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Pipedrive KPIs
I am new to Pipedrive. I’m infested in KPIs others are using that are easy for reps to log, managers to track, but most importantly drive great results. Thanks In advance!
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I would like to be able to register a person in more than one company. Example: John Doe may work at
Alsooooo, be able to register more than one "owner" of a particular "Deal" (i can assign a deal to two or more staff members)
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Pipedrive email screen
Gmail and Mac Mail and Outlook have had various split screens for decades. Is there no way to get a screen in Pipedrive where the message headers are listed on the left and you can view the body of the highlighted header on the right? The monolithic list of headers is hard work. Or is there a different way to work that I…
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Split screen
Hi folks! I I put a huge amount of work into setting up Pipedrive only to find when I start using it live that the email interface seems crude and unworkable. Gmail and Mac Mail and Outlook havr had various split screens for decades. Is there no way to get a screen in Pipedrive where the message headers are listed on the…
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April Fools’ Day email examples to try this year
There are many email marketing benefits to gain from sending a humorous April Fools’ Day email. Generally, an email marketing campaign is a great way to increase engagement and drive conversions, and it has the highest ROI of any digital marketing channel at over $35 for every $1 spent. Add a comical aspect to your email…
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Aanpassen mail_from emailadres in Pipedrive (verzending via Gmail)
Hi all, 2 weken geleden hebben wij een namechange van ons domein en daarmee ook van onze e-mail extensie doorgevoerd. We zijn overgegaan van Fondsnieuws.nl naar InvestmentOfficer.com. Wij maken gebruik van Gmail, operationeel werk ik echter in Pipedrive, het Gmail account is daaraan gekoppeld. Mails maken en verzenden,…
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Anyone have experience with web forms?
Interested in knowing more about web forms! Anyone have experience with this? #webform
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contact to prospect
Hello, i'm trying to access a prospect view from the contact view. We can't do it natively in pipedrive. does someone have a tips about it ? Have a great day,
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Who would love to have an email validation option? This would facilitate keeping the DB clean from p
Who would love to have an email validation option? This would facilitate keeping the DB clean from people who moves out.
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Any suggestions on what apps can we use to auto populate company/people fields in Pipedrive?
We have 60000+ contacts in it gets hard to have everything updated
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Switch to another organization hidden under More actions
Hi, when looking at the Organization of a specific deal, Switch to another organization is hidden under More actions. Multiple times per year, when someone in our team wants to modify the organization of a deal, the member will use the Edit all fields button since the Switch to another organization button is hidden. This…
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Product Variants + Volume based discount
Hi, I have multiple variants of a product (with different SKU) and would like to offer a pricing discount based on the amount of volume in the total deal. More volume would evaluate to a greater discount. Is there a way to configure that in the platform? I noticed that I could set up a workflow with product counts and…
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Reporting on Products
Hi there, we are using Products in our offers and we would like to report our revenue "by product" (and ideally also by Product Category). It looks like there is no way today get this information. Any plan release such feature? Thanks !
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Selective Two-way Sync & Google Contact Group Definitions
I would like all Google Contacts to sync to Pipedrive, but only a subset of Pipedrive contacts to sync to Google Contacts. How do I do this? Also, when I attempt to link a Google account, I see a couple of different "Group of contacts" options, that aren't clearly defined for me. Is there any documentation that explains…
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Faktury - czy da się?
Dzień dobry Szanowni Państwo. Czy ktoś z Państwa ma doświadczenie z integracją z jakimś rozwiązaniem do faktur. Wiele rzeczy ogarnąłem albo przynajmniej wiem, że „da się”. Ale faktury nie wiem. Jeśli ktoś chciałby pomóc oczywiście odpłatnie, albo dać wskazówkę, to byłbym wdzięczny. ps zitegrowałem z xero, co trudne nie…
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Shareable Dashboards
A shared board cannot be modified or copied to modify. Insist "or copied to modify". An own dashboard cannot be copied to configure other variables. Is it really so?
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Good all, Please advise how to add follower (new sale person) to existing organisations/people in bu
managing the followers list
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Are you Interested in B2B Leads for your business?
Are you Interested in B2B Leads for your business?
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Currency converter when product added
Hi Team, for example I have a few products in USD. My default currency is € How to make proces like below when I’m creating deal: * I put Item Item 1 what is in USD. * system is change value in real time from USD to €. * item 1 is put in deal in € It is useful when I’m reseller of global prosucts. I have to show always…
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Looking for help with pipedrive setup
We are trying to set up Pipedrive CRM for our sign manufacturing business but are not finding enough time for the learning required. Is there any pipedrive consultant in Alberta, Canada, we can engage to help set up Pipedrive for us? Any help is appreciated. Thank you
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CUSTOM FIELD PERMISSIONS
Hi there, Is there a way to customize permission set for a specific custom field? For instance, so as to use the deal screen as a process tool having a field where an administrator can acknowledge receipt from a sales rep of certain paperwork, or for instance 'payment received I need to be able to have my administrators…
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Best Form Options to pull in fields within platform
Need recommendation of best form product to use that will pull in fields within the platform?
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Hi I sell a lot through partners and would like to have the same contact person both be on the Partn
Hi I sell a lot through partners and would like to have the same contact person both be on the Partners Company and the Customers, The sales person differs from case to case., eventhough same partner eg. . BUT is this possible? To day I use a custom field for source (Partnername), but that was meant for company name level.
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Guys, wouldn't it be great to be able to allocate multiple emails to a deal at once??
Guys, wouldn't it be great to be able to allocate multiple emails to a deal at once??
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Account Based Marketing & Sales
Looking for a partner who has successfully implemented ABM in Pipedrive. Reviewing the Tech Stack required to execute on activities and manage objectives for: * Sales Activities including Account Management, Call Plan Management, Opportunity Management, list creation and a few others. * Sale objectives for Management…
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Organize Email Templates Alphabetically?
I used to be able to sort/organize my email templates alphabetically in Pipedrive and now I can't. Does anyone have any suggestions? It's just getting a little messy back there with all of the email templates I have created. Thanks.
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Assignment of Leads to owner- can it be done automatically?
I am looking to integrate my lead generation directly into Pipedrive which is achievable. Is it possible to then distribute those leads to members of the sales team as they come in and if so how?
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How do I see who completed an activity or when an activity was created?
If an activity is marked completed, but it wasn't done, how can I see who marked the activity as completed, and, can I see the date/time an activity was created or marked completed and by which user?
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파이프드라이브 가이드: 파이프드라이브의 데이터 구조 이해하기 / 커스텀 데이터 필드 세팅 팁
파이프드라이브의 데이터 구조를 이해하면, 파이프드라이브에서 데이터를 세팅하실 때 좀더 정확하게 데이터 필드를 구성하고 데이터를 수집하실 수 있습니다. 이 포스팅에서는 파이프드라이브의 데이터 구조와, 각각의 데이터들이 어떻게 파이프드라이브 CRM 안에서 연결되는지를 알아보겠습니다. 1. 연락처 데이터 * '연락처' 데이터에는 '고객(=거래처 담당자)' 와 '조직(=거래처)' 가 있습니다. * '고객' 데이터는 담당자 개인에 대한 정보가 축적되는 곳입니다. * '조직' 데이터는 '고객사'에 대한 정보가 축적되는 곳입니다. 2. 리드 / 거래 데이터 * '리드'와 '거래' 는…
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Logo by Scheduler
Hi! I coundn't find this information anywhere - is it possible to exchange the logo by Scheduler from the Pipdrive logo to our company's logo? If yes, where can I find it in the settings? Thanks!