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one email for many users
Hello Pipedrivers, let me explain my reality. I have a historical village in which I offer these services: Catering events Wedding events I manage everything from a single email address: info@ But we are a team of 3 people, what do you suggest to me to run the business in the best possible way?
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Duplicación de Reuniones DEMO
Estimado equipo de Pipedrive: Cuando un cliente modifica la fecha de un evento, se crea una nueva actividad en mi Google Calendar. Por ejemplo, tenemos este negocio https://turiscool2.pipedrive.com/deal/3196 en el que ha pasado eso. Si bien en Pipedrive la actividad es la misma, en Google Calendar se crea una actividad…
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Activity not syncing to new Organization
Hello, I had an existing Deal that is associated with a Person. I subsequently added a new Organization. I think of Organizations as the top of the Pipedrive hierarchy. I've associated the existing Deal and Person with the new Organization. However, none of my old Activities are syncing to the Organization. When I click on…
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How can i label smart BCC emails?
hi, how can i label smart BCC emails so that i can easily remember them when BCC'ying to my emails? So instead of having to copy the smart BCC email ID everytime i need it copied, have it instead labeled by the project name, so that it auto completes when i am typing it's name in my outgoing message from Gmail. This used…
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Ownership Name
Hi I need to have the function by where only two users have the ability to change the owner on each individual account rather than every tam member. I can see that this was discussed previously. As we start to recruit to add new members the team we desperately need this function to be added.
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Creating a list of organizations by state
I am trying to create a list of organization by a specific state and cannot figure out how to do so? Any ideas?
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Seen contacts with more than one open lead
Hi! This should be a straightforward filter option, but I couldn't find it. How can I see a list of contacts with more than one open lead?
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Products image visibility - mobile
Hi, how have you solve to see the products details (costumized fields & images) on mobile using pipedrive? Thanks in advanve for your thoughts
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Lead Source Field Grayed Out, Can't Enter Text
Hello - When creating a new lead manually, the lead source is greyed out. I need to create the lead and then go back into the lead to fill out the source. Any clue what's going on?
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Reporting deals by product category
Hello. Lot of people asked in the past and i have to add on. Is there any way how to filter your deals not just by seeing individual product sales but to see deals by product categories? Our company stays infront of a decision to go with Pipedrive CRM and this is really needed. Its a question some people asked 2 years ago…
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Title in Calendar View
Hi. I'm new to Pipedrive. I have added calls, emails, activities, meetings etc. to calendar, but for some reason only some of those display the title in calendar view. For example, one states call Mrs Brown, the other just has the phone symbol without the title that I have entered. When I click into it, the title is there,…
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Replying within a colleague's email thread
There is currently no way to forward or reply to an email that a colleague has sent a client. Within our business we collaborate and work on deals as a team. Currently within PipeDrive we have our share permissions company wide allowing all team members to view all contacts, organisations and deals. We can view all emails…
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Custom report by product category
Hello all, I need to choose a CRM for my company between Pipedrive and Salesforce. Pipedrive seems to be much easier but I cannot find a way to build the custom report I need. We sell food to hotels and restaurants. We have 2000 products, sorted in 20 different categories. I need to track which product categories have been…
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Is it possible to run a report on "Deal" categories?
I.E. can I export the "Lead/Deal" data to a spreadsheet from the "Contact Attempted" column I created under the "Deals" tab?
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Problemas!
Pessoal, Estamos com problemas sérios no pipe aqui, está muito lento, nao carrega as informações direito, problema no layout em fim, depois que atualizaram ficou horrível!!! Está péssimo para trabalhar!!! Poderiam nos ajudar?
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New Details screen for Deals
Well, that was a nasty morning for me. I think I have received a nastygram from each and every Sales Rep this morning about the rearranged details screen for deals. Looking at it, I think they have a point. Pipedrive is already pretty "left-leaning" with its information and now more information is on the left, less at the…
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Organisation Insights
Hello, my understanding is that it is not possible (for whatever reasons) to run and create reports on organisations. I was wondering what are the best workarounds? Of course I can create tons of filters and views but this is not really feasible and scalable. So I was wondering if there are any other best practices to…
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Emails sent via Pipedrive not arriving at recipient
Hi Pipedrivers. We have synced Pipedrive with our Outlook email accounts and prefer to use Pipedrive to send emails to our deals. However, we have noticed that on some occasions emails sent via Pipedrive don't seem to arrive. If we send the email directly via Outlook, they do arrive. This has been happening on random…
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Snippets?
Does Pipedrive have the ability to use #snippets, similar to HubSpot? I'm interested in creating a snippet for each sales stage, indicating the specific 3-4 questions that need to be answered in order to progress the sale. They would be used in the 'notes' fields.
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Updated our 'deals lost' reasons and none of them are pulling through to insights?
Can anyone help with the above? We updated our deals lost reasons and now none of them pull through to insights reports.
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Is there a way to hide the "leads" tab?
Is there a way to hide the "leads" tab?
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Merged: Scheduling Emails For Leads
This discussion has been merged.
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Attaching files to tasks
Would it be possible to implement a function for attaching files to tasks in the Project Module? Tasks can be very important and often related to finish documents, send documents, change design files etc. It would be nice to be able to attach files to tasks.
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Do MERGE TAGS work now?
Just a quick question. Do Merge Tags work now? #askingforadvice #campaigns #personalizednewsletters
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Projects reports / export
Hi, i could not find a way to create reports on projects. I have created some custom fields that I would like to summarize and filter by. Couldnt find a way though. Also it seems there is no possibility to export projects into csv? So I could do that in Excel? I cant get my head around that. Is it really missing in the…
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Can we use our own ID's instead of Pipedrive's?
Hello i would like to make a suggestion for possible development. We use school government data and sync this over to Pipedrive, however, this data is regularly refreshed with newly opened or closed organisations, along with named staff changes etc. Updating this data means we cannot match the Pipedrive ID's to this data…
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Deleted email are not synced
I use the email sync feature of PipeDrive. It's a good idea, especially to integrate incoming email from contact to a lead of a business and share it with other people of the team. As it sync with each employee inbox folder, and as PipeDrive email feature is fine but not the-mail-client-killer, each of us still use our…
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mass delete to reduce email inbox?
If my goal is to speed up the email search time within Pipedrive by reducing the size of the almost 300,000 communications in inbox from the email account with 2-way sync with Outlook to Pipedrive, BUT I do not want to delete any emails associated with deals or contacts AND do not want to delete any emails on Outlook…
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Does somone else have a need to re-assigng the letter to another Contact?
Hey everyone! I recently faced a case where I needed to re-assign the email to another Contact. The email was assigned to the wrong contact. Frankly, I thought that it was easy to change that. But it appeared to be a tricky task. After contacting the support, I got the explanation: It is important to remember that the…
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Reporting on Products
Hi there, we are using Products in our offers and we would like to report our revenue "by product" (and ideally also by Product Category). It looks like there is no way today get this information. Any plan release such feature? Thanks !