If you can't see the 'Talk to us' button in the help centre it's likely caused by the privacy settings in your browser. Some browsers, such as Firefox in Private Browsing Mode, have privacy modes, as well as some browser extensions such as uBlock, Ghostery, Adblock, and NoScript may prevent chat from loading.
This means you're not able to get in touch in the App, which means we can't give you the best support we can.
To access in-app chat, please either whitelist Pipedrive, or use a browser that doesn't have privacy mode enabled by default.
If you do this and are still unable to see the button in the gif below, please get in touch via email to <a href="https://support.pipedrive.commailto:support@pipedrive.com" target="_blank" data-type="zendeskArticle" data-language="en">support@pipedrive.com</a> explaining your issue and we'll do our best to get back to you as soon as possible!
If you can see the below button, <a href="https://support.pipedrive.com/en/contact-us" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="115005875565">please follow these steps to get in touch.</a>
<h2><figure><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-12-10_at_3.34.41_PM-1.png" alt="Screen_Shot_2020-12-10_at_3.34.41_PM-1.png" data-image="nlq2ul9miyoc"></figure></h2>

<figure><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-12-10_at_3.40.47_PM-1.png" alt="Screen_Shot_2020-12-10_at_3.40.47_PM-1.png" width="501" height="161" data-image="punczjnolxdf"></figure>

What if Pipedrive Support is not available in the app?

<div class="support-note success primary">Note: When taking a screenshot, please be sure to include as much detail as possible, particularly making sure the URL is visible at the top of the screen, the user logged in is visible in the top right corner of the screen, and if any filters are applied the filter menu is visible on applicable pages (on the Pipeline or List views for example). </div>
When working with Pipedrive, you may need to take a screenshot of a specific question or issue you have within the Pipedrive app.
In order to best serve you, we have provided information on how to take screenshots within the operating systems or apps that support Pipedrive. 
<div class="support-note success primary">Note: When sending your screenshot to our support team, please paste or the image directly into the chat. This will save time for you, and allow our support team to view your screenshot immediately.</div>

<div class="support-sections">
Sections
<a href="#C1IamCs">1. Windows desktop operating systems</a>
<a href="#C2IamCs">2. macOS desktop operating systems</a>
<a href="#C3IamCs">3. iOS mobile operating systems (iPad/iPhone)</a>
<a href="#C4IamCs">4. Android mobile operating systems</a>
</div>
<hr>
<h2>
<a name="C1IamCs"></a> 1. Windows desktop operating systems</h2>
To take a screenshot on a Windows desktop operating system, press the Print Screen button on your keyboard. The exact location of this button varies from keyboard to keyboard — and between PC and laptop — but it's usually quite easy to find and is often abbreviated as Print Scrn, Prnt Scrn, or Prt Scrn. With most PC keyboards it can be found on the top row of keys, in the row after F12.
Once you have pressed this button, open up the Paint program in Windows. This can be done by searching using the Find Program function, or by browsing through your Programs list.
Once the Paint programmed as been opened, press CTRL+V to paste the screenshot within Paint.
<figure><img src="https://kb-cms.pipedriveassets.com/Screenshot1.png" data-image="20830"></figure>
 Once done, save this pasted screenshot to your computer. To save, click the Save button under the File menu in the top left of the paint menu. 
<figure><img src="https://kb-cms.pipedriveassets.com/Screenshot%202.png" data-image="20831"></figure>
Once saved, you can attach the saved image to an email and send it over.
Alternatively, if your screenshot contains data you do not wish to share, you can crop the picture within the Paint program before sending it. To do so, first click the Selection box from the menu at the top of the Paint program.
<figure><img src="https://kb-cms.pipedriveassets.com/Screenshot%20crop1.png" data-image="20832"></figure>
Once done, draw a box around what you would like to remain in the image, then clicking Crop from the same menu:
<figure><img src="https://kb-cms.pipedriveassets.com/Screenshot%20crop3.png" data-image="20833"></figure>
This will remove everything from the image except the area you have selected.
Keep in mind that, in some cases, it is very useful for us to see the web address or URL when trying to help you solve certain issues. In those situations, we may ask that the screenshot include that information, to help us troubleshoot or diagnose issues. 
<hr>
<h2>
<a name="C2IamCs"></a> 2. macOS desktop operating systems</h2>
In order to take a screenshot with a Mac, just press CMD+SHIFT+3.
Doing so will save a screenshot of your full screen to your desktop. From there, you can just attach that screen in an email and send it over!
Alternatively, if you have some data you do not wish to share with Pipedrive, you can take a screenshot of a specific area within your screen. To highly a specific selection, press CMD+SHIFT+4 and draw a box around the information that you wish to save in your screenshot. 
Keep in mind that, in some cases, it is very useful for us to see the web address or URL when trying to help you solve certain issues. In those situations, we may ask that the screenshot include that information, to help us troubleshoot or diagnose issues. 
<hr>
<h2>
<a name="C3IamCs"></a> 3. iOS mobile operating systems (iPad/iPhone)</h2>
To take a screenshot with your iPad or iPhone, simply press both the Power button (either at the top or on the side) and the Home button (the round button on the front) at the same time.
The screenshot will then be saved into your Photos, and is ready to attach to an email and send to us. You can find it under the 'All photos' folder. 
<hr>
<h2>
<a name="C4IamCs"></a> 4. Android mobile operating systems</h2>
With most Android devices, pressing the Power and Volume Down buttons together will take a screenshot of contents of the screen.
The screenshot will then be saved into your Photos, ready to be sent to us. The specific folder that the screenshot will be saved in will depend on the device you're using. If you cannot find the picture — or if pressing Power and Volume Down doesn't take a screenshot — it may be best to search the internet for specific instructions for your phone model.

