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Managing referral partners as a mortgage broker
it seems the only way to manage the referrals given by a realtor is to create the realtor as an organization to see all the leads and deals in the reporting. is there another way since the organization does not have a marketing opt in. Do we have to create a people profile for the same realtor as well to market to them? if…
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"Lead converted to deal on" - filter not available for a specific time period
Trying to find a way to see the conversion rate of leads that were converted into a deal in a specific time period, e.g. "conversion rate in % last month." It seems to only be possible to find either how many of the converted leads were converted, or, a conversion rate in % but based on when the lead was created. A lead…
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DEAL ID....please make this a field that can be made visible in deal view.
Please make DEAL ID a field that can be made visible in deal view. We would like to use the DEAL ID as our Project ID as a project moves through sales cycle and into production process but this field cannot currently be made visible. EASY CHANGE I should think.
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Recurring revenue - Am i doing something wrong?
We sell a SaaS-product and use the recurring revenue option within Pipedrive. Our backend automatically updates the current subscription value to our client's deals. Today we found out that the total recurring that Pipedrive is showing in reporting doesn't match the totals within our backend. After digging for some time,…
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Upload data
Hi, when I upload data it automatically assigns activities to me and I just need to upload the data as leads...how do I do that?
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How to calculate Deal Value (Basic starting value for hourly/monthly/subscription/recurring)
I have a variety of projects payment types for my business. To make it a bit more complicated - some of these projects I close are for hourly contracts that continue sometimes for months or years. (Various hourly rates) Some of the deals are monthly contracts that go from one month to 6 or 9 months. (various monthly rates)…
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How to get all Email Messages from Pipedrive API
How to know the id of all email messages/threads so, we can pass that id's in Email/Threads APIs and get complete email message data from Pipedrive?
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e-signature customizations
Hi, We have below query for e-signature customizations which are available in below path: Company Settings>Tools and apps>Documents>Customization Query 1: Alignment of text in custom e-signature custom message: We have the option to enter a custom message in e-signatures via the above path When we add a message in this…
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CalDAV & CarDAV sync
Hi there, We are very happy with Pipedrive, but our mail and contact directory is not Google. We use Fastmail, with services based on CalDAV and CarDAV protocols. Does CalDAV and CarDAV procotol support is in the roadmap? Or do I need to continue to use external tools such as Harmonizely for scheduling meetings with my…
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Mail Sync Outlook
Hi, I'm currently evaluating Pipedrive and have a question regarding the mail sync with Outlook (Hosted in O365). When I map a Mail to a Deal or Customer it is visible there. But when I delete the Mail in my Outlook it will be also deleted in Pipedrive. Is that the only way to use the sync? In my opinion a mapped mail…
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Change Email integration from Outlook to Gmail
My current email is connected to Outlook account, but my company are used to work with Gmail. Now my client email sent to my Gmail account and not syncing to Pipedrive due to Email integration automatically connect to Outlook account. Please show me how to change this?
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Controle de tempo/horas
Seria muito importante campos para registro de horas, por subatividade, totalizando na atividade. Imagino que seja 3 campos: 1 - Um campo com horas planejadas (Este campo poderia trazer de um negocio fechado-pacote de horas por exemplo que esta numa proposta; 2 - Um campo com horas executadas; 3 - Um campo com saldo de…
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SMS/Text
Any plans of a native SMS solution like other CRM's? @Mike van der Valk @ianthetechie
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Can i see a changelog for product details?
Every now and then we find changes done to product details, such as productcode and we can't figure out who did it. It's almost impossible to narrow down the edit rights to this specific right without cutting out work efficiency one someone else's workforce. Can i somehow view who did the most recent changes to a certain…
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Custom Fields in Campaigns
How can I select custom fields, especially the proper salutation fields, in campaign templates? We can't go without it in DACH area. #campaigns + #templates + #handling
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Recurring revenue in deal value prototype testing (CONCLUDED)
EDIT: This test has been completed, many thanks to everyone who responded. Hello All, I am looking for couple of people who have recurring revenue based business model to help me test one prototype that has to do with how should recurring revenue be reflected in deals value in Pipedrive. Please respond to this message if…
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Notifications and list view for Tasks
We want to be using the Task feature for assigning tasks to our dev and design team, but being as there is no place (that we have been able to find) where you can see a list of all of your tasks (similar to how you have the "Activities" list) this makes that feature unusable for us and we are having to assign EVERYTHING as…
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Mandatory Field Removal
I am trying to import a file of business location that I do not yet have personal/Owner names for, just business names. It wont import because this is a preset required field. I cant figure out how to get around this. Thanks for the help
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Dutch Postcodes wrong half of the time
The auto filling of addresses goes wrong half of the time. The numbers are correct, the letters are too often wrong to rely on.
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Excluding deleted Leads from reports
Hey Folks! I created ~50 test Leads while onboarding an SDR team. The team processed the tests and then I deleted the tests. However, the converted Leads still show up in Lead Performance reports and I can't seem to exclude them. I imagined that I could: delete the converted Leads (but this doesn't seem possible) exclude…
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Auto import of deal number into BCC field
I love the new updated deals etc BUT not so happy that we've lost the ability to click on the deal person, open outlook and to have the bcc field populated with the deal number from Smart BCC. Can you reinstate?
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Alerte sur les échéances de paiement
Bonjour Dans le flux de travail ce serait bien d'intégrer l à possibilité de mettre en place des alertes 1 mois avant l'echeance de paiement de contrats. Pouvez vous l'envisager et à quelle échéance ? Suis je la seule intéressée par cette option ? Merci de vos retours.
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export or filter the relationship between organisations.
Dear Community I am looking for a way to export or filter the relationship between organisations. Thanks in advance for your feedback Have a nice day
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Insights dashboard with custom company datafield
Hi, I want to put custom company data Field in my custom insights report. Is that possible? Actually I can only take custom filed from other category but not from people or company. it would be very helpful from my point of view. Thank for your support Nicolas
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Updating Leads by import
Is that possible? Leads don't seem to have an ID - how can I upload file with Leads info and update the already existing leads?
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Puedo importar una lista de precios de productos
Hola estoy en periodo de prueba de la herramienta y me gustaria importar una hoja de calculo de la lista de precios y productos que manejo , solo encuentro añadir producto individiualmente, les agradeceré si podria encontrar una forma facil de importación de toda mi lista
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How to export the Picture/Photo of a contact into a file ?
I have some 1000 pictures of persons manually inserted into the Contacts Phto picture., dutinf some months. I need to have these into a file so to be used in an other system.. In the Default Export Contacts, there is a no field in the CSV/XLS. Thanks for helping me ! William R Netherlads
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How to filter deals without meetings?
Deals that never had a meeting saved on their activities. How to filter or find them? Just that...
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When losing a deal, is it better to mark as lost or move back to leads?
Hi guys, What is the best practice to handle this? You lose a deal. Maybe you want to follow up in 9 months. Is it better to markt the deal as lost or move it back to leads? Happy to learn about your best practices. Thanks!
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Inbox - Filter by subject line contains
Hey all! I'm looking for a way to filter the inbox to show these two formats: Sbject line contains [IWE] Subject line does not contain [IWE] Since I am using an email warmup service, I am getting like 300+ warmup emails per day collectively, which all get's bcc'd to Pipedrive. This easily drowns the relevant incoming mail,…