Hi guys, Can you please give me tips and best practices for choosing better deal naming? Right now i use only the first name & surname of the person but when i use automations with make.com and i need to search for deal, it makes it very hard to manage.. Do you sometimes add phone number in the deal title? Thanks
Hi everyone, we have ca. 100K companies in our CRM and would like to check from an outbound list which leads might already be customers or prospects. We have several ideas, but they don’t seem like best practices yet - maybe you can advise a better workflow: Exporting Pipedrive deals through Coupler to Google Sheet and…
I logged on to Pipedrive today and my "pipeline" is super wide, as in, spread out horizontally. I have to scroll to the right to see all my columns, where in the past, everything was nice and compressed to fit my viewer window. Anybody else dealing with this bug as well?
Hi, I'm new to pipedrive system. I moved bulk deals from one pipeline to another. I wanted to revert the action. I want to place the deals back in their respective stages in the previous pipelines. Could anyone help me to understand how to do it? Thanks in advance!!
Is there a way we can customize the info and view of data and fields in Leads, Deals and Pipelines? If not, can they provide an option to select to mirror or customize. Our issue is that in Leads, we do not need all the information contained in Deals unless it is converted. Thus we have pipelines that do not need any of…
Hello everybody. I am brand new to Pipedrive and actually to CRMs in general. I have just synced 6 months worth of emails into my account and ended up with 4,000 emails. I have the majority of my clients added as contacts, so a lot of the emails have successfully been added to these contacts. I however, have a lot of…
We up-load an excel import of our deals for the month ahead and these are spread across 4 owners. When we upload we map it correctly, in the test it looks correct, but when they appear in our deals list they only appear under my name (the importer.) Is there any trick to ensuring the 'owner' field is mapped correctly?
Dear all, I just tried to make an XLSX export with all PipeDrive data via More / Export but suddenly this feature is gone. I am aware of the other possibility to download data (via fe Deals / ... / Export filter results) but I require the format of the wider Export. Any suggestions on how I can get the exporting…
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Hello Pipedrivers! We have a couple of Activities that we have Automations add to Deals as they approach the end of their stages. These are important Activities asking Deal Owners to update important fields before the Deal is Won and the info gets exported to our revenue reporting. Does anyone know if there is a way to…
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