How can I take a screenshot?

Contact Support

When working with Pipedrive support, you may be asked for <a href="https://support.pipedrive.com/en/article/how-can-i-take-a-screenshot" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360001590258">screenshots</a> of your browser console and network information for future troubleshooting. We have provided some information on how to retrieve the correct information necessary to facilitate this process. 
<div class="support-note success primary">Note: In order for our team to troubleshoot effectively, please make sure that the screenshot is of the full page, and that all error messages are displayed.
</div>
<hr>
<h2>Browser Console Information <a name="browser-console-information"></a></h2>
The browser console will provide information on any webpage errors that may not have been seen on the Pipedrive end. To open up the browser console on most browsers you can:
<ul>
<li>Right-click your mouse</li>
<li>Click on Inspect/Inspect Element
</li>
<li>Click on Console
</li>
</ul>
When taking the screenshot of the browser console, make sure to include any error messages you see.
<div class="support-note primary">
Note: Please make sure that the Console tab is selected when taking the screenshot.
</div>
<figure><img src="https://kb-cms.pipedriveassets.com/consol2.png" alt="consol2.png" width="698" height="315" data-image="85w732mueag6"></figure>
For additional information on how to open your browser console, click <a href="https://documentation.concrete5.org/tutorials/how-open-browser-console-view-errors" target="_blank">here</a>. 
<hr>
<h2>Browser Network Information <a name="browser-network-information"></a></h2>
The browser network information will provide essential information on any internet connection issues that may be causing the errors.
To open up your network tab on most browsers you can:
<ul>
<li>Right-click your mouse</li>
<li>Click on Inspect/Inspect Element
</li>
<li>Click on Network
</li>
</ul>
After switching to the Network tab, reload the page to record the Network activity in the Network log before taking the screenshot.
<figure><img src="https://kb-cms.pipedriveassets.com/Screenshot_2020-04-16_at_15.33.33.png" alt="Screenshot_2020-04-16_at_15.33.33.png" width="698" height="315" data-image="qa4s2vnsvk9k"></figure>
When taking a screenshot of the browser network tab, please make sure to capture any errors that you may see.

How do I open my browser console?

browser-console-information

Browser Console Information

browser-network-information

Browser Network Information

If you are seeing general performance issues in your Pipedrive account, it may be a good idea to clear your browser’s cache and cookies as the first troubleshooting step. Here are guidelines on how to clear your cache and cookies for the major browsers that support Pipedrive.
<hr>
<h2>
<a name="if-you-use-google-chrome"></a> If you use Google Chrome
</h2>
In a Chrome window, click the three dot icon (More) in the top right corner. After you click this icon, go to More Tools &gt; Clear Browsing Data. <figure><img src="https://kb-cms.pipedriveassets.com/chrome2.png" alt="chrome2.png" width="600" height="473" data-image="erytz45mwnmn"></figure>
 In the window that appears, make sure that Cookies and other site data and Cached images and files are selected before hitting Clear data. <figure><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-08-19_at_5.44.40_PM.png" alt="Screen_Shot_2020-08-19_at_5.44.40_PM.png" width="507" height="476" data-image="ewo2ew60lbr5"></figure>
<hr>
<h2>
<a name="if-you-use-firefox"></a>If you use Firefox
</h2>
In a Firefox window, click on the bookshelf icon in the top right corner &gt; History. <figure><img src="https://kb-cms.pipedriveassets.com/ff.png" alt="ff.png" width="500" height="276" data-image="7jy24zy46sgd"></figure>

 You can then go to Clear Recent History, select Everything in the window that appears, and click Clear Now. Make sure that the options under History are all selected. <figure><img src="https://kb-cms.pipedriveassets.com/ff3.png" alt="ff3.png" width="500" height="347" data-image="0hu42wm2g8gm"></figure>
 <figure><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-08-19_at_5.49.17_PM.png" alt="Screen_Shot_2020-08-19_at_5.49.17_PM.png" width="399" height="418" data-image="nvl4hdz9ols1"></figure>
<hr>
<h2>
<a name="if-you-use-safari"></a>If you use Safari 
</h2>
In a Safari window, click Safari in the menu bar and go to Preferences. 
<figure><img src="https://kb-cms.pipedriveassets.com/safari1.png" alt="safari1.png" width="299" height="303" data-image="gstzm7x92r5w"></figure>

 In the window that appears, switch to the Privacy tab, and click on Manage Website Data. <figure><img src="https://kb-cms.pipedriveassets.com/safari2.png" alt="safari2.png" width="600" height="165" data-image="3lg428sl96wy"></figure>

