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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…
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API integration between Pipedrive and Activecampaign
Hi, Please read it carefully. I am using Active Campaign and Pipedrive. I want to have an API communication between these applications. I don't want to use any 3rd Party software like ( Zapier, integromate, etc.). So, here is what I want and how the communication needs to be done between these apps. Pushing Leads and deals…
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Can I change the name of a default field?
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Insight - Summary table for Dashboards
In Insight, one can see a "summary" table when you create a chart (see picture). But one can not create this summary table as a module for a dashboards? The charts are great to see trends. But to see the details, one have to hover over the month of the charts, one by one. The table is great to see a summary of the numbers.…
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How to remove google calendar meetings?
I did the google calendar sync wrong, clicking 2-way sync. Now I have it set to 1 way, but is there any way to remove hundreds of future meeting activities that aren't related to pipedrive contacts from pipedrive's calendar/activity list?
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With the world now attempting to hit the post C-19 reset button - how do you see your business?
With the world now attempting to hit the post C-19 reset button - how do you see your business?
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Hi. Is there a way to import actual monthly revenue, and link it to won deals. (Not Recurring Revenu
Hi. Is there a way to import actual monthly revenue, and link it to won deals. (Not Recurring Revenue)
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Is there a way to hide the "leads" tab?
Is there a way to hide the "leads" tab?
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Custom fields are REALLY a double cost for my subscription?
I'm unhappy to discover that reporting on custom fields is 'Professional' plan only? Professionals features seem aimed at teams... But custom fields are a go-to solution for many - frankly - missing fields in Pipedrive, which relate to businesses of any size, including solo freelancers (like me). It's annoying to have to…
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Is it possible to bulk postpone activities?
Hi, In the Activities tab, you can select multiple Activities and assign them all a new Due Date, which will be the same for all. However, is it possible to bulk postpone them? For instance, let's say you have: Activity A - Due Date: 03/04/20 Activity B - Due Date: 17/06/20 Activity C - Due Date: 20/12/20 And you bulk…
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Hello everyone! I'm having problems concerning organization duplicates. According to Pipedrive, orga
Hello everyone! I'm having problems concerning organization duplicates. According to Pipedrive, organizations are considered duplicates when their names and address fields are the same. However, I have a looooot of duplicated organizations with just a slight difference in their address. Is it possible to change the…
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Sales team performance
Hi Pipedrivers, Imagine my sales team yearly sales target is million 1.2. Hence monthly target is 100K. Now I need to have a list/bar/chart by salesman by actual sales vs target by month. I have done it in Google Sheet with Pipedrive data, however I need to have this somewhere in Pipedrive, so I can get each salesman have…
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Is Pipedrive a good option for us? About us – we are about a 30-person equipment manufacturing star
Is Pipedrive a good option for us? About us – we are about a 30-person equipment manufacturing start-up with B2B sales, long sales cycles (up to 6-9-18 months), and not a huge number of leads and/or customers (100s at most).
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Como verifico a data que uma oportunidade mudou de funil ou entrou em um funil? Trabalhamos com dois
Como verifico a data que uma oportunidade mudou de funil ou entrou em um funil? Trabalhamos com dois funis, o primeiro é de qualificação e o segundo é quando virou um oportunidade real. Precisamos medir quantas oportunidades reais estamos iniciando por período. Mesmo exportando todos os dados de um oportunidade, não…
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Hi Pipedrive community! New user here and sorry if this is a very basic question. I wonder if it is
Hi Pipedrive community! New user here and sorry if this is a very basic question. I wonder if it is possible to mark contacts for an activity - for example who you want to invite to an event in order to be able to export an excel file with that information? Also, I wonder if it is possible to see the contacts that I follow…
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BETA test: Split deal value into multiple payments of various amount and dates
As per the headline, we have added new functionality to Recurring revenue feature that can be useful for the business where recurring payments value vary over time as well as billing milestones. The data produced this way is accumulated into Cashflow report available in the Insights feature, where you can see your…
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Bonuses & Incentives for sales team
I was wondering if anyone has any tips or experiences to share on creating weekly/monthly/quarterly contests or incentives for your sales teams. What works? How did you do it?
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Ability to filter by weighted value on list
For now it's not possible to rank your activities by weighted value. It's possible to rank by value but not weighted value, sadly. Does someone have another method ?
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How are you generating leads for your sales teams? are you using any sales enablement or marketing a
How are you generating leads for your sales teams? are you using any sales enablement or marketing automation platform?
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Team Visibility of lists
I would like my whole team to have the same view as the one i created for Contacts, organisations and deals. Meaning all the fields and columns to be the format view for my company. Filtering is not the option but rather the general view of the lists. any ideas?
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What would be the disadvantage of making one pipeline per service (about 2 to 5) ?
What would be the disadvantage of making one pipeline per service (about 3 to 5) ? Our business offer mostly 2 services. I am wondering the benefits and disadvantage of making one pipeline for each.
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Pre-qualification pipeline
What would be your thoughts on using a pipeline to pre-qualify leads? Pre-qualification would include: * Validate contact information * Validate that the service request match the company offering * Location (covered area) * Urgency When leads does not qualify a reason would be provided. When leads does qualify, a workflow…
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Can I use your Web form to gate keep some Whitepaper? i.e. only once the user has filled in the form
Can I use your Web form to gate keep some Whitepaper? i.e. only once the user has filled in the form, they get some "compelling content"?
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How to manage a B2C business with Pipedrive?
How a B2C business must be manage in Pipedrive? We are just starting with Pipedrive and wondering how a B2C business information should be imported / handled. In our actual spread sheet, a person is a customer/home owner with its owns address, contact information, sales... Should a virtual organisation must be create for…
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When to Make Sales Calls
Hello all thank you for your time. We are in the Midwest with clients all over US. I like to catch people in the morning but I also do not want to wake people up on the west coast. Area codes are not reliable these days. Any other way/software to know where the number is actually located?