-
Share activity notes in slack
We share meeting results in our company both in Pipedrive and in slack. Since we don't want to duplicate content, we write meeting notes in Pipedrive and then share them in Slack in a specific channel. Currently, there is no option to just share a link to an activity which is why we started to take screenshots of the…
-
Is there a way to add multiple companies to a single deal?
We have projects where we work with multiple companies to pull across that deal. So for us in construction, that could be architects, contractors and joinery sub-contractors. All worthwhile contacts, but currently no way to track these companies on Pipedrive next to the deal, only 1 company or multiple people.
-
Leads Inbox: One column for overall last activity/email date?
Caveat: this post deals w/ one-on-one emails sent to leads, not those sent via automations/campaigns in bulk. With the Leads inbox, I'm aware that you can turn on/off various "last ___ date" columns for people and orgs, e.g. last email sent, last activity date, etc.. but is there any way to have a single column that…
-
When sending an email to multiple contacts, would it be interesting to know which contact opened the
When sending an email to multiple contacts, would it be interesting to know which contact opened the email? At the moment you can only know if "someone" has opened the email. The only way to know the person is to send mail one to one.
-
How do you create one singular Report that shows number of emails sent & Activities actioned
Hi all, I am looking for a way to create one Report that shows the number of emails sent & Activities actioned over a specific period of time on all deals in my Pipeline. EG: All Activities (calls, notes, meets) AND emails sent (via Gmail integration) during the month of April. Thanks! Alex
-
Using contact fields / merge tags in links in email body
We at StoryXpress are building an integration that will primarily let Pipedrive users attach video links in their emails and in order to make those links trackable there needs to be a query parameter in the URL that holds the email of the recipient. Here's what Pipedrive currently allows us to do with the Insert field…
-
Link Email From within a deal
Will be really great to stay within a deal and link email conversation from there. As it is at the moment, you have to go out of the deal into email find the conversation link it to the owner and existing deal and then go back again.
-
Is it possible that there is a bug in the email tracking function?
Hi Everyone, Did anyone else meet with this problem? I am pretty sure, that the other party did not open this email a 100 times.
-
What Schedule Management tool do you use? Bonus points if you share the "why" :-)
What Schedule Management tool do you use? Bonus points if you share the "why" :-)
-
Projects List View editing options
Hi there, I wonder why we can't update fields in list view in Projects in the same way we can update in People or Company or Deals list views? I would expect any list view function in the same way across the whole platform. It would be really helpful if this would be enabled. Otherwise it's not really worth to spend…
-
Won Deal from Sales to Account management
Hello everyone, We use pipedrive to manage the acquisition of users as well as the onboarding and account mgmt. I am concerned because I cannot mark a deal as won and then move it to another pipeline. I tried to build some automations but if I flag a deal as WON, I need to reopen it to work on it on the Account Mgmt…
-
Insights data not updating fast enough
The data from deals that is imported to the Insights updates frustratingly slow! When I need to create a report i often update some deal data just before. But it takes hours for the data to be imported to Insights for generating reports. This is a big nuisance. It seems like a problem that shouldn't be an issue?
-
Add a Time Stamp when you complete an activity
I am encountering a very inefficient problem. Here's what I currently do for my leads/activities: -Set a date To follow up with a lead -Call that lead 4 days after the date I set (Yes, I know it's not the best, but I'm being real here). -Checkbox, I'm done The Problem is this: (Let's say I set the due date for 5/2/23 and I…
-
Error: Pipedrive Sorry, you have been blocked You are unable to access our website.
Hi @Mike van der Valk I'm having trouble getting into pipedrive, the error says: Sorry, you have been blocked. You are unable to access our website. I contacted support but have not received a response. Please, can you help me? Thank you Yenifer
-
Pipeline stage dates on start of using Pipedrive
Hi! Is there a way to adjust Pipeline dates? I started to use Pipedrive couple of months ago and would like to add old leads to Pipedrive with actual start dates. Now the number of days from lead to deal is showing too few days. I managed to adjust Deal generation date, but that does not affect to number of dates to get…
-
Stage Change field
Hi there, It would be incredibly helpful to have the stage change date as a field to be able to export. As of now you can only see the latest stage change date which is incredibly useless. For reporting reasons and to see the duration of the sales process, would be great to get the date each deal moved through each stage.…
-
Report time in stage per deal
Hi I'm looking for a way to get a report of every deal and the time it stayed in a certain stage. I got the report "deal duration" but that gives me the average. I need to see this for every deal separately. Any ideas how to do this?
-
Deal labels in insight reporting
Hello!! I have put my own labels on every deal, but when I report about it in insights, or view/segment the data by labels, the labels do not show up! What am i doing wrong? Thanks!
-
Upload Leads
"Hey everyone, When I upload my leads, I only want them to be added to my lead list. I've already labeled and added information to them as deals, but I only want them to appear in the lead list and not in both the lead and deal lists. I don't want to end up with 500 new deals. Can anyone please help me with this issue?"
-
Tracking email forwards?
Hi All, Does Pipedrive track email forwards? I'd like to know if the opens and clicks in the email are by the recipient or from a forward. Thanks!
-
Pipeline View
Is it possible or are there plans to make it possible for users to see a consolidated view of multiple pipelines? For example, lets say I make a separate pipeline for 3 different service lines we offer. Each sales rep sells all three but the sales rep has the ability to just view a single service pipeline or see the deals…
-
Label Field
I see that its now possible to select multiple values in the deal label field. Is it possible to turn that off and limit each deal to one single value selection in the label field?
-
Webform - upload file to existing lead
Hello. Is there any solution to upload file to existing lead. I have a flow: contact webform with name and email send and email to person with some text and unique link to second form second form - file field to upload a pdf I don't want to create a new lead from second form. I want to upload a file to existing lead which…
-
Organisation fields with drop down options
How can I create a custom organisation field with several entries available in a drop down menu which the user can select from?
-
anyone else having issues with deals not showing up in insight reports?
-
Autosum on a custom field, drawn from numerical data in other fields
My database has a number of fields showing the quantity of various machine types that the customer owns, is it possible to have an autosumon in an additional field that totals the numbers found in the various machine type fields?
-
Label Field
I see that since I have last used piprdeive that the Label field now works a bit different for deals vs. people and contacts. Can someone point me in the direction to learn more about the differences, etc.
-
Is there a way to segment insight reports by organisation fields?
Does anyone know of a way to get round the below issue: When I try to segment a deal performance insight report, it only allows me segment by deal fields (such as 'lost reason'), but not by organisation fields (such as 'organisation sector').
-
Best way to connect web forms to specific leads..
I have 2 forms, one for lead prospects, and another for referral partners. I have automations set so when a lead comes in for either lead type, a quick email is sent to them letting the prospect know that I have received their info and will be in contact shortly. The problem I'm running into is when I manually create a…
-
[VIDEO] Custom field updates!
Hi everyone, I just published a new video sharing how to get started with custom fields in Pipedrive and showing off some of the new features including formula fields and how to customise fields per pipeline (great to finally have this feature!)