good man..pl go slow..

I still need help can you help me my pipe drive gives me. an error sign ''This seems to be a public domain email address. Use your company email address instead''

I still need help can you help me my pipe drive gives me. a error sign

can you help me ?

Can you unmerge a deal in Pipedrive?

would it be possible to automate new propsect leads with zapier?

This was really helpful. Thanks for the video.

Thank you for the video. I've noticed that for 1-day or milestone tasks, the date is listed as the day of the week instead of the date. Additinally, instead of having nice clean lines as you do to show dependencies, my view has a back and forth loop that appears. Could it be the version of Asana my comipany has? I can't figure out how to change the date format or the dependency line. Thanks!

Dude having all cloud /notes there and I can’t hide it bothers me a lot all the time and bc of that I don’t wanna use it!

Great app from a former Apple employee. But currently no iOS app, only Gmail, no real snooze, no late sending... and that for $50 a year just because it looks pretty? Spark, Canary or Apple Mail don’t exaggerate like that.

Excellent video as always mate! This is probably the best explanation and actual use case on the internet. I remember when we started using Pipedrive it was one of our own questions as well. We decided to use leads and Deals the way you suggest and everything fell into place. Thank you for clarifying it once again mate.

Hi Paul, so I'm creating a sales pipeline where once the deal is considered "won" I need it to go into a new pipeline entirely so that it can go through those stages. I need to create the same process if I were to select, "lost" on the deal where it goes into a new pipeline and goes through those stages. Am I able to do that in Pipedrive?

Thank you

thank you

Hey Paul - I have been attempting to cancel my Pipedrive services for well over 3 months... the customer services has been absolutely horrible. I have now been chatting with representatives for hours with no response, or lack of ability to help. There is no customer service phone number and no one has followed up. Can you please reach out as soon as possible. In the past you have been very helpful when we were first getting up and running. Thank you.

How do I get copies of what I have done? How do I save and then retrieve files?

As always great video. Question: I saw that you can add a new reminder in recast. That doesn't appear in my version. I can only launch the app. Did you install an extension ?

Is there anyway to track subtask progression in portfolios?

Great video. Once you are using the project and when timelines need to be adjusted, is there an easy way to modify a date and have the remaining due dates reshuffled?

Brilliantly done and I always learn something new. Regarding rules, can a task move from one section to another based on a relative due date? For example, when a video is moved from "scheduled" to "live", I want it to, based on rule, move from live to complete using a relative due date, say, 3 days after the trigger moving it to live, then marked complete. Tried but can't seem to make this work. Thanks again for great instruction.

In general, after watching this video its clear you make money from consulting on Asana. I've unfortunately inherited this trainwreck of a software at my new employer. Having used many different options Asana lacks a lot of basic features for software development. Their insane way of trying to handle agile development is asinine. Lack of human legible identifiers on tasks is a big loss as well. Sure you can automate some of that, but it should be out of the box. Giving people a key pointer is easier to ask them questions on than trying to say "you know that tasks called xyz" which could be duplicative. While it may work well for some things, its among the worst I've seen for agile development. The worst part is because they already have the logic for subtasks of subtasks, of subtasks, they could build out a true epic/feature/story/task but instead they have you create a portfolio for an epic, a project for a feature, stories are tasks, and tasks are subtasks. This is so obnoxious. I should be able to do this within 1 project and have multiple epics inside of a given project. It functions, but for agile development I'd give it like a 1.5-2 stars out of 5.

Do my team members must have an Asana Membership to track time? or can they do it if I have a membership.

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Hi Paul. I have cancelled my subscription with Asana, however they are giving me endless issues with a pro-rated refund. Is there any way you can help me?

Very helpful

Big thanks... Does Asana can also do scheduled posting?

I was gonna upgrade my personal account but they don't do single user plans which is ridiculous, guess they don't get my money

As well as Leads & New business I would like to add in a Repeat business pipeline The question I have is can pipeline generate Enquiry numbers (i.e. E1234) Every new enquiry we have gets logged on a spread sheet all the documents & drawings are then stored in a file with the enquiry number against it If Pipedrive could generate this number I could get rid of this spread sheet We currently use workflow 2 for managing jobs & time sheet entry's , the Lead generation part of this software is not ideal Pipedrive looks like it work better if i could get it to generate this Enquiry number for me

1. Process and Documentation: writing procedure, procedure (computer) 2. Documenting tools sound useful 3. Automation is easier with documenting tools 4. Creating notes is extraordinarily helpful

Hi Paul, In the custom field type, I don't see checkbox type so I could add it to the marketing consent message. Could you help me understand why I'm not able to view the checkbox type in the custom field. Or is there any other way to add a check box without yes/no option? And Thank you for this amazing video. It's super helpful.

Very helpful! Exactly what I was looking for

Thanks for your insights. Very helpful

How do add multiple labels per contact/organization during CSV import?

How come my Asana tells me that I "can't add another section here' everytime I try to make a new section in 'my tasks'?

Hi Paul, thank you for your guided video, super helpful! Is there a way that when a person enter a specific webform, their contact will auto assign a label (e.g. Label A for Form A)?

When you are working in a client project folder (Example Apple Inc) and you have all those different tasks under each Stage, what do you guys do with the tasks once they are completed in order to keep the client folder clean for newly added tasks down the road for that client?

Lets say you have recurring monthly tasks (Monthly blogs) for clients and you create recurring tasks for those blogs for the specific client, I am curious what do you do with those tasks once they are completed? Do you create a Completed section so they go down into that section once completed and move out of the way or is there something different you would recommend? I notice in our Asana that completed tasks clutter up client project folder so would love your insights on how to best improve this problem. Thanks

That was a great start. Thank you very much!

Does anyone who uses Raycast think it's good and not just more app clutter?

i am a bit confused once i drag and drop all documents in to icloud and delete it on my desktop on mac it also disapears from the icloud drive ? how do i do what your doing keeping docs and images only on icloud and download only when needed. i see you said just click remove download but once i click remove download, the file still remains on the desktop a bit confused as am new to this some help would be appreciated.

This was so helpful thank you!

Hi Paul, I'm a bookkeeper and I use Asana. I have a quesation which hopefully you can answer. My Asana is set up to monitor workflows of my staff on particular clients. For example, I may have a project called ABC Pty Ltd and then a task associated called Reconcile Bank. I need to monitor the progress of the task for the particular project, for instance is it 25%; 50% or 75% complete. What do you suggest is the best way to do this?

This system seems to be very focused on outbound activity to the customer. BUT the only place i get a notifocstion about an incoming mail from the customer is in the salesinbox. It would be very nice if i somehow could get some sort of notifocation in the sales pipeline ex. The box get green or a label shows saying new mail. I dont want to be in the salesinbox all the time

How much of these SOPs is Paul work vs delegated work? As a manager I struggle to find ways to delegate SOP creation, but that's the eventual goal.

Paul what do you think about storing sops in asana instead of docs?

Good one

Is there an option to automatically change the marketing status when leads come from sources like Facebook Leads or other form apps? Also, can Zapier change the marketing status for a contact?

I've been using pipedrive for years. Best explanation of Activities I've seen. Implementing

Nice Paul!

Paul - this is very helpful. What's the rationale for not using something like Notion vs. Google Documents?