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Asking advice on insights + reporting + products
I am looking to run a report on sales of products and projections for current month business as well as forecasting for future months. Currently it only comes back with each person who has closed a deal for the product. That is not helpful and frankly not something I want on my dashboard insights page. I want a quick…
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📅 Pre-populate Scheduler Form
I want to prepopulate the scheduler form with parameters I'm passing through a URL. Does anyone know what Pipedrive scheduler is using as parameters for the scheduler form fields, for example does scheduler use first_name or firstname or %firstname% etc...
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Disabled fields
Hi, We would love to use disabled fields. Why ? So we can share info with Sales from our frontoffice and not letting them change it. For example : weither a User is activated or not (helps to suggest them the next action). This is a data coming only from the website once the User is activated, it doesn't make sense for the…
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E-Mail Attachments
Hallo zusammen, leider haben wir das Problem, dass unsere Anhänge nicht gespeichert werden können. Diese erscheinen rot. Habt Ihr Ideen woran das liegen könnte?
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Having problems loading all the data or keeps freezing while typing?
Seems like the settings always change. One day the program will be correct and the next day it will not open up correctly like get Frozen or it goes back to the default settings and then I have to redo my profile.
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How to delete an activity
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Displaying custom data fields on details panel only for specific pipelines
Not sure if this is possible, but is there a way to display specific data fields only on certain pipelines? I see that its possible to check/uncheck "Always visible in person detail view" in the field properties, but these fields still appear when the details panel is expanded on a deal record. And yes, I see that custom…
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Tying multiple contacts on deals to deal items
Hi there! I've run into an issue where I have multiple contacts on deals and I'm only able to add one person to a deal. This is especially problematic with the email integration, I'm having to manually add emails to deals every time I talk to someone who's not the singular person I've added to the deal. For example, I…
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Changing multiple option selection to single
I have a drop down list with multiple options in. I want to amend this so that only 1 option can be chosen from the list
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Bulk edit button on deal level
At the moment it's only possible to bulk edit activities on de activities page. Would be great if you are able to bulk delete activities on a deal page as well.
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My leads don't have marketing consent even though they are opting in
Hi There, My incoming leads (from web forms) are not coming in as having 'marketing consent' even though they are checking the 'opt-in' check box in the form. How can I fix?
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How to restaure datas in customers fields
Hi everybody, I accidentally deleted a characterization field of the organizations. Do you know how to recover the data? This represents thousands of entries... Thanks by advance
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How can website activity of existing person be tracked?
Hi, we have people coming into PD from a formstack form via Zapier - The person is then sent an email from PD. I have used CRM's in the past where cookies are used to then track the website activity of the person on our website (this involves a code snipped on the site also) - is this possible in PD? I would expect to be…
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How to update reports
I have changed some deals to lost, but the report looks the same. How to update reports?
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Drop down menu query
Hello Pipedrive community, Is there any way to add a drop down to a custom field when creating a new deal. This would be implemented on our Project description field. We would like the drop down like the other fields as shown above /\
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When will the pipedrive e-mail compians release?
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\deal progress by date
Hey guys. I am trying out the insights page and there is a graph I need that isn't displayed exactly in the way I need but very close. The deal progress graph shows the sum of the deals that changed stages. I need a graph that displays only what stage is each deal at the end of the month. Is there any way to do so?
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Import only relevant emails from Outlook or O365
Hi all, I get hundreds of emails a day and I only want to import into Pipedrive relevant emails from Outlook or O365. I simply cannot see how to select only certain emails with specific subject lines or keywords in the body of some emails that populate in Pipedrive. I can do this with Monday.com from email but not…
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Project insights and workload reporting
I've been closely following the development of the project module, and it's safe to say that I'm excited about the progress so far. However, I'm still curious about what the future brings in regards to a couple of features that are incredibly important for us: * Adding projects to insights for progress reporting. *…
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Mail campaign :
Hi, I found very easy the possibility to send many emails in once. Unfortunately I would love to have the opportunity to make a relaunch as easiest it was for the first mail. Any tips ? Thanks
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Email Sync: all emails or manual link?
We use Email Sync to keep track of what our sales reps communicate with prospects. However, we either: * Sync and link every email to deals and leads* This gives a complete picture, but a lot of noise with emails that are not relevant (i.e. can you resend this file, or I need to reschedule our meeting) * Link individual…
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Projects in Pipedrive
Is there a way that I can mark a deal as won, without losing it from my deal screen... Im using Pipedrive to track projects from sales through to completed deliveries on site
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Date filter
Hi! How can I use a date filter "last 6 months" excluding the current date. Thanks a lot!
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Is there a way to generate a report for deals that meet a custom field entry of the organisation?
Is there a way to generate a report for deals that meet a custom field entry of the organisation? #reporting
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Assigning multiple contacts to a lead
Hi there, I have many cases of working with multiple contacts within the same organisation on a single lead. At the moment I can't see a way to assign them all to one lead - when I import the people, despite the Lead Title being the same for all 4, it creates 4 separate leads in the system. What would be the best way to…
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Product Feature Request
Is there a way to set a group activity for a long list of clients? E.g much like sending a group email you can set a group activity rather than individually.
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Replying within a colleague's email thread
There is currently no way to forward or reply to an email that a colleague has sent a client. Within our business we collaborate and work on deals as a team. Currently within PipeDrive we have our share permissions company wide allowing all team members to view all contacts, organisations and deals. We can view all emails…
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Deals Endpoint Limit
Hello, I want to create a Power BI report, I have connected to Pipedrive API on the Deals endpoint, but due to the limit I am not getting the most recent data/deals. How can I do this? Thanks
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Problem z Email
Dobry wieczór, czy mogę prosić o pomoc w kwestii maili w Pipedrive, dlaczego jedne maile wiążą się automatycznie z klientem, a niektóre adresy mailowe nie chcą powiązać się z klientem ? Miłego wieczoru
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Looking for Pipedrive experts
Hi group, I'm looking for Pipedrive expert (ideally based UK/EU) that can help on an hourly or retainer basis. If that's you, please drop me a message at daniel@geniusly.ai Thanks Dan