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Where is Pipedrive going?
Iam using pipedrive since years but the last design changes and updates are making the platform almost unusable.
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Double Product Label in one contact. Is it possible?
Goodmorning, I'm new in Pipedrive, so sorry in advance if my question could be trivial for someone. I have a question about the functionality of labels. I was wondering if it is possible to assign more than one product label to 1 contact. Because in my case, I associate the label with a product bought by the customer. So…
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Could not save draft.
Hi! While typing emails a 'could not save draft' notification keeps popping up every few seconds, does anyone know how to turn the notification off? Many thanks!
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How to download multiple files from the contacts?
Hello Everyone, I need to download the files attched (red arrow) to every contact that I have in the contact's list. PipeDrive give us the option to click the file (green arrow), however, if Ithe contact's list is about 7000 contacts, there is no sense of doing this process 7000 times. So If someone knows how to download…
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New invitees in our team are not able to see leads and deals?
Although we have kept lead and deal visibility to all but we new members of team are not able to see anything in terms of leads, deals, contacts etc. The leads which they have generated are visible to me but not to them. Do we have to buy access for them? As admin has gone to mananage user options and gave them all…
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About right-aligning mail（macに届くメールの文章が右寄せで見づらい）
I am using a mac. I use my mac email software to receive the emails I receive when I have an inquiry. When I open it in my mail software, the text of the inquiry is right-aligned and very difficult to read. Is there any way to make the text left-aligned?…
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Can we get the ability to scroll through photos on a PD back? :)
When PD switched to the new view, we lost the ability to scroll through photos using arrow keys, and instead we now have to open each file individually, which is a huge time sink. We have a temporary solution that is helping a bit, but would really like this feature back for deals with multiple photos. Margarida with the…
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Can you create multiple quotes under one deal?
Hi there We use products and Sales Docs to create our quotes, which works brilliant until we want to create options for a client. For example maybe we are quoting for a 100 chairs in green fabric but 100 chairs in leather is a different price, and we want to easily show the price difference. We can't put the options on one…
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Recording customer feedback
We are going through ISO13485 medical device certification and we need to set up a customer feedback capability. I am thinking that if we could record the customer's feedback under the "contact" or "organization" record. This would be a good place
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Linking multiple deals
We operate in the construction industry. PD is set up as follows:- Different deal for each service we provide (with multiple pipelines). But these deals may be all on the same site. Be great to link these deals together. Anyone know of a work around?
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Current customers, sending forms to collect further information.
We survey our customers bi-monthly while they participate in a year-long program. We currently use Google Forms but would like to see if there is an option to collect this info within Pipedrive and then auto-save into Google drive. The Pipedrive service recommendation was web forms, but now that we are trialling it, it is…
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Colour code activities
It would be very useful to be able to select a colour for different activities so when looking at my calendar I can see at a glance what my activities are without having to click activity and go into them and read through My role is hybrid my meetings are in the field and remote based so it can difficult and take more time…
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This Year - filter for report
Hi there, I don't understand why there is a "this year / Last Year" option when filtering. If I want to know the number of deals closed last year, I have to introduce the exactly dates. With the huge list of options, difficult to understand why is not listed these two options. It will be a great advantage to make easier…
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Can I copy a Pipedrive structure from one account to another?
Does anyone have a creative idea of how I could copy the structure (pipelines, custom fields, workflow automations) from one account to another? I don't need to copy data, simply just the structure of the account. Thanks!
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Linking multiple PD contacts (but not PD users) to a deal...
Hi Everyone, Happy New Year! So I've looked around but can find an answer to this one. I need to link several contacts that are already in PD (but not PD users), to various deals as a way of tracking which team members will be supporting various deals. I have set up a custom field on the deal using the "Person" option, and…
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Advice on a good starting sales technology platform?
Hi Pipedrivers, Any advice on a good starting sales tech platform to level up lead gen and sales execution beyond CRM? We aren't really looking for email/campaign automation - more looking for something to help support account based marketing and outbound selling. We are a B2B professional services company, based in…
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Past Due Expected Close Date Notification
Hello, I was wondering, is there a way to get an automatic notification on Slack or E-mail if an open deal is past due its expected close date? I believe that this is possible via Zapier, but I can't manage it. If someone could help me on this subject Many thanks, Camille
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Complex Products using other Basic Products
I was wondering if anyone has ever come across the need to create a "kit" in products. Example: I am selling a life-size hologram (the kit) 3 fans in Products are FV-30 and 1 Masterbox called FV-Masterbox Creating a quote I could select qty 3 of FV-30 and qty 1 of FV-Masterbox But what if I had the option to create a…
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Tasks assignerd follow up
Hi Guys, I need your support to find the proper way when I create and assign task to some of my colleagues, to get feedback when the task is finishedm or even on daily basis to get report about assigned tasks to all employees and it's status. Thank you in advance for support!
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Currency formatting
Hi! Is there a way of changing the way the built-in currencies are displayed? I would like to get rid of any decimals and also ideally show it in thousands. Thanks!
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How do I create visibility of open and won deal in my pipeline?
I have a rather different business where there are multiple steps to winning a deal. Basically, a deal can be won at stage 4, and then over the course of the next 3 stages, it is possible to lose the deal still and or win a much bigger deal on that 7th stage. I want to show the deal as won after the 4th stage, but I want…
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Creating a filter to show only blank email AND phone fields.
I've tried several variations on the filters with no success. I don't see a "blank" or "Null" or similar operator. What I need to do is bulk-delete all of the contacts that have blank email AND blank phone (name-only contacts are not useful to me).
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Commission
Trying to find an easier way to figure commission than what I am doing now. We do not have our accounting system integrated. Right now I am looking at reports for the sale person and then typing everything in an excel sheet. I am sure there is an easier way to do this that I just can't think of . Please help!
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Cross-sell
Hello fellow Pipedrivers! Our business and product selection is growing, and I am facing a problem that I am unable to solve myself. Maybe someone of you has had the same issue and can share how you solved it. We have customers that buy from us the same product every year, so they all have already a deal in the pipeline.…
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What is the best way to show commission splits for Deals w/ multiple sales agents?
We are having to currently create two separate deals for both of their pipelines and for them to put their split of gross commission in the value field so their pipeline reflects their personal commission but then we have two of the same deals showing for our COO admin view and the two agents have to pick which deal they…
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Deal: Expected Closing Date
I am looking for a way to create a report that shows the number of times a business has had its expected closing date changed. I have not been able to retrieve this information through the API. Does anyone have an idea of how I can obtain this information in a massive way?
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Calendar recurrent Meetings Synchronization
Hi there, just synchronize my calendar and it didn't show my recurrent meetings, what should I do to get all my meetings sync. here in Pipedrive?
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What is the best way to track UTM or lead source in Pipedrive?
Looking to track campaign values or pass UTM link via web form lead submissions. Thanks
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How can I test an email, before sending it.
Hi, I can't find a way to send a test email to me before sending an email through pipedrive. Anyone can help? João
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Are there any current clients who are Commercial Real Estate Brokers?
We are trying to build out the best way to set up our new listings and all the deals associated with that listing especially from a reporting standpoint and a project management & sales stand point.