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Send a message directly in LinkedIn
Hi, does anyone has an option to write a message in pipedrive and send it to my connections in LinkedIn?
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Has anyone got a report in pipedrive for Lead Velocity Rate?
Hi everyone! I am new pipedrive and still wrapping my head around the insights reports. In all honesty I find the parameters quite limiting and I am struggling to build what I need without using a spreadsheet. In particular I am interested in a report that looks at Lead Velocity Rate, specifically this equation: Lead…
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Any way to configure emails that should be ignored?
I see a Blocked Email list in my Email Sync settings. What I want is an Ignored Email list so that I can add our company emails to it. These should never be attached to any contact, organization, deal or project. Anyone know how to do that?
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Is there a way to have the same deal on multiple pipelines
Having all the information about a company under one deal is comfortable and I don't like the idea of having to create multiple deals who's info doesn't sync in order to have them on multiple pipelines.
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Email distribution in Pipedrive email client
I am looking for a way to create an email distribution list in Pipedrive email client. I want to copy several members of my team on a email template and it is time consuming to copy the 5 emails addresses on each email. thanks
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Separate email conversations being merged together
I have multiple deals for the same customers. I have noticed sometimes that Pipedrive will merge separate email conversations together that is for 2 completely different projects. It is odd because these are new messages with new subject lines. This same behavior is not happening in my email clients. Has anyone else had…
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Chat for mobile
Hi, is there a way to modify the location of the chat icon in mobile? In our mobile version it hides all the most relevant functionality. Thanks!
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Search Bar Disappears
My search bar disappears in some screens, how do I keep it showing or get it back
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Filter projects by deal owner
Projects have different owners than deals but it would be nice to filter for the projects that are linked to deals owned by a specific person (salesman in this instance). Please advise. Thanks.
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Save filters in projects detail view
It seems the URLs aren't specific so I can't bookmark or default to any filters. Is this scheduled to change in the future?
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Slack alerts for project completion
Hi, I wanted to know if you can implement slack bot for project completion. I know it exists for deals, but I need it for projects. Any way you can implement that?
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Project-Editing
We cannot edit here in the table
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Calling all sales leaders who use Pipedrive as a Customer Success tool
Our deal sizes range from $3000 per year to $250,000 per year. Need a centralized place for: * Deal management * Invoicing * Tracking Renewal and Upsell Dates * Tracking requirements for upsell * Tracking Account Health Is anyone else doing this ? I know you're out there :) Thank you Brandon Barron Verifiable, Inc…
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How do I assign a default pipeline?
I have 4-5 active pipelines for different purposes. How do I designate one of them as my default pipeline, so that 'deals' always opens in this pipeline?
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Pagamento de plano de Assinatura
Olá Meu nome e Muhamad Omar Dahbour sou do Brasil e quero fazer o plano de assinatura mas não consigo efetuar o pagamento favor existe a possibilidade de pagamento via boleto ??? +55 65996984004 Muhamad Omar Dahbour
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Project management for my team
So is anyone already using Pipedrive projects as a complete alternative to tools like asana for example? Ireally want to use only Pipedrive projects, but I don’t want every freelancer I work with see all my contacts, which means I need at least two visibility groups, right? Therefore I need the 50€ per month plan + another…
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Filter contacts with deal in a certain pipeline
Hi. May sound like a dumb question, but how can I filter contacts that have a deal in a certain pipeline? I want to mass-edit them (which I cant in the pipeline itself) but cant figure out what I did wrong. I created a filter that contains: --- Contact open deals is not 0. Deal pipeline is "leadqualification". ---…
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How can I export the date of entry and evolution of a deal?
Hi Guys, I've been trying to find a way to export the information of the evolution date of a deal on Pipedrive. When I used the duration Insight the only info I get is the avarage period of each step but not when each specific deal entered on each step of the funnel. I can find the information on the changelog but I dont…
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BCC is creating endless new contacts
Hi there We're using a combination of Pipedrive mail but also still using Outlook mail, because Pipedrive mail just isn't good enough to use as a day-to-day mailbox. We've turned on the smart BCC which we force for all outbound and incoming mail, so that even if we use Outlook we can sync the emails with the deals without…
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Web Form Data Validation
When I try to collect a phone number and/or zip code from a Web Form, is there any way to perform data validation at the time of data entry/submittal similar to the email validation? The Web Form will throw an error if someone doesn't enter an email address in the proper format, however, someone can enter "No Thanks" in my…
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ACCOUNT PLAN
Hello, I'm looking for a solution to do account plan and goals For example a matrix with may top 10 customers and producs Product1 Product2 Product3 Product4 Product5 Cust 1 Dez/10k Jan/25k 0 0 Cust 2 April/5K Cust 3 etc etc Thanks in advance
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Using Pipedrive for best quality leads
We have used Pipedrive for some time - data capture great, reporting fine, nurturing campaign capabilities too. Query I have is around abandoned / allusive leads. i.e. people who enquire and we don't get the opportunity to speak with and elevate the enquiry quality. (note. all our enquiries are incoming) Enquirers complete…
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Is it possible to attach the same activity to multiple deals?
I have a weekly webinar that prospects can sign up for (instead of a 1:1 demo). Typically, I attach a demo activity to a deal, but in this case multiple prospects might sign up for the same demo/webinar. So that demo/webinar is a single activity in pipedrive, but I need to link it to multiple different deals (different…
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Moving deals through pipelines
When a deal is moved from one pipeline to another, does the information in the deal remain the same? Are the Custom Fields and all details kept the same? Is the history of the deal (all actions, emails, phone calls, etc.) saved in the new pipeline?
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Timesheet
Hi, Currently in project it is not possible to record timesheets, is this correct? Is there any plans to develop a form for timesheet recording? Many thanks
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2-way relationships between Contacts
Hi @Roadmap Tech & @Customer Success teams, Declaring Company A as “Parent Org” to Company B automatically makes Company B its “Branch”. This is a 2-way relationship. This is cool! Here's my issue: Managers have Secretaries. I’m interested in having a 2-way relationship between Contact A and Contact B. So that when I…
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How to handle an Organization with different divisions?
Is it possible to have an "HQ" or "Master" account with different divisions (or departments) underneath? Or does everyone simply input the different divisions as separate Organizations? We have several large Enterprises as clients and are trying to decide the best way to configure the Organization in Pipedrive. Thanks! T.
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Visualize related organization
Is there a way to visualize the whole structure of an organization ? When I click to display related organizations, I can see one level dow and one level up, but in a case where there would be multiple levels, I would love to be able to see these different levels, like visualizing and organisation in a tree form or…
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Extend relationship type to capture various networks
I would like to extend the relationship type between organizations . eg. "Customer of" to represent customer networks of an organizations. So far there are just 3 options to link organizations (related, parent / daughter) From time to time we get insights about what products customers are using. We use this intel to track…
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What is the best phone dialer that integrates with Pipedrive
Hi everyone, INHO what's the best phone dialer to use with Pipedrive? We want to be able to manage a high volume of incoming calls during a upcoming busy period. Any feedback you could provide would be greatly appreciated.