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In product list view, can we see deals where a product is attached?
Greetings, For each product in the product list view, can we see the list of deals where this product is attached? If it's not possible, then I believe that writing a makeshift app will be the only viable option right now because the API provides such a feature. Regards. Ted.
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🏆 🇺🇸 Success Story: How Pipedrive can turn struggling reps into all-star salespeople
https://* https://pipedrive.hubs.vidyard.com/watch/3ZkLVvrGmXCqW3LijzziPc?autoplay=1&muted=1?ref=community_post@Mitch Workman , Digital Marketing Director at Big Dog Solar thinks Pipedrive is “awesome!” Thanks to Pipedrive, the American solar panel installation company now knows which leads are driving the most revenue.…
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Calender Sharing
Hi Is it possible to share my calender on Pipedrive?
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how do I add my phone and another computer to my account? when I went to the App on my phone - it sa
How do I add a device?
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Mailigen and Pipedrive Accounts
Okay so I need a recommendation on best practice. I have a filter set up to pull in any open deals. That filter then feeds to Mailigen. I excluded anyone in this filter to be sent a Prospect Monthly Marketing email I just sent. This doesn't seem to be the right approach as my email to "prospects" in Mailigen was just sent…
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Error on PipeDrive Calendar reporting?
I normally have a browser tab opened up to my PipeDrive Calendar all day long to check my progress. Today, I was reviewing my activities in this calendar to get my itinerary set. When I got my emailed itinerary, it showed an event that was not showing on my PipeDrive calendar tab. I went back to the deal that this was…
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Thinking outside the box. ... use PD for your supply chain too!
We've been using PD for going on 7 years. ... We were merrily dealing with our prospects and customers when I suddenly realised that PD could handle our supply chain as well. .... (well, given our specific circumstance). We work with a large e-commerce store and often order samples be sent from our suppliers directly to…
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A Sales Engine that Drives Customer Relationships, Part 2 Sales Strategy Components
Hello everyone, This blog post is part 2 which will take you through the sales strategy components of a sales engine. It focuses on the key resources, key activities, performance, and culture of a sales engine. You can check it out here. I'd love to hear your feedback & thoughts.…
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Feel like Mentoring me?
Hi I am looking for someone to give me a one hour consultation on setting up PD for my needs and show me around. Contact me at yair@digitallentils.com if relevant. Thanks Yair
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Vill du spara upp till en dag i veckan?
När jag startade mitt företag så hade jag som ambition att bli så digital som möjligt. Jag ville effektivisera mitt arbete för att frigöra tid till det jag brinner för, att hjälpa andra att effektivisera sin försäljning. Nu vill jag dela med mig av min kunskap till dig. 🙂 I den här e-boken får du tips på 6 digitala verktyg…
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Looking to Hire Google/Pipedrive Expert
We're looking to hire a consultant to troubleshoot our Google/Pipedrive implementation. We have a long-standing technical issue where information is being removed from Google Contacts. We need help troubleshooting the problem. Thank you! adelacruz@sagaciouspartners.com
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looking to hire - Reports on Pipeline
We're looking for a short term contract (half day max) to set up reports based on different things like Location, etc, on our company Pipeline. Thank you Susana
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Workflow automation based on unopened email
Can I create workflow automation based on the status email tracking? For example, if the original email was not opened in 3 days can it be resent?
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🏆 🇩🇪 Success Story: How a six-person team manages all their leads, deals and suppliers on Pipedrive
https://pipedrive.hubs.vidyard.com/watch/jM79sFsN5p8cXd9uRWnucX?autoplay=1&muted=1⚙️ Click the cogwheel for subtitles in English, German, French, Spanish and Portuguese. @Bernd Auer from PD Experts caught up with CEO of Charterbar Yachting @Ümit Uzun to discover how the Germany-based yacht charter company is benefitting…
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🏆 🇩🇪 Erfolgsgeschichte: Wie ein sechsköpfiges Team all seine Leads, Deals und Lieferanten mit Pipe
https://pipedrive.hubs.vidyard.com/watch/jM79sFsN5p8cXd9uRWnucX?ref=community_post@Bernd Auer von PD Experts hat sich mit dem CEO von Charterbar Yachting @Ümit Uzun getroffen, um zu erfahren, wie das in Deutschland ansässige Yachtcharter-Unternehmen von Pipedrive profitiert. Nachdem ihr bisheriger…
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how can I create a reacurring slot in my pipedrive calender
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Edycja daty zamknięcia szansy - Pomocy!!!
