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What's the #1 question sales and marketing leaders face right now?
What's the #1 question sales and marketing leaders face right now? How to sell and market in a crisis? It all starts with empathy and kindness. Now more than ever, you need to know not just WHAT to offer but HOW you offer it. Join the Sales and Marketing amid the COVID-19 Pandemic discussion on Thursday, April 2 at 1030 AM…
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COVID-19 hold stage
Has anyone else created a stage named COVID-19 hold ?
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KPI's in Pipedrive
KPIs - how do you use Pipedrive to create / monitor the performance of your sales team? Many things changed in pipe over the past two years and I cannot find things that were there before. Thanks for your help.
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Grouping contacts
Hi, I want to create contact predefined lists in order to then group email the entire list a template. I've been searching for a while for this one, as currently I manually select people and then send out the email which is a pain/keep missing people. Is this possible in Pipedrive?
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Live Chat for Sales teams, who gets it for large teams?
So I'm in the process of scaling out my chat tool for our sales team that is integrated with Pipedrive. For the sales leaders out there that lean into live chat quite a bit. * How do you decide who should be on live chat? * What strategies do you use to make those sales people successful while selling via a live chat tool?…
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Auto sync emails sent to 'Participant' contacts on a deal
Hi there, My company urgently needs the Pipedrive product team to auto sync any emails sent to 'participant' contacts to a deal. Currently if you're emailing a client who isn't listed as the point 'person' on that deal then it won't be recorded in the activity (unless linked manually). In most companies there are multiple…
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What sales method do you use?
Here at GetAccept we are really large fans of the MEDDIC sales methodology - do you have have a favourite method that you use in your sales team? Metrics Economic Buyer Decision Maker Decision Criteria Identify Pain Champion
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Kees van Veen
Goedemorgen, ik wil gaan werken met een forecast en ben benieuwd naar de ervaringen daar mee.
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Help!🙋♀️ Looking for a feature in Pipe where I can create a fillable form...like a note but with qu
Help!🙋♀️ Looking for a feature in Pipe where I can create a fillable form...like a note but with questions... basically an outline for our client concierge to fill in while she's on the phone with a client that has nothing to do with the details column. Anyone know of a tool or suggestion to accomplishing this?
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Hey, could you help me out with deal and person - relation on pipedrive! I would like to see all the
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First name and last name locking
Hi, I've been trying to find a solution to this problem, but so far no luck. I would like to lock or precisely give to my contact a first name and a last name so that when I do group emails they don't get mixed up with middle names, and double barrel last names. F.ex I have quite a few contacts such as John Van der Smith,…
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Do you use mobile daily? If yes, we need you!
Hi everyone! I would like to ask for 20 min of your time to learn about how you use a mobile phone in everyday sales processes. You do not need to have a Pipedrive app installed. However, if you do, this is your chance to share your feedback about it as well. Please pick a timeslot that works for you. Thanks in advance and…
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Email body content not visible.
Hi all, I can't seem to get onto the chat function, so thought I would try out the community, so don't let me down! ;-) For some reason, emails that I can see in a linked deal are showing up with the basic details, but when I expand the screen to read the email, there is no content in the body. I know that the content is…
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How can I view the Stats for All Deals Created Last Month Over All Pipelines?
How can I view the Stats for All Deals Created Last Month Over All Pipelines?
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How do you use Pipedrive?
I live & work in the Kansas City area, I sell long-term care insurance as a Dave Ramsey endorsed local provider by phone serving a 4 state area... Kansas, Missouri, Oklahoma, & Arkansas. Since I get around 70 leads per month Pipedrive (PD) is terrific tool for tracking my lead communication, sales tracking, and client…
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Using pipedrive for lead generation.
Is there a way Pipedrive helps in lead generation?
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Hi All, Just wondering if any of you are in B2B (ideally 2C) hardware? Looking to chat with some oth
Hi All, Just wondering if any of you are in B2B (ideally 2C) hardware? Looking to chat with some other companies similar to ours about sales processes.
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Hi, how can I track the click event on the LeadBooster chatbot with Google Tag Manager?
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recurring revenue
Goedemorgen Mike, ik zag gister iets over de optie om recurring revenue door te voeren in Pipedrive. Weet jij daar meer van ;-) groet, Michiel
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K-12 Sales Super Stars
Any sales experts on here who deal with Education? I'm, keen to connect and compare notes on how you're dealing with your prospects in these challenging times.
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ACTIVE CAMPAING X PIPEDRIVE IMPORTAÇÃO EXPORTAÇÃO
ActiveCamping . Posso importar para Pipedrive? Sim pode, crie os mesmos campos no PipeDrive e faça a conexção em Importar / ferramenta. Caso algum campo não venha ou vc esqueça de ter trazido, peque esse dado e coloque no excel, o PipeDrive vai identificar no momento de importar e vc faz o link Nomo <-----> Nome por…
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Is Pipedrive running slow for everybody!
Is Pipedrive running slow for everybody!
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Share your experiences during the COVID-19 crisis
Hey all, Unfortunately a global crisis has hit South-Korea also pretty hard. In case you have any experiences/lessons to share with the rest of the community, please do so in the topic over here: https://community.pipedrive.com/topic/coronavirus
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How does the new Deals "Choose a billing plan" works?
Yesterday I saw above the details of a deal, a new field call "Choose a billing plan" and in general it seems that you can enter recurring revenue in different periods (weekly, monthly, annually, etc.). Does these values affect directly the deals total value amount or is more an internal reference value for the user? The…
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Hi everyone. I am new to Pipedrive, however, I have worked with other CRMs for the past 17 years. My
Hi everyone. I am new to Pipedrive, however, I have worked with other CRMs for the past 17 years. My question is how can I connect to Pipedrive's back end in order to run various queries? From what I have seen, it is possible to connect to other CRMs using apps such as MySQL Workbench, Visual Studio and their likes ,…
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Transfer deals from one account to another
Hi there, Is there a way I can transfer all my deals in one pipeline to another pipedrive account? Thanks for your help
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User Experience and View/Context Switching!
Have you ever felt this urge of grouping two pages inside Pipedrive in one view? like OMG how helpful it would be to see the Deal Details without leaving my pipeline! Or it would be amazing to keep an activity view open and take it with me while writing an email! If you had such experience of feeling before, please share…
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Export list of Main contact / Deal
Hi everyone. Sorry to bother, but I was unable to find an answer in the tutorials. I would like to know if it is possible to export a list of all the main contacts ("person") of each deal, including their details. Thanks a lot in advance Jeremy
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Options for security
Hi all ! I have some questions for the community about security. Are there options to prevent sabotage, from an unhappy employee, for example? Is there any way to prevent massive data deletetion? Ho do I implement permission? For example: the manager may create and modify client profiles, but the employee may only read…
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Sharing results with others?
Hey there! I am Seda, a Product Manager in Pipedrive. Did you know that you can share your results with others (including non-Pipedrive users) through a easy-to-create link which updates results in real-time? Here is a blog post offering more detail and any feedback or comments are very appreciated.…