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Can you limit individual users in your view of projects or specific pipelines?
I would like to prohibit users who do not participate in certain projects from viewing them. Is this possible?
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Embed of webforms in your website is not working.
You might think, you are able to embed a webform to your website. Especially when you see this: You are wrong. This is not working and when I asked the support why, they asked the dev team and came back with the following answer: "I have just received feedback that you have discussed this with another colleague of mine,…
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Leadbooster does not work.
Chatbot appears with white frame. Livechat is not available in the mobile app but shown in any video of Pipdrive. Webform cannot be embeded on a homepage in dark mode. You cannot upload your own fonts and use them.
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Account Management After Deal Won
Hello All, I'm curious if there is an optimal method for managing customers' "accounts" after a deal has been won. We are a company that sells cosmetics B2C and also B2B. We primarily use Pipedrive for managing our B2B sales, but once we make the first sale, we struggle to find an optimal way to stay on top of their…
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Filter nach Nachnamen
Hallo, wir möchten gerne unter der Suchleiste "Kontakte" mit der Filteroption (alphabetisch von A bis Z) nach den Nachnamen sortieren können. Aktuell ist es bei uns nur möglich sich angelegte Personen nach den Vornamen filtern zu lassen. Gibt es eine Einstellungsoption um dies umzuändern? Wir bedanken uns im Voraus!
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Subtasks - How to insert and/or re-arrange?
I have created a sample project (refer to jpg) and want to insert a subtask. I do not see an option insert and/or drag and drop to re-arrange subtasks. Any suggestions? Thank you. Keith
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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…
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Emails from Pipedrive are going into spam
I'm finding that emails that are being sent through Pipedrive are going into clients spam/junk. I've tested sending the same exact email from outlook just to make sure it wasn't a Microsoft issue but the email sent goes direct to the inbox. Is it possible to add Pipedrive to an SPF record so that inboxes know that it's…
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Change credentials for users
Hi all, we have changed the structure of our e-mail addresses centrally to firstname.lastname@domain.com - while before we had changing things like firstname@, initials@, or something else. We now want to enforce SSO. Which I cannot do until every user changed the credentials to the new structure. Is there a way I, as an…
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Accounting Firms/Visibility Groups/Different Teams
Hello All, I'm curious if there are any accounting firms that have a great default setting for contact management and teams organization/visibility groups. Conceptually, it makes sense for "Partners" to be the parent group, and then teams below that (Tax, Assurance, Valuations, Grants etc.). For example for contact…
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When importing products from a spreadsheet, why isn't the price field being filled?
I have tried multiple formats, mapping, browsers, etc. and for almost a week now, I haven't gotten any answers. Has anyone else had this issue? D
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Fix horrible "solutions provider" UX
When we signed up we appear to have been bound to a third-party "solutions provider" which render any direct Pipedrive support (including in-app chat and emails to support) totally useless. We've never heard of this solutions provider before, and the experience of having any attempt to chat or email directly with Pipedrive…
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Can I track the cash value of each project management stage?
Hey, I use Trello and the 'Smart Fields' Power Up to track revenue across each project stage. Each card features fields for... Project value Outstanding payment And the top of each column shows the sum of both fields. So - I can see how much cash my business is due from each project stage. This is great for forecasting and…
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Project Tasks Mentions and Comments
It would be very beneficial for our team if it was an option to comment in dialog form on tasks and @mention people like you can in the Notes tab. Is this something that could be implemented in the future?
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Need help urgently
I accidently did a bulk edit and it applied to all the leads in the pipedrive but I had to do that on a select few. I really need help to undo that action any help will be appreciated
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Leads disappearing from lead inbox
Hey all, My reps (and myself) have been running into an issue in Pipedrive leads inbox. Click on unopened lead in lead inbox Click out of the lead without inputting additional information Lead disappears from lead inbox. Lead is still visible in "Search Pipedrive" as a recent lead and it opens up fine, but has otherwise…
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Importing system field counts
Hi, I have done an export of organisation data, made changes and am now importing. I am not sure how to re-import the system fields that have 'counts' attached to them as there isn't any available fields to select (see below - closed deals and open deals). Will these field automatically regenerate the data? Or do I need to…
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Telephone numbers for Organizations
Why are the telephone numbers of organizations not able to be correctly formatted as they are with persons? If I type on 020 7123 4567 it saves as 2071234567
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Can I link a e-mail to a project AND a deal at the same time?
I am using pipedrive to track e-mails with projects and another department is using pipedrive to track the same e-mails with deals. When they link a e-mail to a deal it seems like I cannot link that same e-mail with a project as well it's one or the other. Please help as it makes pipedrive somewhat useless to me if I can't…
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How can I get each new email I start to automatically BCC myself?
When I used to use my Mac Mail account to keep track of correspondence with clients I turned on the setting to automatically BCC email myself on every email I sent. This was very helpful and indispensable because I filed every email I sent for records in a folder assigned to each project. I want to continue doing this but…
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Lead Assignments by Region or Country
Hi there! I have sales teams in different countries. How are you assigning Deal owner and pipeline for the UK vs. US? They'd be an English form, but a different owner. Normally I would do that using a country pull down menu, but the address field is all merged and doesn't have a country field.
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Entire automation workflow for Real Estate
Hello, We are a professional company based in Belgium that has set up an entire automation workflow for Real Estate. We give free consultations as a service solution provider partner of Pipedrive. We have created a database that synchronizes with Pipedrive to manage al your data. We push it to several workflows into…
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I'm a real estate agent just getting started with pipedrive. I'd like to track things like seller's
I'm a real estate agent just getting started with pipedrive. I'd like to track things like seller's / buyer's closing attorney, home inspector, termite inspector, lender, etc. with deals. I started by adding fields under "organization" in deals but then realized that maybe I should be using "participants" for this. Any…
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For a residential real estate brokerage firm, where would you organize properties?
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Hello, Am Angela a real estate agent professional and digital marketing expert.
Hello, Am Angela a real estate agent professional and digital marketing expert. Very new to this community and new to Pipe. Looking for how to go about customizing pipedrive to suite my real estate agency team. @realestate.
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Pipedrive for Real Estate Investors
Are there any real estate investors on this forum who buy then rehab and either sell or rent? Would like to share ideas on how to better utilize Pipedrive for my business, apps and automation, etc.
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Real estate property object
Hello, I'm trialing pipedrive to see whether it's suitable for a CRM for a commercial and industrial property sales/leasing business. Conceptually very similar to residential real estate agency. I understand the relationship between person and organisations, but how can you create the concept of a real estate asset (i.e.…
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Pipe drive for Real estate
Hi, we are a real estate company looking to use pipedrive. I was wondering how has been your experience with Pipedrive and Real estate. I am worried about the company field because we do not typically sell to companies, but we sell to individuals. Also I wanted to ask how you mange a property that has several buyers…
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Assigning Tasks in Bulk
I have 397 People that need an activity (make a call). Is there a way to assign tasks in bulk to to these selected group of People?
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Automated reports triggered by time
I'd like to have automations that trigger counts at specific time periods. I specifically want the reports to be published on Slack Example use case: A report published on Slack of my pipeline statuses and changes at the end of the day. How many deals do I have at a Stage A in Pipeline X How many deals moved from Stage A…