 You can then click on the Remove All button in the window that appears, and click Remove Now to confirm. <figure><img src="https://kb-cms.pipedriveassets.com/safari3.png" alt="safari3.png" width="601" height="405" data-image="f8rzvditxeve"></figure>
<figure><img src="https://kb-cms.pipedriveassets.com/safari4.png" alt="safari4.png" width="399" height="148" data-image="i3ig3p0ipc2m"></figure>
<hr>
<h2>
<a name="if-you-use-internet-explorer"></a>If you use Internet Explorer
</h2>
In an Internet Explorer window, click on the gear icon in the top right corner and go to Safety &gt; Delete browsing history. <figure><img src="https://kb-cms.pipedriveassets.com/ie.png" alt="ie.png" width="600" height="307" data-image="c0x27623c7r5"></figure>

 In the window that appears, make sure Preserve Favorites website data is unselected, and select Temporary Internet files and website files and Cookies and website data. You can then hit Delete to confirm. <figure><img src="https://kb-cms.pipedriveassets.com/ie2.png" alt="ie2.png" width="400" height="559" data-image="0kytfu5oaxnu"></figure>
<hr>
<h2>
<a name="if-you-use-microsoft-edge"></a>If you use Microsoft Edge:
</h2>
In a Microsoft Edge window, click on the more icon (...). After this is selected, click on the History tab &gt; Clear Browsing Data. 
<figure><img src="https://kb-cms.pipedriveassets.com/edge.png" alt="edge.png" width="500" height="524" data-image="jeijy7tsp47g"></figure>

 In the window that appears, select the Cookies and saved website data and Cached data and files options. You can then click the Clear Now button to confirm. <figure><img src="https://kb-cms.pipedriveassets.com/Screenshot_2020-10-19_at_15.29.15.png" alt="Screenshot_2020-10-19_at_15.29.15.png" width="401" height="423" data-image="j7dnc540ex0d"></figure>

How do I clear my browser's cache and cookies?

if-you-use-google-chrome

If you use Google Chrome

if-you-use-firefox

If you use Firefox

if-you-use-safari

If you use Safari

if-you-use-internet-explorer

If you use Internet Explorer

if-you-use-microsoft-edge

If you use Microsoft Edge:

<a href="https://www.google.com/chrome/" target="_blank">Google Chrome</a> and <a href="https://www.mozilla.org/en-US/firefox/new/" target="_blank">Firefox</a> will provide the best experiences when using Pipedrive. We recommend staying away from common default browsers, such as Internet Explorer, Edge, and Safari, as they may cause performance issues. 
It's important to make sure your browser is on the latest version for optimal rendering. You can view the following documentation to learn how to update the recommended browsers:
<ul>
<li><a href="https://support.google.com/chrome/answer/95414?co=GENIE.Platform%3DDesktop&amp;hl=en" target="_blank">Google Chrome</a></li>
<li><a href="https://support.mozilla.org/en-US/kb/update-firefox-latest-release" target="_blank">Firefox</a></li>
</ul>

Which browser is best for Pipedrive?

Browser

When using the Calendar Sync feature in Pipedrive, you may run into some technical issues. It's recommended that you ensure your Calendar Sync feature is active before following the steps outlined in this article. 
<hr>
<h2>
<a name="if-activities-are-not-showing-up"></a>If activities are not showing up</h2>
<ul>
<li> Check for any filters. In the List View under your Activities tab, check to see if there are any filters applied. To clear out any existing filters, switch over to Owners &gt; Everyone under the filters button in the top right corner. <img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2019-05-20_at_3.35.25_PM.png" alt="Screen_Shot_2019-05-20_at_3.35.25_PM.png" width="504" height="78" data-image="abq1x7zmt1sp"> To clear out any activity type filters, click on ALL in the top left corner. <img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2019-05-17_at_3.16.49_PM.png" alt="Screen_Shot_2019-05-17_at_3.16.49_PM.png" width="502" height="69" data-image="e8ud35ut8bw8"> </li>
<li>Create a test activity in your third-party calendar provider and see if shows up in Pipedrive, and vice versa. Only new and updated activities will be synced over by the Calendar Sync feature, meaning any activities created before the sync has been initiated will not be synced over. </li>
<li>
Check the settings of your Calendar Sync. To do this you can go to Personal preferences &gt; <a href="/settings/calendar-sync">Calendar sync</a>. It is recommended to confirm that the correct calendar, sync type, and synced activity types are selected so that the correct information is transferred over to and from your third-party calendar provider. <img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2019-05-20_at_4.50.28_PM.png" alt="Screen_Shot_2019-05-20_at_4.50.28_PM.png" width="500" height="454" data-image="fwvbxvchwqp8"> 
</li>
<li>Clear the cache and cookies of your browser. To learn how to do this, click <a href="https://support.pipedrive.com/en/article/how-do-i-clear-my-browser-s-cache-and-cookies" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360001590258">here</a>. </li>
<li>Disconnect and reconnect your Calendar Sync. To do this, go to Personal preferences &gt; <a href="/settings/calendar-sync">Calendar Sync</a>, and click on the Stop syncing button. When reconnecting, click on Add New Account rather than Reconnect. This will require you to re-enter the credentials of your account and therefore reauthenticate your connection. You will then be given the window to set up your calendar sync with your preferred settings. <img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2019-05-20_at_4.25.25_PM.png" alt="Screen_Shot_2019-05-20_at_4.25.25_PM.png" width="404" height="51" data-image="l0ndux0acaup">
</li>
</ul>
<h2>
 <a name="if-your-calendar-sync-is-only-syncing-one-way"></a> If your Calendar Sync is only syncing one-way</h2>
<ul>
<li>Check the settings of your Calendar Sync. To do this, go to Personal preferences &gt; <a href="/settings/calendar-sync">Calendar Sync</a><a href="/settings/calendar-sync">,</a> and check the sync direction under Select sync type. <img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2019-05-20_at_5.22.10_PM.png" alt="Screen_Shot_2019-05-20_at_5.22.10_PM.png" width="399" height="151" data-image="lu0hjuqe0xay"> 
</li>
</ul>
<hr>
<h2>

