' tab to hide calendar events and focus on other activities. OR Al... ⇲

Features issue

No repeating tasks feature

Fix: While Pipedrive does not support repeating tasks, you can manually create a task for each follow-up. To streamline this, consider using a ca... ⇲

Mobile app lacks core features

Fix: Familiarize yourself with the features available in the mobile app by checking the Pipedrive help center for a list of mobile functionalitie... ⇲

Missing easy access to leads in the app

Fix: Check the 'Leads' tab in the app to ensure you are viewing all available leads. If leads are not visible, try refreshing the app or logging... ⇲

No auto-fill for new deals from email on mobile

Fix: As a workaround, manually enter deal information from your email into Pipedrive. You can copy and paste details to save time. OR Consider... ⇲

Compatibility issue

Poor synergy between mobile and desktop apps

Fix: Ensure that you are logged into the same account on both devices and that you have a stable internet connection. This can help improve sync... ⇲

Mobile app is just a blown-up iPhone version

Fix: To enhance your experience, try using the mobile browser version of Pipedrive, which may offer a different interface and features compared t... ⇲

Support issue

Support team is inadequate

Fix: Utilize the Pipedrive help center and community forums for troubleshooting tips and user-shared solutions. This can often provide quicker an... ⇲

Messages issue

No built-in text messaging system

Fix: As a workaround, you can use third-party messaging apps like WhatsApp or SMS to communicate with contacts and then log those interactions ma... ⇲

Syncing issue

Inconsistent contact sync with Google

Fix: Check your Google account settings in Pipedrive to ensure that sync is enabled. Go to 'Settings' > 'Integrations' > 'Google' and verify that... ⇲

Customization issue

Cannot filter activities using custom filters

Fix: While custom filters may not be available, you can use the existing filter options to narrow down activities. Explore the filter settings in... ⇲

No way to sort activities by date

Fix: Check the sorting options in the 'Activities' tab. You may find a sorting feature that allows you to arrange activities by date, either asce... ⇲

Lack of job title option when adding contacts

Fix: You can add job titles in the 'Notes' section when creating a new contact. This allows you to keep track of job titles even if there is no d... ⇲

Limited customization options

Fix: Explore the settings in Pipedrive to see if there are any customization options available for your account. This may include changing views... ⇲

Freezing issue

CRM Pipedrive startup is slow and freezes

Fix: Try clearing the app cache by going to 'Settings' > 'General' > 'iPhone Storage', find Pipedrive, and select 'Offload App'. This will free u... ⇲

Account issue