Jak mogę edytować daty sprzedaży w ostatnich miesiącach? Czy można edytować sprzedaż w zamkniętym miesiącu? Zdarza się, że muszę dodawać zyski, a nie znalazłam odpowiedniej opcji. Wszystkie moje próby to porażka. Będę wdzięczna za pomoc.
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🎥 Pipedrive users wanted for promotional video (and get Pipedrive swag!)
Hey everyone! I'm a content producer here at Pipedrive and I'm looking to talk to Pipedrive users for a promotional video. I'm looking for: * users in Germany or Brazil 🇩🇪 🇧🇷 * who have switched over from another CRM platform (mainly HubSpot or Salesforce) * to talk about why they switched, features that they really…
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Thursday Topic: Success Stories 💪🏆
This week the focus is on you: tell your community peers your success stories (pro tip: you don't need to be a Pipedrive user, we just want to spread the good news!) * How did you flip that lead that seemed lost into a deal and a signed contract? * What was your lightbulb moment about the best way to approach negotiation?…
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🎥 Pipedrive-Nutzer für Werbevideo gesucht (und Pipedrive-Merch gibt es auch!)
Hallo zusammen! Ich bin Content Producer hier bei Pipedrive und suche Kunden für ein Werbevideo, speziell Kunden aus dem deutschsprachigen Markt, die entweder von HubSpot oder Salesforce gewechselt haben. Wenn Ihr interessiert seid, folgt bitte diesem Link zum Beitrag, den ich bereits im Pipedrive Community Research…
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⏰ Event: The secret behind the success of the Estonian startup scene, by Startup Hungary | March 18t
📌 Csongor Biás (Startup Hungary) and Ragnar Sass (Pipedrive, Lift99) sit down for a fireside chat in ClubHouse and discuss the magic recipe that has made so many startups from Estonia succeed worldwide. Enroll here. ⚡ Follow Events to never miss a beat of what's in your industry's calendar! ⚡ Channels you might be…
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🧠 Unpleasant Things Get Results - Sales Pipeline Course: Chapter 10 | 📽️ 2 mins
https://www.youtube.com/embed/vONsJfLHwiw?ref=community_postRejection is an important part of sales. Making contact with nicer prospects, like mid-level managers is easier and conversations less stressful but you will not sell very much as you're not dealing with any decision-makers or influencers. Learn how to make the…
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Integration Pipedrive <> Lexoffice
Hi, we're looking for a Pipedrive expert/agency to support one of the customers in custom API integration enhancement for Pipedrive & Lexoffice. Sending over more information in the below link. Are there any experts available here to help this week? This would include adding the below items to the integration: 1.…
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Renewals
For those that have renewal contract like us. We deal mostly in 1, 2, and 3 year contracts for our services in 2 of 3 divisions. We have a custom deal details field called 'Source' with options: Renewal, Cold Call, Email campaign, Referral, client request, post card, truck, yard sign, social media, etc. This works very…
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Custom fields data not available in Insights
Hi all, Is there anyway else having a hard time to understand why custom fields can not be used/shown in the new Insights if you're not on the pro or enterprise plan whilst this info is now available in the report page?
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400 medlemmar i Pipedrive Sverige gruppen
Nu har vi passerat 400 medlemmar i Pipedrive Sverige gruppen. Riktigt kul! Nu på väg mot 500.
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Question: max size for file attachment and total amount of storage available
Greetings, I have two questions about file attachment in Pipedrive: * What is the maximum size of file attachment in Pipedrive? A dev community article says you can probably upload files as long as they are at most 50 MB, but I need to give an exact size limit to my potential clients. * What is the total amount of storage…
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1-click edit for Notes/Activities etc.
Hi Pipedrive team, In order to edit an Activity, you have to click in the top right-hand corner > find the Modify button > then type. Can we have sth like * double-clicking an Activity/note... edits it * maybe a keyboard shortcut like "e" in Confluence that lets you Edit a document * Or at least a quick Edit button I…
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Convert to deal
Hi everyone, * We would need to access 'convert to deal' trigger as certain things should happen with the 'convert to deal' button has been created. * Unable to show/hide custom fields in 'convert to deal' screen. @Mike van der Valk
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Thursday Topic: Relationship Management
If you're using a CRM you're already taking steps to track and manage your relationship with your prospects, customers and maybe even your suppliers. However, not only of CRM is relationship management made, and in Sales when you think you've seen it all you find yourself in a new jigsaw puzzle to solve. No amount of sales…