 <a name="if-activities-are-being-duplicated"></a> If activities are being duplicated</h2>
<ul>
<li>
If duplicates are being created for all activities synced over from your third-party calendar provider, disconnect your calendar sync by going to Tools and apps &gt; <a href="/settings/calendar-sync">Calendar Sync</a>, clicking on the Stop sync button, and reach out to support by following the instructions <a href="https://support.pipedrive.com/en/contact-us" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="115005875565">here</a>. </li>
</ul>
 If you are still having issues with your calendar sync, reach out to Pipedrive support for further by following this link <a href="https://support.pipedrive.com/en/contact-us" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="115005875565">here</a>. Any ongoing incidents will be posted on the Pipedrive status page, which you can find <a href="https://status.pipedrive.com/" target="_blank">here</a>. 
<hr>
<h2>
<a name="C4IamCs"></a>Issues fetching your calendars 
<a name="issues-fetching-your-calendars"></a></h2>
If you use Microsoft Exchange for your calendar sync and also have the 2FA feature enabled, you could run into this error while trying to set up our calendar sync. 
<figure><img src="https://kb-cms.pipedriveassets.com/Screenshot%202021-05-31%20at%2011.07.29.png" data-image="21602" alt="calendar sync error"></figure>
To fix this problem, you will need to generate an app password specifically for the calendar sync in Pipedrive. Login to your Microsoft account, and go to Security &gt; Advanced Security Options.
<figure><img src="https://kb-cms.pipedriveassets.com/Screenshot%202021-05-31%20at%2011.49.43.png" data-image="21603" alt="microsoft advanced security options"></figure>
Select Create a new app password. 
<figure><img src="https://kb-cms.pipedriveassets.com/Screenshot%202021-05-31%20at%2011.49.25.png" data-image="21604" alt="microsoft app passwords"></figure>
Copy the generated app password into the 'Add account' section in Pipedrive's calendar sync settings page. 
<figure><img src="https://kb-cms.pipedriveassets.com/Markup%202021-05-31%20at%2011.50.46.png" data-image="21605" alt="generate app password"></figure>
<hr>
<h2>Issues with insufficient permissions<a name="issues-with-insufficient-permissions"></a></h2>
You could encounter issues with not being able to sync your external calendar with Pipedrive if the required permissions are not selected during the authentication steps or your IT admin has disabled read/write permissions on your company calendar account. 
<center><figure><img src="https://lh4.googleusercontent.com/N88UdEou_mnlKTfKL7m5tmkQ3pMVcvMFb6wyu7F1T0_cvVbWWol4O0qcAdjVv67RODYhmJBVvGEUlm6LSim8NLjOK34v-SdT8neHf_ytQJxmKSZ2TeU5tlrZG1CMKpf46gyNay2d" width="454" height="334" data-image="jjfqmey8yz2f"></figure>
 </center>
You can fix the issue by following the steps below: 
<ol><li dir="ltr">Ensure that you have given Pipedrive permission to access your calendar during the steps of connection. For example, in Google, you have the option to check the permission box.
<center><img src="https://kb-cms.pipedriveassets.com/Markup%20on%202021-11-18%20at%2017:49:36.png" data-image="27390"> </center> </li><li dir="ltr">If you are using a Google account, then remove all your Pipedrive permissions from the linked Google account (https://myaccount.google.com/permissions) to start fresh. Go back to your Pipedrive calendar-sync <a href="https://app.pipedrive.com/settings/calendar-sync" target="_blank"> Settings page</a> and restart the connection process by clicking on Add new account.</li><li dir="ltr">If the error persists, then you would need to reach out to the mail/IT admin in your organization. There could be specific permissions on Google or Microsoft where third-party apps (like Pipedrive) are not permitted to read/update the calendar. Request your admin to disable these permissions.</li></ol>

