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Customer case study / reporting & growing sales performance
The best part of being a Pipedrive Partner is seeing an actual positive effect on our customers' organizations. And while measuring actual numerical effects takes time, it's great to share actual stories for some of the projects we currently work on. Learn how we helped SunRoof, a photovoltaics company improve reporting…
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Contacts to Deals information not visible
Why is it that when there is a new deal created from a contact, none of the notes, emails, calls are transferred over? I have to look back at the contact profile to see all notes, is there a setting when creating a Deal from contacts? THANK YOU!
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How much do you use the activities in Pipedrive?
How much do you use the activities in Pipedrive?
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I would like to see "all" items in the "done" section of the deal log in the sequence they have been
I would like to see "all" items in the "done" section of the deal log in the sequence they have been done and not in the sequence they have been created. Is this also important for you?
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The Person and the Deal are the same thing to our business but PD doesn't handle this situation well
In our business the Person and the Deal are same thing (1 to 1) relationship. The problem we have is if we use Deals then the interface becomes very confusing because there are 2 places (that look very similar) where you add Activities. But only the Activities entered from the Deal are also added to the Person. Activities…
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Importing Princing data
Hi, I'm trying to import Pricing data (product) and I'm always having error. I think Pipedrive doesn't recognize my data format. What should I do? I tried everything : French $, English $, no $ format, etc. Thanks
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Hi. I would like to send group emails to organizations listed in our data base. Could this feature b
Hi. I would like to send group emails to organizations listed in our data base. Could this feature be of interest for other pipedrive users? Thank you!
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Web visitors
Hello... I am on the trial and don't see the option for "web visitors" in the Leads dropdown. Must you be on a paid plan for this feature to work?
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How to set deal value on a subscription based deal
I'm trying to set up a deal where what I'm selling is a subscription. Is says "Changes effective from" is a required field. However, since I don't know when (or if) the deal will close, how can I set the "Changes effective from"? All the best
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I have a complicated setup regarding ownership of contacts (organisations+people). Looking for discu
Hi all! Attached you’ll find an illustration of how ownership of organisations and contacts is structured in our business development project. This is what I’m trying to map up in Pipedrive in the best possible way- in order to be able to utilise the software in all it’s features including overview, dashboards, reporting,…
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About the BCC-Mail function
* About the BCC-Mail function: If I send an email (with companyname@pipedrivemail.com in BCC) to somebody who is a contact in PD, but not a deal, why does the email not appear in the contact side of the person? (And is it normal that it takes some time – it’s a bit irritating, especially for people who are new with…
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RelatieBeheer
Goedemiddag iedereen, Zelf gebruik ik nu pipedrive enkele maanden en ben opzoek naar een mooie manier om mijn gewonnen en al bestaande klanten goed te kunnen onderhouden. In mijn branche is maandelijks contact vereist en daar komen ook bijna iedere maand sales uit bestaande klanten. Graag zou ik willen weten wat hier een…
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Single option to multiple option
Hey! Is it possible to change a a customised data field that i have created from a single option to a multiple option one?
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Office 365 Sync and Junk (Spam) emails
Hi folks! Why is it that Pipedrive is syncing all the junk I receive? Notice those spam emails in my Junk Mail ("Lixo Eletrônico" in Portuguese) folder? Here they are in Pipedrive's Inbox, in all their spammy glory :-) Am I missing something? Currently I have it set to "sync all email folders" - but I'd expect Pipedrive to…
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Google Drive not authorizing the connection with Document Sales
Hi, I'm trying to use Document sales. Everything worked fine 2 weeks ago, but today the connection with Pipedrive is not working. Do you have this problem too ? How to solve it ? ps : i already tried to disconnect/reconnect Drive in my Pipedrive settings
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Filter Tool Allowing Deal Data/Details?
It would be great if the filter tool would allow you to pull from deal details/data and not just people and organizations.
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2 pipeline without duplicate
Hi, Does anyone know, how I can use the same company profile (without making duplicate/creating new deal) in 2 different pipelines?
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Hello Please someone can tell me if is possible create a form mail with pipedrive similar at this fo
Hello Please someone can tell me if is possible create a form mail with pipedrive similar at this form mail in our website? https://www.evolutha.com/richiesta-informazioni. Thanks for your help!
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Volgende community meet-up 🙌🏻
Een aantal maanden geleden hadden wij onze eerste community meet-up bekijk het hier terug.. We bespraken: * Wat is de community en hoe kan het jou helpen? * Welke nieuwe features werkt Pipedrive aan? * Alternatieve gebruiksmanieren voor Pipedrive * Tips en tricks om jouw team alles bij te laten houden * Algemene vraag en…
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Proposal template
Hello am lost and i can't create a proposal template with pipedrive am using a professionel microsoft account to attach my docuement but when i opened it i can't found the pipedrive field to do mapping i missing some steps am sur can i have some help please guide, video or suggestion thanks a lot
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This is how you get more meetings for your cold outreach
Hello pipedrive community, we did a 5 minutes interview with Belal Batrawy (exited 7 startups, multiple sales leadership roles) on how to get the maximum from your cold outreach. In his usual no-fluff style, he talked about - * Why cold outreach is almost like climbing up a mountain * Why most cold outreach emails fail to…
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How Pipedrive manage new emails to get linked with active deals? (user cases)
I understand that when a new email arrives, Pipedrive look for that email in the data base, and if so, will link to a deal if there is "one" deal active. But what happens when that person has multiple deals? How Pipedrive is working to "decide" to which deal it should link? Or in this case Pipedrive is not able to link the…
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Minimum users per plan
I'm really struggling to find an answer to what seems a really simple question: is there a minimum / maximum number of users for each plan? Can anyone help? Thanks
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Is there a way to see Recent Contacts?
It will be great if we can see recent contacts in Contact list. Recent I mean based on activity, date added, date edited etc.
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Hi! I'm new around here!
New to the Pipedrive community. Here's a little about me. Sales Manager at Style.me We are a Fashion-Tech startup that has developed a super cool 3D online fitting room. We sell to apparel ecommerce websites to help grow their sales, engagement, while lowering their returns. The customer experiences more confidence in…
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When a new lead comes in using Web Forms is it possible to make it so that it is not creating a new
When a new lead comes in using Web Forms is it possible to make it so that it is not creating a new organization or contact, but only going into the lead inbox. I would like to control what I put into our active system manually because some contact are getting changed or paired improperly.
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Does Outplay show call scripts?
@Laxman , @Vamsi Chaitanya , or @RamakoteswarRao Papineni Quick question about Outplay: does it show call scripts? For example, if I need a script for each call and I call different market segments or at different stages of the sales cycle, does it show a script that is specific to the situation of each call? For example,…
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Academy Webinar: "Lead the way: Why culture is key to growth" 📈 🌱
Join us for our first episode of the "Lead the way" series in our Academy, where Caroline Chayot (Atomico), Marie Moesgaard (Pleo) and Cláudia Moreira Leitão (Pipedrive) discuss how companies can successfully scale their business by keeping their DNA. ❗By the way... did you know you have an entire Pipedrive Academy full of…
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What is the main way that you prospect?
What is the main way that you prospect?
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Looking for Training | Virtual Sales Crash Course
Hi, I am looking for an individual that can train our sales organization to sell in a virtual environment. Our sales team is usually "out in the streets", but has been sidelined to being behind their computer monitor and presenting to clients. I would like to connect with someone who can do a one or two day course with our…