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Periodiserade intäkter?
Vi håller på och utvärderar olika CRM och har fastnat lite för Pipedrive. Våra säljare mäts både på fasta engångsintäkter men också på periodiska intäkter, typ 2000 kr/mån i 48 månader. Jag har sett att det går att skapa detta under Produkter men det jag undrar är om det på något sätt går att få till det att dessa 2000…
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Wanted to say Thank You!
I wanted to give a quick shout out to the Pipedrive customer service. I've worked with SO many different cloud based SaaS services and I believe that the industry forgets that SaaS is just that ... A SERVICE. Many companies turn their solution into a numbers game that funnel in and churn out customers. Pipedrive ALWAYS has…
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Any workarounds for adding pipedrive "activities" to your Gcal as a "task" instead of as an "event"?
Anyone have a workaround for adding activities to your Gcal as a "task" instead of as an "event"?? I am hoping to figure this out so I don't have to maintain an entirely separate calendar just for Pipedrive tasks. Currently, having my pipedrive tasks enter into my Gcal as an events, blocks anyone using my calendar booking…
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Empty pipeline
Dear amazing ladies and gentlemen, I'm totally new to pipedrive. I'm a sales rep and my company added me to their account. My pipeline is still empty though. Question: Why is that? And do I NEED to complete the entire setup before to import the leads? A big thank you in advance. Roberto
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Please fix: phone pop-up
Hi, When phoning straight from PD: I'm on the Organisation card, I click on the phone number > call from my phone > a very handy pop-up appears. When I'm done, I I click "mark as done" and then "save", PD navigates away from the current Org page - thereby denying me the possiblity to add a follow-up activity. Poor UX.…
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Products Insights
Hello, How can I create a dashboard with Products and filtering One specific country? Thank you.
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We're starting our research next week!
We've found enough people to interview for now, thank you all! Hi Pipedrivers, Wow, in just a month we have grown to 50 people in this channel 🚀 Next Monday we are officially starting our research phase. Our goal is to get many valuable insights that will give us enough validation we should build an amazing solution in…
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Looking for a Partner to be company's technical lead. US-based preferred
Hello. I'm brand new here to the community, but pretty familiar with PD. I am launching some new services for my company and on is the implementation of PD. I will handle the sales and some of the implementations, but I'm looking to partner (independent contractor) with someone that can handle the technical aspects of the…
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Browsers
I'm curious as to why the issues with pipedrive and Safari and why pipedrive recommends using Chrome or Firefox instead. Since everything I read shows Safari outperforms Chrome and uses way less system resources. Recently when logging in every morning I have had to clear cache in safari because pipedrive redirects me to a…
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Help! Pipedrive is not working for me and no support people are answering
Why is pipedrive acting so glitchy lately? Been having problems everyday. I've been waiting for a support person to respond to my complaint for over 30 min. Pipedrive pages are taking over 1 min to load. Attachments are not attaching. Emails are not sending properly. Tasks are not updating. Not sure what's going on here...…
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Lead Assignments by Region or Country
Hi there! I have sales teams in different countries. How are you assigning Deal owner and pipeline for the UK vs. US? They'd be an English form, but a different owner. Normally I would do that using a country pull down menu, but the address field is all merged and doesn't have a country field.
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email synch
how do i have emails sent from a marketing company captured / duplicated in Pipedrive? how do i capture and opened and /or emails that respond?
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SMS integration Apps??
Does anyone use a caller integration app with pipedrive that lets you send an SMS to a client and if so which one and what kind of pricing am I looking at for x1user? Thank you
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Looking for a GREAT flexible calendar with Zapier / Integromat connection
Hello All, I'm working with a roofing company that has 2 in house crews and sub contracts work out to various crews depending on the complexity and location of the job. I can't seem to find any great calendar applications that everyone can easily access and I can integrate into Pipedrive via Zapier or Integromat. Anyone…
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Who would like to see the ability to drag attachments from emails directly from Pipedrive email to a
Who would like to see the ability to drag attachments from emails directly from Pipedrive email to a folder on the desktop like it works in Gmail?
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Reseller and Reporting
Hi, I want to pull a report to highlight deals won through resellers. I have added a custom field under deals to name the reseller but I can't seem to isolate that field on any of the reports? Does anyone know how to do that?
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Hi, we are trying to carry out a product mix analysis. Is there any way to create a filter in the de
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Oder of the fields
Hi, I created a field "genre" for the contact person. I need it to know if the person is a "Mr" or "Ms". But I can't order it in the right way with the other fields because they are not customized like "Name". So I have the following order : Name Genre First name Which is not the right order, it makes sense : Genre Name…
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What are the available option(s) for sharing a document template via Pipedrive across my organisatio
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How to get the Web Visitors to work on gatsby site?
I am trying to track the website by adding the script it mentioned on my site. I tried it locally and by hosting the site on netlify as well but nothing is showing up in the dashboard. It's been about 24 hours already but no data at all. The script is showing in <head/> . Is embedding the script enough? or do we need to do…
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Insights dashboards: rolling dates?
We often want to see "in the past 30 days...." or "in the past", what happened with a stage/pipeline. This helps us narrow in on Deal owners that aren't tracking or mistakes. Any way to create dashboards that match this kind of criteria? Examples: * Expected close date < 30 days from Today (with "Today" being something…
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Goals set up
Dear All, I would like to ask you if it is possible to set monthly goals with different values for each month in one report. Currently I can set goal for one single month only and If I choose "view by year" I have goal set for the chosen month and goals for other months (goal line) is just doubled every month. Thank you.…
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Deal Label field
Is it really not possible to apply or change the deal label field on mobile or am I missing something?
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🧠 Get the Deals Flowing Faster - Sales Pipeline Course: Chapter 7 | 📽️ 2 mins
https://www.youtube.com/embed/GrTjIitPw-YLearn about the fourth and final lever that is vital to having a high-performing sales pipeline: increasing the speed you close deals and getting your pipeline flowing faster. Recap all four levers: * How to add more deals * How to go after larger deals * Plug the leaks in your…
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Sending custom field from Pipedrive to Lemlist
Hello, fellow Piledrivers and Lemlisters! I have a custom field on every Organization in Pipedrive called "Industry". Is there any way to send this value over to Lemlist so I can use it as a custom variable in my email sequences?
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Insights is pretty awesome.....
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Insights
Insights is pretty great so far. Able to build some awesome reports. But I'm having trouble building a report and I don't understand why since I am on the advanced plan that allows for use of custom fields in reports. Deal performance report. Deal value along left axis and along the bottom axis I want to use a custom…
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Pipeline visibiity
How can I limit visibility to only one Pipeline for a sales person? Right now it seems that all of my pipelines are visible to everyone or if I change it to just me, all pipelines are changed. I am not able to figure out how to have different visibility rules to different pipelines.
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Deal Value problem. Pipedrive seems to force everyone to use fix pricing, instead of allowing us fle
Deal Value problem. Pipedrive seems to force everyone to use fix pricing, instead of allowing us flexible pricing as an additional option. I can't use the Products feature either because it's all done on fix pricing. Can someone please suggest to the Pipedrive Engineers to allow us in our auto workflows to allow brackets…
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Be able to FILTER/ QUERY All Participants attached to DEALS
PARTICIPANT QUERY. A bit frustrated here. Hope you can push this forward as I have seen this request posted numerous times to Pipedrive development and yet it remains unresolved. We operate an International Soccer Development Company which specializes in Sport travel. We need to be able to pull a Participant query with…