Troubleshooting the Calendar Sync feature

if-activities-are-not-showing-up

If activities are not showing up

if-your-calendar-sync-is-only-syncing-one-way

If your Calendar Sync is only syncing one-way

if-activities-are-being-duplicated

If activities are being duplicated

issues-fetching-your-calendars

Issues fetching your calendars

issues-with-insufficient-permissions

Issues with insufficient permissions

<div class="support-note success primary">Note: These options may require that you enable the 'Open email links in new tab' option within Pipedrive. To learn how to enable this, read more <a href="https://support.pipedrive.com/en/article/how-can-i-compose-emails-in-a-separate-browser-tab" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="115005614945">here</a>. </div>
 If you haven't signed up for the Advanced, Professional, or Enterprise plan yet and enabled <a href="https://support.pipedrive.com/en/article/how-can-i-set-up-the-email-sync" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="209254449">full email sync</a>, whenever you click an email address in Pipedrive (or any mailto link), a command is sent to your browser to begin composing an email to that person using your web browser's default email client. For many people, this may be Outlook or Apple Mail, but what if you wish to use Gmail?
<figure><img src="https://kb-cms.pipedriveassets.com/e-mail.gif" data-image="20818"></figure>
<hr>
<h2>...in Google Chrome:<a name="in-google-chrome"></a></h2>
<ul>
<li>Open Gmail in Chrome and click the Protocol Handler icon in your browser's address bar. If you don't see this icon, skip move ahead to the following steps.</li>
<li>When prompted to Allow mail.google.com to open all email links?, select Allow, and click Done. Then you're done, and can ignore the following steps. </li>
</ul>
<figure><img src="https://kb-cms.pipedriveassets.com/1-1.png" data-image="20820"></figure>
<ul>
<li>If you were unable to see the Protocol Handler icon, click the Chrome menu icon in the top right corner of your browser, and choose Settings. 
</li>
</ul>
<figure><img src="https://kb-cms.pipedriveassets.com/2.png" alt="2.png" width="401" height="296" data-image="91grmujkqusc"></figure>
<ul>
<li>Scroll down to the bottom of the screen, and click Advanced to move into the advanced settings options within Google Chrome.</li>
<li>From there, find and click the Content settings option. 
</li>
</ul>
<figure><img src="https://kb-cms.pipedriveassets.com/3.png" alt="3.png" width="600" height="357" data-image="e15h6m6eywkg"></figure>

<ul>
<li>From there, scroll down to — and click — the Handlers section.</li>
<li>Make sure that the Allow sites to ask to become default handlers for protocols (recommended) option is enabled.</li>
<li>Make sure that Gmail (or mail.google.com) is confirmed as a handler.</li></ul>
<figure><img src="https://kb-cms.pipedriveassets.com/4.png" alt="4.png" width="600" height="345" data-image="zmpqc4e4zf32"></figure>

<div class="support-note success primary">Note: If you are having issues enabling this, you can also use the <a href="https://chrome.google.com/webstore/detail/mailto/gppbppehiogfokmpligejhaepeopajdf" target="_blank">Mailto extension</a> for Google Chrome.</div>
<hr>
<h2>...in Mozilla Firefox:<a name="in-mozilla-firefox"></a></h2>
<ul>
<li>In the top left corner of your Firefox browser, click the Firefox menu button, and select Options. 
</li>
</ul>
<figure><img src="https://kb-cms.pipedriveassets.com/firefox-options.png" data-image="20826"></figure>
<ul>
<li>Click the Applications tab, type "mailto" into the search bar.</li>
<li>Click the drop-down arrow next to the Action column.</li>
<li>Select Use Gmail, click OK, and you're done! 
</li>
</ul>
<figure><img src="https://kb-cms.pipedriveassets.com/ie%20gmail.png" data-image="20824"></figure>
 
<a name="section3IamCs"></a>
<hr>
<h2>...in Internet Explorer:<a name="in-internet-explorer"></a></h2>
<ul>
<li>Click <a href="https://www.google.com/intl/en/toolbar/ie/index.html" target="_blank">here</a> to download the Google Tooler for Internet Explorer. </li>
<li>Once installed, click the wrench icon <img src="https://support.pipedrive.com/hc/en-us/article_attachments/204378049/wrench.png" alt="" data-image="k6m9s2twxkeg"> at the top right corner of your Internet Explorer browser to open the Toolbar Options window.</li>
<li>Scroll down to the Web-browsing tools section.</li>
<li>Select Use Gmail for 'Mail To' links," and click Save. Now you're good to go! 
</li>
</ul>
<figure><img src="https://kb-cms.pipedriveassets.com/ie%20gmail.png" data-image="20824"></figure>
<hr>
<h2>...in Safari: <a name="in-safari"></a></h2>
<ul>
<li>Click <a href="https://sites.google.com/site/mailtoextension/mailto.safariextz" target="_blank">here</a> to download the Mailto extension for the Safari browser. </li>
<li>Once installed, click the arrow at the top right of your Safari browser, click the download, and click Install in the pop-up window. 
</li>
</ul>
<figure><img src="https://kb-cms.pipedriveassets.com/install-safari-extension.png" data-image="20823"></figure>

<ul>
<li>Select Gmail from the list of options. 
</li>
</ul>
<figure><img src="https://kb-cms.pipedriveassets.com/safari%20options.png" data-image="20822"></figure>
<ul>
<li>Restart your browser, and you're all set!</li>
</ul>

How can I set Gmail as my browser's default email client?

in-google-chrome

...in Google Chrome:

in-mozilla-firefox

...in Mozilla Firefox:

in-internet-explorer

...in Internet Explorer:

in-safari

...in Safari:

