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Setting Email Default to "Shared"
My emails default to "private". I am able to change them to shared, but it's tedious. Is there a way to change this default to "shared"?
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Severe problems with Nylas service (Sync to Google/Exchange)
Hi everyone, who else has problems using Pipedrive's Sync by Nylas to Googel (Calendar) and/or Microsoft Exchange email? We're facing problems regularly due to lost authentification an connection to Google and Microsoft services. Support is not able or willing to help. Thanks in advance Stefan
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Organisation Filter Query
Hi, I need to create a filter to identify all organisations which have not created a deal since a certain date. Once the filter works I will need to bulk edit these items. It seems that there isn't a field available for the "last deal created date" and I can't filter through the deals for this since the action I need to…
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Stampare Riepilogo Attività selezionate
Buongiorno @Marco Govoni , buongiorno colleghi venditori Utilizzando Pipedrive non perdo nessuna occasione di lavoro perchè raccolgo tutto sul CRM. Le conseguenze sono due : * aumento del fatturato (evviva !) * aumento a dismisura delle attività da seguire e completare. Per poter dare la priorità alle attività più urgenti…
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Removing seats
I cannot find where to remove seats.
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Creating a wait list
Has anyone created a wait-list? Where would you suggest to put this? In the context of: we are at capacity and want to create a waitlist for new clients.
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Programmatic calculations to custom fields
Looking for a developer to programmatically apply percentage calculations based on 1 of 3 different deal options, ie Product 1, Product 2, Product 3 with 'monetary type custom fields' in the deals table to calculate diminishing returns over 3 fixed terms and automatically populate the custom fields so that we can copy and…
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using Products with % of transaction revenue model
Has anyone, used products that use Percentange of transaction instead of a fix $ amount? i.e. we are a SaaS company to the hospitality industry and charge X% of the transactions that going through the software) can I use product for this?
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How do I add goals for my team members?
Ive got a new (first) member of staff starting and trying to work out how to add KPI (Goals) for them. Ive only got insights at the top and I cannot get my head around it
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Non Admin visibility issues
Hi guys, I am on the trial professional plan, and I am trying to figure out the visibility settings. I have watch the videos on how to set things up. It sounds straightforward but I am not getting the desired result. I created a group for callers or sales rep with the below settings but when I open the caller account from…
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I’m strongly considering joining Pipedrive. How extensive are the reports that you can have. Are you
I’m strongly considering joining Pipedrive. How extensive are the reports that you can have. Are you able to get reports or track anything you want?
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Mailigen going to be incorporated in Pipedrive or a separated app?
Is Mailigen going to be incorporated in Pipedrive or will live separately? When supposingly is going to have a first release, since the pandemic has gotten delayed for the initial time indicated in July?
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Needed: "Activity Purpose" field in the Activities Table
For our app we need an additional field when logging an Activity. Knowing when someone makes a call, email, meeting, task, etc. is great, but without knowing the general purpose of that activity it makes the reporting kind of weak. We need an "Activity Purpose" field with a drop down list to choose from. That way we know…
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Recurring revenue
Hi Pipedrivers, It would be great when setting up a recurring revenue on the deal level, to have the option to set up different revenues for different periods: a customer could be changing the tier he is on and this could give some accuracy if we were to track real revenue (less important for revenue forecasting)
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Hi! I'm new around here!
New to the Pipedrive community. Here's a little about me. Sales Manager at Style.me We are a Fashion-Tech startup that has developed a super cool 3D online fitting room. We sell to apparel ecommerce websites to help grow their sales, engagement, while lowering their returns. The customer experiences more confidence in…
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Goals - usability testing invitation 🎯
⚠️ Update: we've filled all the vacant spots for this round of beta-testing. Thank you everyone for your quick response and availability! Hit the "Join Channel" button on this channel for access to more beta-testing and research announcements. ⚠️ **************************** Hi everyone! We are currently working on adding…
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if your familiar with crossbeam do you think we could use it here?
if your familiar with crossbeam do you think we could use it here?
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Searching for deals in bulk without a filter?
Hi there. Looking for advice on how to search for all deals matching a certain critera (keyword, etc) without having to make a filter for it? I often need to find a lot of deals and move them to a certain stage at once. I just want to search from the search bar in the "list view" of the deal page and see all the deals, if…
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How can I see the activities sorted out by the occurrence date and time, instead of the record entry
Hi there, this is a question that was asked already 5 months ago, have a look here: https://community.pipedrive.com/question/how-can-i-see-the-activities-sorted-out-by-the-occurrence-date-and-time-instead---5e74ddde08f4375bb56de25a Unfortunately, there has been no answer so far. Could someone pls. have a look? Thank you!
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Nutzern nur an einer bestimmten Phase Sichtbarkeit zuteilen?
Guten Morgen, ist es möglich die Sichtbarkeit von Deals für bestimmte Nutzer einzuschränken? Meine Pipeline hat 7 Stationen und ich würde zum Beispiel den Sachbearbeiter der nur noch für die letzte Phase verantwortlich ist auch nur diese zeigen wollen. Geht das? Habe leider nichts gefunden und suche ggf. nach einem…
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Insights is upsetting!
Having significant issues understanding the insights tool. What fields count as custom and can be displayed in the insights tool? Why when I have fields that do the same thing some show up and some dont? Why is this tool so hard to manipulate? As a partner, this is the first part of the tool I have struggled with.
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Getting the new Sales Documents to work.
I've tried testing out the new Sales Documents feature but it hangs up at the very beginning. It asks me to Log In. When I click the button it opens a new window and I enter in my information. Then it says "One moment please" then that popup goes away and I'm back to the screen asking me to Log In. I normally use Mozilla…
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Pipedrive Filters are not working properly
I recorded a video to show you that fitlers are not working properly. At least in my account. If I want to display all the activities that I did today I can not see it. https://www.screencast.com/t/BJzeJFkIqLK
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delete pipline
By accident I delete one pipeline it's possible restore it???? thanks
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Access to Insight PRO for only one user of the account
I would like to hear from the community Access to Insight PRO for only one user of the account, since only one is a manager and for this reason he needs personalized fields to perform data crossings in an integrated way with Pipedrive. This well-used functionality generates growth in companies and in this way increases…
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COMPANY & USER GOALS LOST??
First off, after a year of implementation I love Pipedrive. It has transformed the way our sales team communicates and documents details. HOWEVER, with the updated view, it appears that I have lost all access to Company Goals and User Goals. Online help has been useless in getting me answers to this point. They say that a…
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Hey, We have some questions of how to tag existing customers in Pipdrive. How to build this segmenta
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Pop Up Reminders
Are we able to add pop up reminders on an action? E.g. if pressing 'export to excel' i'd like to remind the team to check something.
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Uploading Contacts to Pipedrive
Hi, I am trying to upload contacts from an Excel spreadsheet into Pipedrive but I dont want it to create a deal at the same time. I only want new Person's created. Is that possible? I cant work it out.
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Disappearing Sales Documents (BETA)
Has anyone else experienced the Sales Documents (BETA) disappearing? That is it did show up in the Deal detail area but now is gone.