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Insight view not working logically in my opinion
I am currently heavy in insights, and building dashboards for my sales team. I have come to one weird thing about the visuals of activities. Report 1 Report 1 is the correct view. You want to see exactly how many activities your team has day by day - even if there are zero activities. Because you want to act upon it.…
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Activity Reporting Accuracy
Hi Community, I feel like the numbers I'm getting in reporting don't always add up. I'm referring to these : number of activities done within a time period; number of emails within a time period; number of activities against activity goal using the Goals feature. Here are some problems I'm seeing: number of emails is…
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Setting pipedrive as a sub contractor
I am inquiring as to the best way to setup the CRM. We are typically a subcontractor (Demolition) to Primes. Most of our invites to bid come through other platforms. When we receive the invite to bid and do an estimate for a project, would that specific project be entered as a lead or would we enter it as a deal with…
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Is there a way to add or replace the deal stage icons?
There are 6 flow tabs at the top. Can I change the titles or add another tab?
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How can I add an activity to multiple companies?
I'd like to create an activity and apply it to multiple companies. I'd like for them to work as different activities, in which I can mark them done for each company, but it's the same command for all and on the same dates. For example: "call customer - deadline: EOM", and apply to all. Can I do that?
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Lead Inbox - Can you mark a lead as "Unread" or change the flag per user?
We have about 8 people using the lead inbox and people can pick what leads they want to pursue. If anyone clicks on a lead it unbolds the lead (marks it as read) for everyone. Is there a way to have this change so the "read" flag is on a per user basis vs organization wide? We need a quick way for each person to know if…
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How to use Projects effectively in your workflow and have correct Reports
For Project Management we were using ClickUp, however, due to the fact Pipedrive is offering Projects feature we are thinking to move our Project Management into Pipedrive as well. We want to have all information about the customer/lead/deal/project in ONE place. However, I have a question regarding Reports/Insights and…
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Task Overview
I know you're getting hammered Mike with everyone but wanted to say Task Overview is a huge help. Just found it this morning. (Now can we remove columns we don't need? haha) Keep up the good work, I know alot still needs to be done but look forward to future updates.
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How can I arrange to see project activities in the activity tab (calendar)?
Does anybody how this works or is this feature not available? Stefan
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How do I recover deleted activities?
I accidentally bulk deleted my overdue activities on all my deals. How do I undo this mistake? Either by a bulk method or by recovering individually in each deal?
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Mobile App Labels Don't Match our Labels in our Account Online ...
We've set up automations to be kicked off when meeting a new contact (People) and labeling that person with a certain label. The label is "Networking Lead." The thought is when meeting a prospect at a networking event (or anywhere for that matter), we can add them via the Mobile App and "Label" them accordingly ... which…
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general non related to-do list
Is there some place to make a general non related to-do list? So my colluegues can make short notes for each other. For example, check our website content
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Update of Products Prices
Is there a setting that locks editing of product prices? I am currently trying to update prices of products and there is no edit option for the price however there is an edit option for description, sku and everything else.
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Forecast and subscription: Need monthly installments report from deal's payment schedule/subscriptio
Hello everybody, is it possible to export an excel containing the monthly installments set on every deal's payment schedule? I'm aware there's an specific report on insights presenting a chart with the monthly breakdown of revenue/subscription forecast but I need to analyse some individual records considered in "total…
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Insights Question - Dev Team Please Help Me Out
See above pic for deal progress. This insight shows progress as a deal moves along the pipedrive. The problem is that "lead in" and "analysis review" or blue and yellow are distracting and irrelevant data. All the good stuff is at the bottom and it is hard to present this data to my team. Can you please create a filter, so…
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MEDDIC Sales Methodology: How to Build a Strong Sales Qualification Process 💰
The MEDDIC sales methodology advocates that pitching to leads and prospects who are highly qualified will result in a higher closing rate. It is a blueprint for qualifying leads and asking the most important questions to move deals forward. As part of MEDDIC sales, your salespeople should stress how your product or service…
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Default Font? Abnormal formatting / spacing?
Has anyone had any luck setting a default font for email? I prefer the Sans Serif font as it matches our business aesthetic. However, the automated field (i.e., First Name) is in a different and bold font when the email sends. This mismatch in formatting and font seems unprofessional and sloppy. There are also specific…
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Logo by Scheduler
Hi! I coundn't find this information anywhere - is it possible to exchange the logo by Scheduler from the Pipdrive logo to our company's logo? If yes, where can I find it in the settings? Thanks!
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Export list of all organisation relationships
I need to get a list of all organisation relationships (for all applicable organisations). The goal is to load this into a BI platform for data analysis using parent/child rollups. However the Pipedrive api only provides organisation-relationship data when provided with a specific org_id - so not ideal. What other options…
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Why aren't there any posts about Fridays automation outage?
My business was paralyzed on Friday because of an automation outage - this problem is still not fully resolved and I am surprised that others have not mentioned the problem here - are these posts filtered? Today PD is PAINFULLY SLOW. When will these problems be fixed? and how will I be notified?
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Track Pipedrive Chatbot Conversions with Facebook Pixel and Google Ads
Most of our company leads comes from paid traffic campaigns, and is really important to us to track these conversions with facebook pixel and google ads tracking code. Right now this seems impossible to do with Pipedrive Chatbot... I think one solution would be allow us to add custom code as a step in the chatbot, so we…
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Cashback System for Retail Store
Is it possible, to create a routine, that after the deal is done, it automatically send a message to the costumer, saying that he has 1/10 of the previous purchase value available in store credit for his next purchase? Thanks
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Where do you dump leads first in pipedrive?
Just curious, looking at 'leads,deals and contacts' it seems logical to me that you would take a database of leads and import them into Leads', work them an then when there is sign of an opportunity put them into deals. Do you enter your acquired lead database into 'contacts' or 'leads' as above? Is it possible to…
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Merged: Can I use a webform to update a deal?
This discussion has been merged.
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Question On Projects
If I am attaching file or any document in project window, I think it has to show that tab highlighted which can recall us what is attached
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What best practices for setting up Deals?
Hi, I'm part of a small company working on a B2C service that's also meant to be B2B2C, in order to reinforce its legitimacy and reach more people through those businesses. That is why we have set up a Pipedrive account. We're going to be using it as a community-building tool most of all, with Campaigns as our newsletter…
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I'm missing the tag (person, organization) in the lead
We use tag (label) for person and organization. They work well in the deal section, but are not visible in the lead section. Do you know if this can be turned on somewhere? Alternatively whether this feature is being worked on?
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Edit leads via Import Tool
Hello, I'd like to suggest making leads more versatile by making them searchable, exportable, and importable via the Lead ID. Lead IDs are currently only available via the API and you can only get a list of every single lead you have, as opposed to filtering your view in the leads inbox and then exporting to excel. I'd…
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Connection between Pipedrive and GoToWebinar/GoToStage
Hey, actually we want to stream our productinformations on demand on GoToWebinar. Every user or interessted person, who is watching our videos has to sign in his name and e-mail-adress. So it`s good for leadgeneration. Has anyone an idea, how to get the leads smart and hopefully with an automatic workflow from GoToWebinar…
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How do you keep track of recurrent customers? I'm trying to figure out the best solution for our com
How do you keep track of recurrent customers? I'm trying to figure out the best solution for our company. Do you track it as an organization field and/or with a deal field? Every quarter it's hard to get statistics out of pipedrive for this specific aspect.