When using the <a href="https://support.pipedrive.com/en/article/email-sync" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360000030169">Email Sync</a> feature in Pipedrive, you may run into some technical issues. It's recommended that you ensure your Email Sync is active before following the steps outlined in this article.
<hr>
<h2>
<a name="if-you-are-unable-to-authenticate-your-email-sync"></a>If you are unable to authenticate your email sync</h2>
<h2><figure><img src="https://kb-cms.pipedriveassets.com/Screenshot_2020-09-01_at_12.07.59.png" alt="Screenshot_2020-09-01_at_12.07.59.png" data-image="ujel48h48n6a"></figure></h2>
<figure><img src="https://kb-cms.pipedriveassets.com/Screenshot_2020-09-01_at_12.09.04.png" alt="Screenshot_2020-09-01_at_12.09.04.png" data-image="ic6rxt93y25w"></figure>
<ul>
<li>Disconnect and reconnect your Email Sync. To do this, go to Personal preferences &gt; <a href="https://app.pipedrive.com/settings/email-sync">Email sync</a>, and click the Stop Syncing button. When reconnecting, click on Add new account rather than Reconnect. This will require you to re-enter your email account credentials, and therefore re-authenticate your email connection. <img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2019-05-20_at_4.25.25_PM.png" alt="Screen_Shot_2019-05-20_at_4.25.25_PM.png" width="404" height="51" data-image="5ogvgmcnjo2o"></li>
</ul>
<hr>
<h2>
<a name="if-you-are-unable-to-send-out-emails-from-pipedrive"></a>If you are unable to send out emails from Pipedrive</h2>
<figure><img src="https://kb-cms.pipedriveassets.com/_cantsendemsils.png" alt="_cantsendemsils.png" width="400" height="151" data-image="oscf0j0jki9p"></figure>
<ul>
<li>Clear the cache and cookies of your browser. To learn how to do this, click <a href="https://support.pipedrive.com/en/article/how-do-i-clear-my-browser-s-cache-and-cookies" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360001590258">here</a>.
</li>
<li>
Disconnect and reconnect your Email Sync. To do this, go to Personal preferences &gt; <a href="https://app.pipedrive.com/settings/email-sync">Email sync</a>, and click the Stop Syncing button. When reconnecting, click on Add new account rather than Reconnect. This will require you to re-enter your email account credentials, and therefore re-authenticate your email connection. <img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2019-05-20_at_4.25.25_PM.png" alt="Screen_Shot_2019-05-20_at_4.25.25_PM.png" width="404" height="51" data-image="l7ebomqsnfh8"> 
</li>
</ul>
<hr>
<h2>
<a name="if-emails-are-not-populating-in-your-pipedrive-inbox-sent-section-from-your-email-client"></a>If emails are not populating in your Pipedrive inbox/sent section from your email client</h2>
<ul>
<li>
Check for any filters. In your Inbox or Sent folder, check to see if you have any filters applied that could prevent you from seeing your synced emails. <img src="https://kb-cms.pipedriveassets.com/Screenshot%202021-03-04%20at%2012.53.21.png" data-image="12569" alt="Email filter"> 
</li>
<li>
Check the Labels setting of your email integration. Only the emails under the labels selected here will sync with your Pipedrive account. <img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2019-05-20_at_4.42.09_PM.png" alt="Screen_Shot_2019-05-20_at_4.42.09_PM.png" width="400" height="143" data-image="349a8h1f2jfr"> 
</li>
<li>
Clear the cache and cookies of your browser. To learn how to do this, click <a href="https://support.pipedrive.com/en/article/how-do-i-clear-my-browser-s-cache-and-cookies" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360001590258">here</a>. 
</li>
<li>Try a different browser. This will rule out browser-related issues that could be causing syncing problems. To learn which browsers work best with Pipedrive, click <a href="https://support.pipedrive.com/en/article/which-browser-is-best-for-pipedrive" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="115000577109">here</a>.</li>
<li>Disconnect and reconnect your Email Sync. To do this, go to Personal preferences &gt; <a href="https://app.pipedrive.com/settings/email-sync">Email sync</a>, and click the Stop Syncing button. When reconnecting, click on Add new account rather than Reconnect. This will require you to re-enter your email account credentials, and therefore re-authenticate your email connection. <img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2019-05-20_at_4.25.25_PM.png" alt="Screen_Shot_2019-05-20_at_4.25.25_PM.png" width="404" height="51" data-image="mlsqm1txbbxk"> </li>
</ul>
<hr>
<h2>
<a name="if-emails-are-not-showing-up-in-the-detail-view-of-your-deals"></a>If emails are not showing up in the Detail View of your deals</h2>
<ul>
<li>
Check to see if the email threads are linked to deals/contacts from your Pipedrive Inbox/Sent box. To see if the email threads are linked to deals, you can open up a thread and look on the top right corner. <img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2019-05-16_at_5.31.42_PM.png" alt="Screen_Shot_2019-05-16_at_5.31.42_PM.png" width="300" height="169" data-image="gea3wk94hmdl"> 
</li>
<li>Clear the cache and cookies of your browser. To learn how to do this, click <a href="https://support.pipedrive.com/hc/en/articles/360001590258" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360001590258">here</a>.</li>
</ul>
 If you are still having issues sending out emails, reach out to Pipedrive support for further information by following this link <a href="https://support.pipedrive.com/en/contact-us" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="115005875565">here</a>. If there are any ongoing technical issues that may be affecting the status of the Email Sync feature, it will be posted on the <a href="https://status.pipedrive.com/" target="_blank">Pipedrive status page</a>.

