Are your best salespeople wasting time cold-calling low-quality leads? If so, maybe you need a few Sales Development Reps (SDRs) to prospect for you; your top salespeople can spend more time following up with higher-quality opportunities and close more deals. Here's how we recommend working with SDRs in Pipedrive.
The support bot is less than useless. I am looking to find out why I have not received my reward for filling out the recent survey. This is not the first time I never received a reward. You'd think I'd leaarn
If you create a custom field called tags, and add options - you have a pretty decent tagging system. More or less the same as the "Labels" option which has the possibility to add multiple labels per contact (as of last year). The problem with both approaches is that you can not do any mass edits. If you do a find and want…
We uses pipeline stages to track deal progress and the rotting days would be helpful apart from the fact any minor update in a deal, or communication sent, resets the rotting days. This might be specific to how we utilise the pipelines though would love suggestions from anyone that has encountered a similar challenge and…
I used to be able to print my Deals sheet. Now is only prints the screen view. How do I print the screen image when it is multi-pages?
Hi, We have a problem with the email synchronisation, it's working too good. We often see that leads quit at one customer and join another customer. Or the company changes its name and email domain. That way we have a new emailadress for the same lead. We want to 'archive' their old email address so the old emails stay in…
Hi Pipedrive, The new recurring product feature feels like a downgrade and operates very clunkily. Subscriptions – When a client updates their subscription (e.g., price or user count changes), the system dynamically adjusts. However, why does it retroactively alter past records as well? Reporting – Revenue is not evenly…
Since this week, when the title of a deal is long, it no longer automatically returns to the line. It disappears on the right-hand side of the screen, making it impossible to see the full text. I used to make a brief note of the various actions taken, using the maximum number of characters in the deal title in order to…
Hi I am syncing my Google calendar to Pipedrive and all my events are now public. My default setting in Google calendar is Private and I cannot go and change the individual setting for each event. How can I limit my teammembers visibility to my events? I don't see how I can do this in the visibility groups.
I am a real estate agent, and i need to figure out how to send out auto emails to multiple people. I have figured out how to send it to the main person in a deal, but how do i automatically CC a participant?
I am just getting my outside sale team onto Pipedrive. Why am I not permitted to import contacts from iPhone to Pipedrive?
It looks like you're new here. Sign in or register to get started.