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Participants
Hi. I waded through half a dozen CRM's before circling back to Pipedrive and signing up.I'm therefore rather disappointed at the pitifully weak handling of multiple deal participants -- this could well be a show stopper.
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Can multiple people be linked to a deal?
I already know the answer: Yes and No. Only one main contact. Participants can be added but this is weak -- they are in a separate list and can't easily be cc'ed.I assume this is a fundamental limitation of the software platform
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Sharing calendar event with another user
If I have a meeting set up for let's say Monday at noon, how do I share the event and details with another user on the same account? Basically, I want someone else in the office to have it added to their calendar as well. Any help is appreciated. Thank you
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needed mail server/host recommendation
I currently have a 3rd party email host/server with register.com. I am having a difficult time with support to allow pipedrive to connect without issues. Any recommendations on a good 3rd party email server/host?
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Reporting on Webforms
The columns in this image are | views | interacted | submitted | conversion | I've got a few web forms running, one of which is a booklet request. The form itself knows the number of clicks and conversions, but how can I produce a report showing me these 11 submissions? My marketing guy would like to follow up and talk to…
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Followers Filter for Contacts
We have 3 divisions belonging to our company working with the contacts in Pipedrive. One of the goals with Pipedrive is that all have access to everyone's contacts across these divisions, so one common database is established. As only one person can be the "Owner" of a contact the others are listed then as "Followers" if…
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Multiple Deals Linked to a Head Contract
Hello, I was wondering if anyone has any experience with having a Multiple Deals Relevant to a Single Head Contract. For example we have a tender where there are 3 different locations (essentially seperate deals, as each location has a different value), but ideally we would have them all linked to a main head contract deal…
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Is Pipedrive suitable for B2C
Pipedrive instantly jumps out to me as B2B. Every default phone number or emil address is set to "work" and not "home" ... adding a lead with full name, address and phone number is not straight forward. I have to create custom fields for Address ... really .. something as simple as address requires a custom field?…
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Email signature images continue to attach to contacts
Is there a way to stop email signature images from repeatedly attaching themselves to our contacts in pipedrive? This happen to much
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When adding a new client. Do you prefer the default field of Instant message or Phone number?
When adding a new client. Do you prefer the default field of Instant message or Phone number?
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Stat Equipes
Bonjour, Apres avoir créer des équipes, je souhaite que le manager de l'équipe ait la visibilité des statistiques de l'équipe. Je n'arrive pas à lui donner sauf en lui donnant la visibilité sur l'entreprise. Avez-vous des solutions?
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Additional options for deal results required?
Additional options for deal results required?
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How do you train your sales team on how to use Pipedrive?
Hi to all, I would like to train & prepare a clear how to use pipedrive for my team. I was wondering if using academy video or is there any material for that? Thanks in advance, Laura
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Welcome!
Un benvenuto ai nuovi membri della community! @Tiziano Tassi se hai bisogno contattami pure ;-)
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Ability to Report Revenue (value) by Product
The current 'Product Value' field shows the total deal value and not the value of the product. Also Product is not availible as a filter in nearly all filters
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Allow me to select the default email address of a given contact to use on a given deal
I have many contacts who have multiple email addresses related to their work with different customers. For example, Joe is a freelancer or consultant who works with several companies/organizations and he wants to help each of them buy my software. When he's working with Org A, he uses joe@orga.com and when he works with…
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Allow contact-based email template fields based on the main contact person on a Deal, and not just t
I am making an email template and I need to be able to use the email address of the Deal's primary contact as a template field, even if that contact is not the recipient of the email. Currently, it provides a bunch of fields from the Contact object, but that seems to be based on whichever contact is in the "To" field of…
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Ability to add leads via the Pipedrive app
I'd like to see this feature added to the app. Being on the go all the time but needing to wait to have the laptop or desktop open to add leads is a bit of an inconvenience. Let's make this easy to record new leads and grow the business!
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How do i enable notification for my sales reps on Pipedrive after deal has been assigned to him/her?
How do i enable notification for my sales reps on Pipedrive after deal has been assigned to him/her?
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How to merge duplicates based on email address only?
Hi, I use Pipedrive for a consumer saas onboarding. People might sign up with Nicknames and sign up more than once. Now I am struggling with merging contacts based on their email address (as this is their unique identifier, not the name). Does anyone know, how that works? David
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How do I recover deleted activities?
I accidentally bulk deleted my overdue activities on all my deals. How do I undo this mistake? Either by a bulk method or by recovering individually in each deal?
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Can you filter leads by postcode?
Does anybody know a way where you can search for the first part of a post code and then see all the leads that correspond?
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When to use close deals vs won deals in my pipeline?
We do a lot of outreach, recruiting and campaign with prospects for our affiliate marketing program. I have separated everything into into three pipelines. Now prospect from the first pipeline enter the next pipeline where once recruited are won deals. These new affiliates will then move onto campaigning. once the deals…
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Feature request: option to only sync email for existing contacts
In my ideal setup, only email for existing contacts would be sync'd into Pipedrive. As it is I end up setting up a horribly long filter list to avoid newsletters, system emails, internal-only emails, partner/supplier emails, etc getting pulled into Pipedrive. In this kind of scenario, my workflow would look like this: (a)…
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Verifying email metrics/performance? Anybody ever made a dashboard?
Hi guys, So I've been emailing for leads/sales, and been testing out different messaging. While our opening rates have been great so far, I've honestly been a bit underwhelmed on the reporting from Pipedrive. I test out different messaging, we send to different levels, people are in different time zones, and then the…
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Pipedrive + Notion
Is it possible to integrate Notion Workspace to Pipedrive? Has someone gone through this process? Is it necessary to download clientes details to a spreadsheet or is there a way to make this process easily threw the API
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Able to show line items and totals exclusive of discount
Dont think I am missing something here but when create docs I would like to show a total price, then any applied discounts and the resulting final price. You don't seem to be able to access the prediscount which I want to show in any proposals ? In the example below the total price pre discount is £688.50 but that doesn't…
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Can I add a "name" variable to the default "Call" text?
I would like to know the name of the person I have scheduled in my calendar. Adding a variable would cut down on the time it takes to type the name.
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Keep old information in contacts
Hey there ! How do you keep information such as previous position & organization in Pipedrive for contacts? Thank you ☺️
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Finding or restoring people who have been deleted
Hi Wondering if its possible to find out any CONTACTS which have been deleted by another user. there is no way to filter on STATUS of a CONTACT and thus how would i find if an employee has removed them accidentally or not and then restore them Thanks