Troubleshooting: Email Sync feature

if-you-are-unable-to-authenticate-your-email-sync

If you are unable to authenticate your email sync

if-you-are-unable-to-send-out-emails-from-pipedrive

If you are unable to send out emails from Pipedrive

if-emails-are-not-populating-in-your-pipedrive-inbox-sent-section-from-your-email-client

If emails are not populating in your Pipedrive inbox/sent section from your email client

if-emails-are-not-showing-up-in-the-detail-view-of-your-deals

If emails are not showing up in the Detail View of your deals

When using the Contact Sync feature, you may run into some technical issues. It is recommended that you ensure your Contact Sync feature is active before following the troubleshooting steps outlined below. 
<hr>
<h2>If contacts are missing...<a name="if-contacts-are-missing"></a></h2>
<ul>
<li>Check for any filters. In the List View under your People contacts tab, check to see if there are any filters applied. To clear out any existing filters, switch over to Owners &gt; Everyone under the filters button in the top right corner. <img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2019-05-17_at_4.56.54_PM.png" alt="Screen_Shot_2019-05-17_at_4.56.54_PM.png" width="301" height="71" data-image="hqdvryqjv4cu"> 
</li>
<li>
Check ownership of contacts. Only contacts that you are the owner of will sync with your third-party contact provider. You can check to see which contacts you own by going to the List View of your people contacts and selecting your name under the filter icon. <img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2019-05-17_at_4.59.28_PM.png" alt="Screen_Shot_2019-05-17_at_4.59.28_PM.png" width="300" height="201" data-image="6p5yzmp369ex"> 
</li>
<li>
Check the settings of your Contact Sync. To do this you can go to Personal preferences &gt; <a href="/settings/contact-sync">Contact Sync</a>. It is recommended to confirm that the correct Group of contacts and Sync Direction is selected. If 'One-way' is selected, contacts from your contact provider will show up in Pipedrive, but not the other way around. <img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2019-05-17_at_5.04.57_PM.png" alt="Screen_Shot_2019-05-17_at_5.04.57_PM.png" width="500" height="322" data-image="yjhajjysjdpz"> 
</li>
<li>Disconnect and reconnect your Contact Sync. To do this, go to Tools and apps &gt; <a href="/settings/contact-sync">Contact Sync</a> &gt; Stop sync. When reconnecting, click on Add New Account rather than reconnect. This will require you to re-enter the credentials of your account and therefore reauthenticate your connection. You will then be given the window to set up your contact sync with your preferred settings. <img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2019-05-17_at_5.20.37_PM.png" alt="Screen_Shot_2019-05-17_at_5.20.37_PM.png" data-image="pzk5hob92xqr"> 
</li>
</ul>
Note: The Contact Sync takes about 15 minutes to fully sync after it has been re-synced. 
<hr>
<h2>If contacts are not being updated...<a name="if-contacts-are-not-being-updated"></a></h2>
<ul>
<li> Clear the cache and cookies of your browser. To learn how to do this, click <a href="https://support.pipedrive.com/en/article/how-do-i-clear-my-browser-s-cache-and-cookies" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360001590258">here</a>.</li>
<li>
 Check the settings of your Contact Sync. To do this you can go to Tools and apps &gt; <a href="/settings/contact-sync">Contact Sync</a>. It is recommended to confirm the correct Group of contacts and Sync Direction is selected. Only contacts that are under the synced folders will be updated. <img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2019-05-17_at_5.04.57_PM.png" alt="Screen_Shot_2019-05-17_at_5.04.57_PM.png" width="500" height="322" data-image="ak3rw6rfpj9g"> 
</li>
<li>
 Disconnect and reconnect your Contact Sync. To do this, go to Tools and apps &gt; <a href="/settings/contact-sync">Contact Sync</a>, and click on the Stop sync button. When reconnecting, click on Add New Account rather than Reconnect. This will require you to re-enter the credentials of your account and therefore reauthenticate your connection. You will then be given the window to set up your contact sync with your preferred settings. <img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2019-05-17_at_5.20.37_PM.png" alt="Screen_Shot_2019-05-17_at_5.20.37_PM.png" data-image="oaou4xcnp3kv"> 
</li>
</ul>
<hr>
<h2>If contacts are being duplicated...<a name="if-contacts-are-being-duplicated"></a></h2>
<ul>
<li>
 Merge existing duplicates with our Merge Duplicates feature. To learn more about this feature, click <a href="https://support.pipedrive.com/en/article/merge-duplicates" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360000809337">here</a>.
</li>
<li>If duplicates are being created for all contacts synced over from your third-party contact provider, disconnect your contact sync by going to Tools and apps &gt; <a href="/settings/contact-sync">Contact Sync</a>, and click on the Stop sync button, and reach out to support by following the instructions <a href="https://support.pipedrive.com/hc/en/articles/115005875565-How-can-I-contact-Pipedrive-Support-" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="115005875565">here</a>. </li>
</ul>
 If you are still having issues with your contact sync, reach out to Pipedrive support for further information by following this link <a href="https://support.pipedrive.com/en/contact-us" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="115005875565">here</a>. If there are any ongoing technical issues that may be affecting the status of the Contact Sync feature, it will be posted on the <a href="https://status.pipedrive.com/" target="_blank">Pipedrive status page</a>.

Troubleshooting: Contact Sync feature

if-contacts-are-missing

If contacts are missing...

if-contacts-are-not-being-updated

If contacts are not being updated...

if-contacts-are-being-duplicated

If contacts are being duplicated...

