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Is it possible to "look back in time" to see what our sales forecast was for a particular point in t
I'd like to do some analysis for forecast vs. actual and would love to know what our weighed forecast looks like over time. Thanks in advance, Jay
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Advice for Categorisation
Hi There Community I work with many different, divergent businesses with a very wide range of non-related products. I woul dlike a way to filter or sort my dealers by a category but cannot find any ready system for the action in standard Pipedrive Can somebody help?
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Unlogged admin deletions
Admins can delete notes/activities under deals. But this is not logged and shown on Change Log section. Am I the only one to think this is really dangerous? #badpractice
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Activities List Calendar view combined view
It would be super nice to have a mix of the calendar view and the activities view in one view enabling you to have the calendar overview while being able to scroll through the listview underneath.
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Activities List/Calendar view combined view
It would be super nice to have a mix of the calendar view and the activities view in one view enabling you to have the calendar overview while being able to scroll through the listview underneath.
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Activities List/Calendar view combined view
It would be super nice to have a mix of the calendar view and the activities view in one view enabling you to have the calendar overview while being able to scroll through the listview underneath.
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Activities List/Calendar view combined view
It would be super nice to have a mix of the calendar view and the activities view in one view enabling you to have the calendar overview while being able to scroll through the listview underneath.
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Embedding PD Calendar to a website
Hi There - how do we embed our pipedrive calendar into a website? Many thanks in advance.
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Tips for beginners
Currently using Pipedrive and listing everything as a “deal” wanting to see how others utilise the program after that? All jobs are sitting as deals currently.
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How are people structuring sales process steps in custom fields?
Hey fellow pipedrivers, I am curious to see how others are structuring their sales/qual processes in custom fields. At present I am including; * Source * Call Objective * Ask * Solution But am interested to see what others are capturing on the deal record to help prompt a structured approach to sales process.
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How can I set up my pipedrive for recruiting new sales reps?
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How to Create Average Deal Size Report
I cant seem to figure out how to create this report. Thanks for any help!
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hi there is a option to mark then one icon per active?
hi there is a option to mark then one icon per active?
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Report for (early) deals vs deals (certain stage)
I am working with ADVANCED license and I have not found a way to make a report to show for a period of time: How many deals has been created in a month and how many of those have been progressing to a certain step in the pipeline. Anyone with suggestions?
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Help needed on deal value and reporting
Hi Sales people! I need your advice on the reporting side. Say a customer signs now a 3 year contract: I want to know how much the client will be paying in 2022, not just the TCV (total contract value) that is shown by the Revenue forecast report. How do you get that value and how do you keep it automatically updated…
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Retail Furniture Store looking at a Pipedrive as a CRM solutions provider.
Hi folks. We are a retail furniture company in New Brunswick, Canada. We are looking for a company using it for managing customer sales relationships both in the long term and short term. Open to anyone's experiences in our industry or using it in a retail environment. Looking for your experience at ease of implementation,…
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Hello. Does anyone have any success or thoughts about using a 3rd party app to automatically turn of
Hello. Does anyone have any success or thoughts about using a 3rd party app to automatically turn off email follow-up once they have replied to the follow-up email? We send out an executive summary for buyers to review. Then we follow up with an email. When buyers reply we go into Pipedrive and manually update the "Stop…
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Calendar sync best practices
Hello All, I was going to connect my Google Calendar with Pipedrive and saw many posts around calendar sync in the community. Seems like there are some flaws around the sync. Could someone help with the best practices with calendar usage?
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GDPR violation. Remove user.
I need to remove a user because of GDPR regulations. I can only deactivate users. Please let me know how to remove this user, otherwise we have to file a GDPR complaint (fines are really high). You will have 2 weeks to comply. Thank you.
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Place for input the cost invoice
Hi! Im wondering how you manage when you would like to implement both sell and buy prices into pipedrive? IS there any particular widget? Basically I would like to calculate the margin for not only 1 product, but for like 4 positions in one deal. For now I'm using custom fields, nevertheless its not the best solution.…
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Any Progress on Native SMS?
HAs there been any development on being able to send SMS (with my phone number) from within PD? I have looked into the other solutions (Twilio etc), but they all seem to require you to have a new phone number. I want my contacts to receive the SMS from me. Any help would be greatly appreciated.
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Delete e-mail history within leads/contacs
Hi there! I've made an lead import from Close.io to Pipedrive through an API. That process brought everything, including the e-mail exchanges with leads. Is there a way to somehow delete only the email history in bulks of all these leads/deals/contacts? Thank you very much
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Show current number of deals per stage in dashboard
Hello everyone, I need help configuring a report for a dashboard please. I want to show the number of deals per stage at this very moment. So far, I have only been able to display progress/change per phase, but in that szenario deals coul be counted double which would distort the statistics. Basically, I need to show the…
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파이프드라이브 가이드: 파이프드라이브의 중복 데이터 병합
파이프드라이브에서는 중복된 데이터를 병합할 수 있는 '중복 병합' 기능을 제공하고 있습니다. 파이프드라이브 내에서 중복 데이터를 병합하기 위해서는 아래 화면을 참조해주세요. 주의: * 파이프드라이브의 중복 병합 기능은 '고객' / '조직' 중복에 대해서만 병합이 가능합니다. * 거래를 병합하기 위해서는, 개별 거래에서 병합할 항목을 찾아 병합해야 합니다. 파이프드라이브 중복 식별 기준: * 고객 : 고객 이름이 동일하고, 고객의 1) 전화번호 / 2) 이메일 주소 / 3) 고객이 소속된 조직 중 1개 이상이 동일할 때 중복으로 인식 * 조직 : 조직 이름이 동일하고, 동일한…
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Team Inbox for generic email addresses ?
Hello, We are currently using Freshsales for our CRM and actively looking into moving to another CRM. Pipedrive is a major contender. We are a small company and a lot of our customer correspondence goes to generic email addresses like contact@company.com. Question to Pipedrive team * How would be go about setting this in…
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Extend relationship type to capture various networks
I would like to extend the relationship type between organizations . eg. "Customer of" to represent customer networks of an organizations. So far there are just 3 options to link organizations (related, parent / daughter) From time to time we get insights about what products customers are using. We use this intel to track…
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Okresowe zadania po sprzedaży
Cześć, Sprzedaje usługi w formie umów o stałej współpracy. Końcem procesu sprzedaży jest dla mnie pierwsza faktura. Jak radzicie sobie z pilnowaniem działań okresowych, np fakturowanie, raporty itp, dla zakończonych sprzedaży? Pozdrawiam, Marceli
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Issues with mailing address csv import
I am trying to import a csv of organizations with a mailing address field. After importing, the address field is blank for about half of the newly imported organizations. Why? Does the text need to be a perfect match with the text string in Google Maps? Some other reason? I manually added some of the failed addresses…
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Using Deals pipeline for Leads
This has been recommended by a few Is anyone having success with this approach?
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Create filters for Leads and deals
is there a way to create custom filters for leads and deals? example: If i want to filter all deals by zip code or state. or filter deals by unit count, or filter leads by project type.