Sales CRM

Archives for August 2022

Does anyone have thought on data cleanse reports
Hi pipedrivers, We currently have 37,000 contact records in Pipedrive - and are looking to do a bit of a prune as a lot of these contacts are from a legacy CRM import and don't add a lot of value. We are thinking about writing some reports to select records for deletion. We were thinking "Update time" was probably a good…
Team member departing
Hi - I leave tomorrow and my boss obviously doesn't want to pay for my seat, but doesn't want to lose my information (especially emails). Is there a workaround for this without being charged for another seat? I saw a thread re this but no comments since 2020 - just wondering how to proceed (asking for a friend ....tehe! my…
Duplicating all the information from one account.
Hi. I have a pipedrive account that we use for sales. It contains over 7000 names of prospects from Ireland and the UK. I want to separate the two locations for ease of use. Is there any way I can copy all the information about the UK propects (all the data fields and contact history) across into a new pipedrive account?…
Data Cleansing Options
Hi Pipedrivers, Apart from DeDupely, what are the current data cleansing options for PD? We have a large number of contacts and need to a significant de-dupe and prune. Just seeing what tools people are using. Cheers, Jamie PS - No issue with Dedupely - just scanning to see what all the options are.
Is it possible to include a field in a hyperlink in an email
Hi, I want to be able to insert field into a hyperlink of an email. It doesn't seem I can use the dropdown, can I use shortcodes? e.g see attached - I want to pull out the Email address in a hyperlink. I would expect the shortcode to look something like this: [email] or {email} and it would include the persons email. Is…
Where to put all sales documents like cheat sheets in Pipedrive?
Hi guys, Where do you usually put sales documents and/or any updates for the sales reps in Pipedrive? I don't think they have it in the CRM? Spreadsheet doesn't work as we're a property company and we have so many updates about many properties in one day. It'll be great if we can put a link of the construction update in…
Pay for Set up
My question is , are there any developers or IT staff that we as users can pay to set up our work flows and automations, as I am busy focusing on my business there is no organisation in my work flow and I never get time to properly set it up , I'm always doing something wrong and having to start from scratch. I have used…
Deals
We want our deals to be repeated in 6 months so we can follow up with clients - should I add a column on deals page or how do you schedule follow up for this, so you automatically cycle through the sales process for reordering?
Information sharing
Hey there - very new to Pipedrive and have two questions. If there are only two of us working together, how can I see all of my colleagues information (including emails etc.) on Deals page? We have checked all settings and cannot seem to rectify for me to see all of her information. Any help is happily received!
Using Pipedrive as a PRM
Hi Pipedrive Community, Does anyone here use Pipedrive to manage their Partnership relationships? I'd love to see how people are doing this before I dive in myself. Thanks in advance
How to export People (contact name, info) and Organization (name, custom fields) in one report?
Does anyone have a workaround for this particular Pipedrive limitation? I have been asked to export a spreadsheet that includes Organization data and People/Contacts data for those organizations. After attempting this previously and resorting to a very time-consuming reconciliation of data after exporting each dataset…
When will Projects be included in the Search Function?
Hello: When will it be possible to locate Projects using the search function? I thought we were able to in the past, am I misremembering? Either way, projects should be searchable.
Is it possible to archive Contacts?
Hi! If the contact person for a client changes - is it possible to archive the old one? So that we don't lose all the info from the past but the contact does not show in the contact list as active? What are the possible solutions in these cases?
What is the best way to connect the mail
What is the best way to connect the mail, where the applications pour from the site: as a separate new user and synchronize the mail? is it easy for any of the existing users to sync mail? so that these emails with applications immediately fall into the "Leads" section
Last Email Sent filter inconsistencies
I've set a Contacts filter to show me all contacts created within a date range who have not sent or received an email (last email sent and last email received are both empty). From this list, I sent out a few email templates yesterday, but when I refreshed the same filter, many of the contacts I emailed are still on the…
How to streamline the sales invoicing process: What to include in a sales invoice
A clear, accurate sales invoice will encourage buyers to pay in full and on time so you can maintain a healthy cash flow for your business. Ensure recipients can easily process your invoice and pay you on time by including these components: Contact information (for both parties) Date of issue. This helps the customer…
How to streamline the sales invoicing process: What to include in a sales invoice
A clear, accurate sales invoice will encourage buyers to pay in full and on time so you can maintain a healthy cash flow for your business. Ensure recipients can easily process your invoice and pay you on time by including these components: Contact information (for both parties) Date of issue. This helps the customer…
Editing logos/shortcuts on the left side of the page
How does one edit the logos on the left side of Pipedrive? For example I would like to remove/hide "Campaigns" and "Marketplace". I have seen some demos videos where this appears to have been been done, however I am unable to find information on how to accomplish it. Thanks!
Pipedrive Workflow Automation beta-testing
I would like to be beta user for that new feature. PLEASEEEEEEE!
Trigger Email Automation only first time project (deal) is moved to a phase
I would like to send an email when a deal or project is moved to a phase for the first time. Based on my workflow, however, it may be that the deal or project gets moved out of that phase and back into it later on - maybe many times. Is it possible to trigger the email automation only the first time a deal or project gets…
Is there a way for Admins to see emails from salespeople to contacts that they are not included in?
We are finding that multiple people are talking to the same contact without knowing. Is there a way for admins to be able to track or see emails between contacts and salespeople?
Is it possible to edit an existing lead through a Gravity Form submission?
We are using the Pipedrive Add-on for Gravity Forms in order to create a new contact and deal when form A is submitted. This is working perfectly. We would like to have form B pop up in a modal after form A is submitted. Form B would have a couple of optional questions in it that, if submitted, would update/edit the…
Is it possible to sync multiple calendars with one Pipedrive account?
Hi there, I'm looking to sync 2 or 3 calendars into Pipedrive so I could effectively use Scheduler function. My main email client is Outlook (Office 365) aka the email I use to login to Pipedrive and have emails sync. The other two calendars - one personal and one is other business account on G Suite. Would appreciate any…
How to reach support?
How can I contact support?
Jumping from a Deal to its Pipeline
How can I jump from a Deal to the Pipeline that it is in? I know I can edit the Pipeline and Stage from the bottom left dropdown under the progress bar. But can I jump from a Deal to the Pipeline itself? Seems like something Pipedrive should be able to do! If this is not possible, I will put this in as a feature request.
Custom Field (Deal) to be auto filled from value/field in Person
Hi there, I have a language field in Person. And I need this to carried across to a custom field in Deal. How can I connect these two fields? ** I need the deal to have this language information for a Zapier automation which follows. Help is much appreciated :)
Pipedrive App for cold calling - India - Redmi 8 A dual mobile app
Hi i am using the Pipedrive app from India on my Android Redmi 8 A dual mobile and the app does not log the cold calls i make. Cold calls = Numbers not saved on my phone or Pipedrive CRM / Pipe Drive Mobile app. I remember a few years ago PD did offer this feature where in you would get a call summary after each incoming…
Do you have problems with email syncing on a very regular basis?
My company has about six users, using PD. We use Exchange services for our email and our email sync works 70% of the time. Two PD admins spend a lot of time, clearing cache, testing in icognito, removing sync, adding sync back in - trying to get email to sync. We are all using Chrome browsers.
Merged: Add multiple subscription models, add ramp-up plan models, and edit subscription plan
This discussion has been merged.
Deal converting with one Click
For example, can I mark 35 different organizations in my list to turn them into deals who are WON with just one click instead to grab every single organization and to turn in an WON deal?

Sales CRM

Discussion List