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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.
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Ability to send to batches of 100 contacts
If you select more than 100 people, you have the ability to choose the first 100... but after that no assistance to select the next 100's after that. Even the ability to view 100 contact per page so I can select the first 100, send, then next page, select all, etc. NOT geared up for larger contact databases at all!
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Task Priorisation?
Hello, is there any way to prioritize tasks? It is of great importance to prioritize the various activities and get the "big chunks" done first. A list with several dozen tasks quickly becomes confusing and makes effective work unnecessarily difficult. How about a label field like we already have in other areas of…
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Serienmail mit Duzen und Siezen
Hallo, wir duzen und siezen unsere Kunden. Wenn ich jetzt an verschiede Kunden eine Serienmail schicken möchte, in der einige geduzt und andere gesiezt werden, wie mache ich das am Besten? Eine Wenn-Dann-Verknüpfung scheint es ja nicht zu geben? Vielen Dank schon mal und schöne Grüße Manuela Werschler
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PipeDrive is not loading
PD is completely greyed out for the entire organization. Nothing loads!
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Feliz Aniversário
Bom dia! No meu pipedrive tem um campo preenchido data de aniversário há algum campo para nos alertar o dia do aniversário do meu cliente?
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Could I use Pipedrive for tracking purchases?
I am a manager for a running race. I have just started using Pipedrive for all our sales processes to get sponsor deals and selling ads, more like the ordinary sales in businesses. But I also make deals where we are the customer, like marketing, ads, products, entertainment and other purchases. I think the processes are…
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Automation Emails Not Triggering
Hello, I use email automations for when a card is moved to a particular stage. For the past couple of weeks, all of the email automations for when cards are dragged to a particular stage either do not work at all or are significantly delayed for no reason that is set up within the automation. Can you please advise on some…
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Hi! Short question: Is it possible to create a funnel mirror? For example: create a General Funnel,
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Not getting "unit_prices" when collecting Products from the API.
Hello Community, We are collecting Product Fields from the /productFields endpoint. In the API response, we can find unit_prices field. But, when we are collecting Products using https://api.pipedrive.com/v1/recents endpoint and params: items=file, since_timestamp=2022-01-31 23:59:59. We are not able to get that field in…
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E-mail Tracking
what is the difference between "opened" and "clicked" in e-mail tracking?
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Exclude Won Stage from Insights
We have "won" also as a stage. After that stage, there is another stage. Unfortunately, insights always show "won button clicked" as the last stage. Sounds fairly easy to exclude that?
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Mass Unfollow?
Hello - I've searched and come up empty handed. Since I do a lot of the imports to contacts my account is now following all of these. I don't want to get notifications for anything outside of what I should be so I'd like to remove myself from following...however....that's a lot of clicking. Is there any other way to…
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파이프드라이브 기능 업데이트: 페이스북 / 왓츠앱 메신저 Integration
안녕하세요. 국내 파이프드라이브 공식 파트너사 해시스냅입니다. 파이프드라이브와 Facebook / Whatsapp을 연동하여 새로운 리드를 확보할 수 있는 Messenger 연동 기능이 출시되었습니다. 이제, 페이스북 비즈니스 계정을 통해 들어오는 고객 문의를 파이프드라이브에서 응대하고 새로운 리드를 파이프드라이브에 바로 추가하실 수 있습니다. * 페이스북 Messenger 연동 방법 * 리드 수신함 > 통합 '메시지 보내기' 클릭 * 페이스북 메신저와 파이프드라이브 앱 연동 진행 * 옵션 설명* Private : 페이스북 연동을 설치한 사용자만 메신저 응답이 가능하고,…
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Recurring Activity Notifications
New to Pipedrive. Is it possible to set up an activity or email that reminds someone to call a client every two weeks? How would I go about doing that? Any feedback helps. Thank you
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Will merging contacts impact any existing deals?
Before merging contacts I want to make sure I"m not creating a nightmare. * Will merging contacts impact the Contact person/Organization associated with any deals?* For instance, Susie Smith - ABC Company is connected to 4 deals.Then Susie moved to XYS Organization where she is contact with another 5 deals. * If I merge…
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Track opens emails + clicks + reply and web visitors
Hello, I'm looking for a way to add points per action. I'm sending emails through Pipedrive. I would like to add points when a lead opens, replies or clicks. Is it possible to track that with Pipedrive. I can use Make (ex-integromat) to do. Also I use Web visitors, it is possible to track this part with Make? Thank you for…
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Insights: Compare custom periods, e.g. pyp
Hi there, I have dug into the insights function and I am really loving it. I don't seem to be able though to add another time period, when analyzing my data. E.g. I want to compare deals created ty YTD vs py YTD. I have tried to work with the custom period of the dashboard and the report, but don't seem to get any further.…
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Webforms: Font & loading delay
1. is there a possibility to change the font. I would also pay more if I could use the font from our CI/CD. 2. the loading time is very bad with the forms. there is always a loading delay for the forms. Can this be fixed somehow? Thanks a lot! Dani
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Help from Brokers & Valuer (Appraiser) users of Pipedrive
Hi, I own an Agribusiness Brokerage & Valuation (Appraisals-USA / Surveyors-UK) professional services organisation in Sydney, Australia. I am new to Pipedrive and would be delighted to connect with users in our industry to learn about their Pipedrive experiences.
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Seeking | Office Furniture Company Users Of Pipedrive
Hi I work for an office furniture company in Vancouver, Canada. We are currently evaluating Pipedrive as a CRM of choice and would be delighted to connect with any users in our industry to learn about your experience and your implementation success roadmap.
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Consigli per i nuovi membri della community!
Ciao a tutti, due consigli veloci per i nuovi iscritti, ma non solo ;-) Primo. Compila il tuo profilo, così da poter fornire più informazioni su chi sei e cosa fai. Secondo: se vuoi una breve introduzione a Pipedrive, puoi leggere questo mio post introduttivo. e.... benvenuti!
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Lost deals, reopened to keep history, but wont show in report as DEAL created date old.
Deals have been WON, and then months down maybe LOST. Pipedrive then takes them out reporting as WON 6 months ago. Also next question, if have LOST DEAL... and then they are reopened a year down track as they are back as customer & we want all the history. But doesnt show in reporting as not NEW DEAL and reporting is on…
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É possivel associar uma atividade a mais de um negócio?
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OneNote vs. Evernote
I am looking to integrate either OneNote or Evernote into Pipedrive. Can anyone provide some insight as to which I should choose and why? I plan on using both on desktop but also IPAD Pro.
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Call logging
Been away from the app for a bit. Remind me again please. does the mobile app automatically log a call record when both dialing out from the app and also when an incoming call is received from a number that matches a contact in the database?
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Data export - times in UTC
Hello, I'm exporting activity data in order to build timesheets for billing clients. What's frustrating is that even though the users have entered their activities in the local time zone, in the data export it's all in UTC time. I need the data to be in local time as different rates apply to day shift as opposed to night…
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Lead label same as contact label - Vlookup?
Hi there, I'm using 'leads' as a way to list when new or existing contacts show interest in a product. However, I need to make the 'lead label' reflect the same as the linked 'contact label'. I use the labels to show whether the contact is an existing customer. This way, if the customer becomes a lead, the lead label will…
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Is there a way to create a deal list without filters?
I created a deal list using the filter option but there are certain deals that I don't need on this list. Is there a way for me to create a deal list manually?