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Czy można cofnąć skasowanie całego lejka?
Dobry wieczór. Hmmm...poleciałem blondynką.Dodałem etap do lejka i chciałem skasować ten etap, niestety skasowałem cały lejek. Czy można cofnąć skasowanie całego lejka?
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Can I get merged organizations through API? Also, when I merge duplicate organization, how do I know
I need to know which organizations were deleted and which were merged through the API, how can I do this?
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Hi Pipedrivers, How do I create/run a report to see the changes to specific date fields (system or/
Hi Pipedrivers, How do I create/run a report to see the changes to specific date fields (system or/and custom date fields)? For example, the expected close date field might get updated a few times during a project because of several reasons, and might be updated by one of several people. I would like to run a report to see…
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Question: Can we keep deals in pipeline even when they got marked as 'won'?
Hi, this is an interesting question from my client. Can we keep deals in pipeline even when they got marked as 'won'? According to the Help Center article, Pipedrive automatically hides all the deals won or lost. Any deal that has been marked as Won or Lost is removed from that view, as it no longer requires your continued…
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Question: Funnel Conversion Report
I am using the funnel conversion report to look at the actual conversion rate between stages. Now that we have more and more business from existing clients instead of winning from new clients, some of the deal from existing clients will enter the funnel at a later stage in the funnel. If more the projects are entering…
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Turn off data measurement when a deal is moved backwards
Hi, It would be nice to be able to turn off data measurement when you move a deal backwards in the pipe. To give a concrete example; one of our operational KPIs e our sales team is measured on is booked meetings which is connected to our third stage (trigger is that when a meeting is booked, move from stage 2 to stage 3).…
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Parę godzin dobrych materiałów wideo Pipedrive z polskimi napisami
Mam nadzieję, że rzuciliście okiem na Akademię Pipedrive: https://www.pipedrive.com/pl/academy Jest tam sporo dobrych materiałów wyjaśniających zarówno podstawy, jak i zaawansowane funkcje aplikacji. Większość filmów ma polskie napisy, które włączysz klikając ustawienia oraz "Captions" pod filmem.
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Thank You
Thank you for adding me to the AUS Pipedrive community. I just signed our company up to pipedrive, great CRM, we were using Hubspot for 6 years spending $16k per year. What a waist of money that was. A combination of Pipedrive and Mailchimp is giving us everything hubspot gave us and more. The free time during covid made…
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Permissions and Visibility
feedIs there a way to separate admin rights related to Billing - sort of Super Admin?, and all other Admin related permissions such as: * Customization of pipelines if any changes required * Adding/deleting or changing of pipeline stages based on best work practice. * Adding and deleting of lost reasons based on live…
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Is there a way to insert a form into an email.
Is there a way to insert a form into an email. Basic questions abou received goods, if quality was ok and if documentation arrived complete
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Assign email to contact
Hello community. I am a new user to pipedrive. I am struggling to figure out how to assign an email to a contact if I did not send the email from pipedrive and I want to do this after the fact. Any suggestions?
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Growth deals
Hi all, We love PD. Getting more and more the hang of it. I tried to search here, but couldn't figure out the best way to implement growth deals as a SaaS company So we have existing customers using our product. As customers grow they can add extra licences or features. As I'd like to manage these 'growth deals' I'm…
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Format-check an email template + fix strange looking signature?
Hi, 1. How do I format check a text I have in a template? It LOOKS ok when I copy+paste it but wan't to make sure especially when I add a field (First name) that it also looks good when sent. I believe there is a way to mark the text and then a short command to remove formatting to make sure it's good to go? But what is…
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Pessoal, alguém já importou leads e eles não apareceram no funil?
Pessoal, sou novo aqui! tudo bem como vocês? Estou com uma dificuldade aparentemente simples: Meus leads não estão aparecendo no meu funil, apenas na base de contatos e sem algumas informações da planilha. Faço a importação certinha e aparece como concluída mas nenhum dos leads importados aparecem no meu funil :/ obs: Na…
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real estate contract negotiation
Can someone please suggest how I can organize the contract negotiation on pipedrive or other application? For example, buyer offers $100, then seller counters $150, then buyer makes new counter of $125..... I'd like to have all the offers and counters side by side in chronological order. I'm negotiating sometimes 10+…
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Email sent opened by yourself counted as viewed by them.
Did anyone notice that if you open the email you sent to a prospect, pipedrive will count it as you opening it. Or is it just me?
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Daily Report
Hi everyone I hope you can help. I am new to Pipedrive and here is the dilema. Everyday I have to log notes into pipedrive as things happen then also log those notes into an excel doc to give my manager the heads up of what I have done that day at the end of the day. Totally cool with this but Is there a pipe report that I…
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Health-check Dashboard for Pipedrive using Tableau
I love Tableau for the interactive features in the dashboards. I also love the flexibility it offers when combining different dimensions (columns) and measures (metrics). There are a number of other integrations for Pipedrive data visualization but I have used Tableau far too long to switch now. I have developed a series…
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Revenues - working with probability in stages?
Hi, I wanted to ask if pipedrive field revenue in deals are working with probabilities in stages when looking for some visual forecast in pipedrive.
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Group emailing
Hi, I've chosen folks from my list but the group email icon does not appear. I've included a screenshot. Please advise? Thanks, K
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Reporting of leads, conversion on weekly basis
I have reporting in my business of new leads, leads progress to a certain stage, and likely conversions in the upcoming week. Can we have a report writer to monitor our track and control
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Big data
Does anyone have large amounts of leads, deals or customers in PD? I have an external database with 230k leads, thinking of writing a tool to access the api as an excel import might take some time.
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Image loading issues
Anyone else ever experience issues loading images? I had this a bit a few months ago and recently seeing this often. When clicking to view an image
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Hello everyone, is there a way to link a contact to two different organizations without necessarily
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When I add a new Activity from the Activity page and the associate a contact, why doesn't the Organi
When I add a new Activity from the Activity page and the associate a contact, why doesn't the Organization field associated with the contact get automatically populated? I currently have to add the Org. manually after I had already added the contact to the activity.
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I have saved filters and starred them as favorites and PD keeps losing them. Please advise.
I have saved filters and starred them as favorites and PD keeps losing them. Please advise.
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Bulk Email / O365 High Severity Warning
We have used the Bulk Email tool for a while sending large email blasts (at least for us) of 200 emails to 250 emails. Withink the last two weeks we have started to get email messages from O365 warning of account compromise - High Severity. Our Managed IT provider is telling me this is baked in to O365, but we have never…
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Mail forwarding on the Pipe doesn't work anymore
Hello, We can't send an email with the adress of the offer anymore. The email is not in the pipe. Our sending email adress : sales@agoralys.com
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Deletion permission with Google Calendar
Hi. I want to sync Pipedrive to my Google Calendar so I can track calendar interactions. However, I'm not too comfortable with the permission that enables Pipedrive to delete all my calendars and events (!) :) . Can I sync for visibility only? It would be great to have the option because I won't be managing my Calendar…
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Synchronisation compte Outlook
Bonjour Chère communauté, Je tourne en rond avec la synchronisation de mon compte Outlook. J'utilise tes outils IOS. Je me retrouve dans les configurations suivantes : #1: Outlook paramétré avec la vérification en deux étapes. * synchro Pipedrive =ok * Mail sous mes postes de travail IOS ne se synchronise plus #2: Outlook…