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Simple choix ou multichoix
Bonjour, Est il possible sur un choix de fiche prospect en choix unique de le faire passer en multichoix et conserver ses données déjà rentrées . Je sais pas si je suis claire en gros pour mes fiches prospects j'ai créé plusieurs choix de statue comme par exemple prospect, client , ex client , hors cible , fermée, etc...…
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Myyntiputken arkistointi
Moi, onko olemassa mitään fiksua konstia arkistoida tai vaihtoehtoisesti poistaa näkyvistä kokonaista myyntiputkea tuhoamatta sitä? Meillä on yksi myyntiputki kohderyhmään, johon myynti saatiin ensin hyvään alkuun, mutta koronan takia pysäytettiin kokonaan ja sitä saatetaan jatkaa joskus tulevaisuudessa mutta ei ainakaan…
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Hi - I'd like to know how to add multiple tags to each of my contacts. So I can do a search on a lo
I tried this using the labels segment however I cannot add multiple labels to a contact. Ideally each contact will have 4-7 tags Any help would be appreciated! thanks
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Commercial Director
Reports to measure productivity by analysing specific activities within the stages of a funnel...NOT possible. Trying to create a report where I can see which activities that has been registered (both as scheduled and completed) in each of the stages of a funnel. A report like this would give me a better view of how our…
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Can I use the Unsubscribe footer in regular sales emails?
To be GDPR compliant our DPO requests that we use the unsubscribe link in all emails, such as between sales reps and customers. Can we "copy" or use the unsubscribe footer in sales email templates?
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📣 Pipedrive Project management - Beta release
Dear Community Members, We’re excited to introduce the closed beta release of Pipedrive Project management. You are part of the first ~70 carefully selected companies to get access. Project management is there to help you continue your project delivery after the closing of a deal so that there is no need anymore to hack…
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Help needed: How can I filter "subscription" and there "description" containing a word
Challenge: I would like to see all companies with one or more deals where special words are included in the description of the subscription. Problem: Unfortunately, these fields do not appear in the Insights and Filters for selection. Background: We use the recurring billing model for all products that have an endless…
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search_for_related_items does not return leads
I'm trying to search all people and related leads by email. GET /itemSearch { term: "test@acme.com", item_types: ['person', 'lead'], fields: 'email', search_for_related_items: true }); Searching for a "lead" item type will return only lead that is not attached to a person. But by using search_for_related_items I should get…
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Is there a way to segment insight reports by organisation fields?
Does anyone know of a way to get round the below issue: When I try to segment a deal performance insight report, it only allows me segment by deal fields (such as 'lost reason'), but not by organisation fields (such as 'organisation sector').
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For a residential real estate brokerage firm, where would you organize properties?
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Can we add GTM code to iFRAME Url for our pipedrive forms so we can use Google tracking?
Hi there - we want to implement tracking through an iFrame using Google Tag Manager. How do we add a GTM code to the iFrame URL? I note a while ago it wasn't possible - has this been updated please Thanks Katie
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What’s the Difference Between Gross Sales vs. Net Sales?
In order to create accurate sales forecasts to paint a picture of where your business is going and set realistic quotas for your sales team, you need to understand your total sales and revenue. There are two main ways of keeping tabs on sales and each is important to grasp: * Gross sales, which is the sum of all sales made…
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Insights: Not get the data I need
How to get a percentage number in Insights? Such as: All deals / custom field of “Appointment Attended: Yes. This will give me my appointment rate Trying to get my KPI’s for my business. I have not gotten much of the actual data out of Pipedrive yet. Seems like a 3rd party app might be bale to handle the job but right note…
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How to streamline Duplicate-Checks?
Hi all, I am currently wondering if there are any best practices how to check whether a Lead already exists in our Pipedrive? Really best case would be to somehow have an excel list and it returns something like "already existant" or "not existant yet" to that excel sheet. Is there a way to do it? Or what are other best…
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Como usar o PowerPoint como ferramenta de geração de proopostas? (Smart Doc)
Como usar o PowerPoint como ferramenta de geração de proopostas? (Smart Doc)
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Insights help: revenue by activation, not close date
Hi, I'm trying to look at my weighted revenue pipeline and can't seem to find a way to show it based on distribution; I can only seem to see it based on expected close date and the whole deal value is added to that month. For context: I run a media company and a deal might be $10,000 per month for 6 months actualising…
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Best Phone for PIPEDRIVE Functionality
I have been using an Android Pixel cellular phone for the last four years and the PipeDrive App does not work well with it. I am only able to receive partial database information. Assuming it is not PipeDrive's issue, has anyone had 100% PipeDrive success with Androids? If so, what model phone are you using? The last time…
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Ter a opção de inserir o logo da empresa
Ter a opção de inserir o logo da empresa
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Hola! Que herramienta me recomiendan para reportes online de ventas integrados a PD?Muchas gracias!
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Email Signature Help
Hi folks, Trying to add my email signature by coping and pasting from my outlook email, but the images won't show up on Pipedrive version, is there a reason for this? Thanks
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Daily digest
Is there a way to get a daily change digest like you get in Trello?
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Feedback and Suggestions: DEAL - Entry Fields - Show how many items are left
It would be great if I'd know how many items are left in the entry fields. For now, I have to guess. Otherwise, party of the typed words are gone forever after saving.
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View Open Deals per Month - Data Visualization
Does anyone know of a way to view the Value of all Open Deals per month? Regardless of the current status. For example, "What was the value of Open Deals during March 2021" (regardless of whether those deals are open/closed at this point). I have been exporting data and creating Pivot Tables, can't seem to answer that…
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Klenty vs Outplay
Hello, Does anyone have experience with using either Outplay or Klenty for marketing automation? We've been looking at Active Campaign for marketing automation but was curious how it compared with Outplay and Klenty since it's an app extension. Thank you!
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Moving a deal to different stage based on an Email open
I attach quotation / proposals to email using the documents feature with tracking on open. Is it possible to move the deal to a different stage when this happens?
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EDM Capability
Any way I can attach a pic to an email that looks like an EDM, not an attachment?
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Auto send email with attachment when new lead with unique identifier is added
Hi I am building a Qualify and Route leads chatbot. One of the options is for prospects to receive a report. Is it possible to have a workflow that automatically sends the report as an attachment to leads with a unique identifier, when the lead is loaded in the leads inbox? I'm struggling to make this work. * In the Leads…
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How best to define when a LEAD becomes a DEAL?
Hello, I am trying to wrap my head around cold/warm/hot leads and the lead/deal qualification process. Would a marketing role start working on a warm lead that let's responded to an email campaign... and be responsible only for getting them to a "hot" lead? Or would they also qualify the lead, and ONLY when the lead is…
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How to link pipedrive to website
How do you link Pipedrive to your website to create a chat?
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Edit contracts from right panel in the inbox
Sometimes I get more information about a contract via email (last name, title, etc) and I want to quickly add it to the contract without leaving the inbox. It would be great if there was a way to quickly edit the contract from the right side panel in inbox so we don't have to leave inbox or open another tab.