When using the Pipedrive web-app, you may run into some performance issues that may prevent you from having a seamless sales process. We’ve provided a few troubleshooting tips in this article that you can test out if you run into any technical issues while using Pipedrive.
<hr>
<h2>
 <a name="for-general-troubleshooting"></a>For general troubleshooting 
</h2>
<ul>
<li><a href="https://support.pipedrive.com/en/article/how-do-i-clear-my-browser-s-cache-and-cookies" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360001590258">Clear the cache and cookies</a> of your browser.</li>
<li>Test to see if the issue persists in an incognito window and other browsers. </li>
<li>Reach out to support <a href="https://support.pipedrive.com/en/contact-us" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="115005875565">here</a>. </li>
</ul>
<hr>
<h2>
<a name="if-pipedrive-is-being-slow"></a>If Pipedrive is being slow</h2>
<ul>
<li>Refresh the page of your browser.</li>
<li>Log in and log out of your Pipedrive account.</li>
<li>Make sure your browser is updated to the latest version. You can see if you are on the latest version of your browser <a href="https://updatemybrowser.org/" target="_blank">here</a>. </li>
<li><a href="https://support.pipedrive.com/en/article/how-do-i-clear-my-browser-s-cache-and-cookies" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360001590258">Clear the cache and cookies</a> of your browser.</li>
<li>Log into Pipedrive with another browser. You can read about what browsers work best with Pipedrive in <a href="https://support.pipedrive.com/en/article/which-browser-is-best-for-pipedrive" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="115000577109">this article.</a>
</li>
<li>Connect your computer to another network. This will rule out any network issues that could be causing the slowness.</li>
<li>Log into Pipedrive on another computer. This will rule out any device issues that could be causing the slowness.</li>
</ul>
<hr>
<h2>
<a name="if-your-data-appears-to-be-missing"></a>If your data appears to be missing</h2>
<ul>
<li>Check to see if you have any <a href="https://support.pipedrive.com/en/article/filtering" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="207497075">filters</a> applied to your Pipedrive account. <img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2019-05-20_at_3.35.25_PM.png" alt="Screen_Shot_2019-05-20_at_3.35.25_PM.png" width="401" height="62" data-image="z6rxb8iby1rx"> <img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2019-05-17_at_3.16.49_PM.png" alt="Screen_Shot_2019-05-17_at_3.16.49_PM.png" width="400" height="55" data-image="4wk6er1lvv6k"> 
</li>
<li>Clear out Pipeline View filters and select the correct pipeline: <img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2019-05-21_at_11.50.46_AM.png" alt="Screen_Shot_2019-05-21_at_11.50.46_AM.png" width="400" height="74" data-image="iyjyckrp2r3x"> 
</li>
</ul>
<ul>
<li>Data could appear to be missing from your Pipedrive account depending on the <a href="https://support.pipedrive.com/en/article/visibility-groups" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360000309498">visibility settings</a> that your Admin User has set up for your Pipedrive company account. You can reach out to an Admin User in your account to see what the Visibility Settings are in your company account. </li>
<li><a href="https://support.pipedrive.com/en/article/how-do-i-clear-my-browser-s-cache-and-cookies" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360001590258">Clear the cache and cookies</a> of your browser.</li>
<li>Check to see if any browser extensions are interacting with Pipedrive. By logging into Pipedrive with an incognito window, you will be able to see if one of your extensions is causing any issues.</li>
</ul>
 If you are still having issues with your Pipedrive account, reach out to our support team <a href="https://support.pipedrive.com/en/contact-us" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="115005875565">here</a>.

Troubleshooting: Pipedrive Web-App

for-general-troubleshooting

For general troubleshooting

if-pipedrive-is-being-slow

If Pipedrive is being slow

if-your-data-appears-to-be-missing

If your data appears to be missing

Occasionally, we may need you to send the raw source of an email to help with troubleshooting email issues. This information doesn't come from Pipedrive, but from your email provider. Below, you'll find instructions for the most common providers — Gmail and Outlook. To find your raw source information for an email within Gmail, open the email in question, and click on the downward arrow for your available options. From there, click Show original to see the raw source information of that email. <img src="https://kb-cms.pipedriveassets.com/raw_data_gmail.png" alt="raw_data_gmail.png" width="931" height="319"> To find your raw source information for an email in Outlook, and right-click on the email. From there, click View source to see the raw source information in a separate window. <img src="https://kb-cms.pipedriveassets.com/raw_data_outlook.png" alt="raw_data_outlook.png" width="1128" height="803">

Viewing the raw source of my emails in Pipedrive

Pipedrive doesn't have a separate desktop app, and can only be used online within a web browser. However, both the Pipedrive iOS and Android mobile apps allow for working offline. Any changes made without an internet connection to the mobile apps will be updated in the Pipedrive database once you have connected to the internet again.

Can Pipedrive be used offline?

Let's say that instead of working with Deals you'd prefer to be working with Projects. While terms like Deals and People can't be natively replaced in Pipedrive, there is a free third-party workaround that may accomplish what you seek. 
Try downloading a plugin called <a href="https://chrome.google.com/webstore/detail/word-replacer-ii/djakfbefalbkkdgnhkkdiihelkjdpbfh" target="_blank">World Replacer II</a> for the Google Chrome browser. Here is how to set it up:<a href="http://screencast.com/t/9AGeliqWUlO" target="_blank"> </a>

<figure><img src="https://kb-cms.pipedriveassets.com/00000283.png" data-image="20837"></figure>

Can I replace the Pipedrive terms (such as deal or contact person) into something else?

Troubleshooting the web-app

Troubleshooting

Knowledge Base

Troubleshooting

Contact Support

Browser

Troubleshooting the web-app

Got any questions?