-
Urgent help
I would like to find a seller to develop the entire sales structure through wattsap for my stimulating product.
-
How to move Data centers to EU for Canadian account and Address
Half the support team needs to learn that this is possible, and no one is taking accountability for resolving this. We are an accounting firm in Canada, and due to regulatory requirements, we have to have Non-USA or EU data centres for storing client data. I started the request in the second week of November and followed…
-
When I mark an activity as 'done', can I prevent Pipedrive from prompting me to create a new one?
Each time I finish an activity the dialogue pops up for me to make a new activity. But in my business I rarely ever want to do this. Is there an option to disable this lurking somewhere?
-
Adding Products no longer showing total value.
When adding products to a deal it used to calculate total value as you added them. Now it doesn't until you close the add product window. Why? It's frustrating.
-
Projects - Activity Trigger Dates
It would be awesome if you had the option to trigger activity dates based on phase start dates VS all being triggered off the project start date.
-
Bulk delete filters
Over the years I have created multiple filters for deals, leads, orgz etc. some are even duplicated. Is there an easy way to bulk delete them? its a laborious task to delete them one by one.
-
How do you manage deals that are related to multiple higher level organizations?
Somewhat difficult to explain in a short paragraph. We are a construction company, but others likely run into the same scenario. Owners often hire consultants or management companies to solicit bids from us. The "deals" or contracts are with the owners so they should be linked to the deals. However, the management company…
-
Different license levels for different users
Hi! Is there any way to have different users under different license levels? We have people using Pipedrive in different areas (e.g. we are starting to use "projects" for the delivery phase). Having all the company users under the same plan would be extremely expensive, and most of the users wouldn't use the advanced…
-
"Label" field cannot seen on sidebar
Hello Pipedrivers, I have a question for you. I'm organizing the "Add Organization" area and want to show some fields in the collapsed mode. The "Label" field is one of them. In the first attachment, there is a picture of a collapsed mode but "Label" is not there. When I try to edit the field, I can not see the "edit"…
-
Moved: How can I edit a Typeform integration that is already done?
This discussion has been moved.
-
Use Pipedrive for cross selling and up selling existing customers
Pipedrive works best for closing new deals. How to set up Pipedrive, for cross selling and up selling existing customers? - This would require, allocation of customers to sales people. - Maintainig data like, existing services which customer is using, priority, etc - They shall interact with their set of customers of…
-
Smart docs - can I set today's date plus x days?
For an invoice I want smart docs to set the invoice due date to today's date plus 2 days. Is there a way to do that? Thank you.
-
Prevent deal stage change until Activity is marked as DONE
Can Workflow Automations (or any other method) be used to prevent a deal being progressed to the next stage, until an activity is marked as Done? The use case is when a mortgage application is submitted I create a 'Create Suitability Report' task activity with due date 1 business day. I'm trying to ensure the Report is…
-
Project and Dynamic Dates
In reviewing the new project feature, seems that not having dynamic dates available is a real challenge. Especially for templates, having the ability to set one activity due 7 (example) days after the completion of another phase or activity would be game changing. Else all activities show up due with dates only tied to a…
-
UK prospecting
Hi everybody, Can you possibly recommend tools, channels and platforms that helps to prospect in UK? One of the challenges we have encountered is that it is difficult to find telephone numbers on the prospects websites. Can you recommend any sources or tools that could help to overcome this? Thanks! Przemek
-
Registro de Negócios Excluídos
Olá! Visto que os negócios excluídos saem da base de dados em 30 dias, haveria como deixar um registro nas alterações da organização vinculado à um negócio excluído o registro dessa exclusão?
-
Why doesn't autocomplete work?
A few days ago, I noticed that the list of suggestions stopped appearing in the autocomplete field. I deleted and created a new one, but the problem persisted. What can it be and how to fix it?
-
Uploaded contacts not showing when using a filter...
Hello! I uploaded 8700 contacts yesterday both through people and leads. When I execute a filter on 'Person Added Yesterday' only 20 or so show up. When I execute a filter on 'Lead Added Yesterday' only 3 show up. Any help/suggestions would be appreciated. Thanks!
-
How to do meaningful reports on Products
I'm finding it very difficult to get any meaningful information out on products out of PipeDrive. I've created about 30 products, add them to several deals. I want to create a report that shows the amount sold (or projected) by product. I can't seem to do this via Insights and when I export deals all I see is Deal -…
-
Lead source connection with UTM code
Hi! does anyone know a good approach for connecting the UTM code of a web visitor to the lead source in Pipedrive? We would like to be able to see which campaign that drives the most leads. If this is possible in some way, then we can know which visitors that are most likely to convert to sales. Thanks!
-
Global and Local Labels
It would be awesome if you could introduce Global and Local labels. We have different Project Boards for different types for projects. For some types of projects, labels can be the same. But, we do also have Projects Boards where the labels that we are using, are specifically for those type of projects that is in this…
-
Pop-up Window asking to save
Could you please integrate a function which automatically pop-up a window asking if you want to close a e.g. task or any object viewed and made changes to. If you e.g. open an Activity, make change to the activity and click the X icon on top left of the window, it closes the activity without saving any changes. Since I…
-
Any news about Account Management (BETA)?
Hi there, does anyone have any news regarding the Account Management (BETA)? Is this module going to be released? And if so, when? Thanks in advance, Jochen
-
Support team chat
Does anyone knows if there is any issue with PipeDrive's support chat? It's not working right now? Thanks in advance for any tip
-
iOS Authentication Issues
Fellow Pipedrivers - I was forced to log out of all of my mobile PD app accounts recently. When relogging in I continue to the "this link is no longer valid" error message. I have tried many things * resend link * copy link and paste into safari - get wrong browser error and then open PD mobile app * un-install and…
-
Pipedrive sharing with phone.
Hi Can I have my Pipedrive names and numbers linked to my phone? So I know if one of my leads are calling without adding them all into my contacts on my phone .Does that make any sense ? Is this such a thing?
-
Trello to Pipedrive integration: adding comments
Hi guys, what's up? My name is Jonatas, I'm new to Make and I'm trying to connect Trello <> Pipedrive CRM. Trigger: When adding any comments in Trello, send these comments to Pipedrive according to your business. The business names are the same as they are in Trello. Problem: When making the links in Make, it is not being…
-
Deal renewal type is not available in deal fields endpoint
Hi there, Deal renewal type is available in get Deal by ID endpointapi/v1/deals/:id Ex: 'renewal_type': 'one_time' But this property is not exposed with get all Deal fields endpoint api/v1/dealFields. Is there any reason to not expose this property in all Deal fields? Thank you.
-
Be able to FILTER/ QUERY All Participants attached to DEALS
PARTICIPANT QUERY. A bit frustrated here. Hope you can push this forward as I have seen this request posted numerous times to Pipedrive development and yet it remains unresolved. We operate an International Soccer Development Company which specializes in Sport travel. We need to be able to pull a Participant query with…
-
Total Pipeline History by Month Report
I need a historical report showing my total pipeline for the trailing 12 months. Ideas?