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Email folders
Hi, Does anyone have advice if you can use email folders in pipedrive. We are using pipedrive 100% for email. However there are no folder options I can find - so we can't prioritise emails. Any advice? Is this feature being planned? Thanks in advance. D
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Visible Data field not appearing in extract
I have built some external reporting around a batch data extract from the deals - List view, it has worked well for some time. Recently, some new custom fields were created and the batch file changed, which was easily solved for once I realised the cause. Unfortunately, a key data field is no long pulling through to the…
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Smart Docs templet name in Deal
Hi, one more issue from me on Smart Docs - hope someone can help. When create a Smart Doc on a deal, the doc get the Deal name and time/date, and is not tagged ore named in any way with templet name. So if you send a proposal, a contract etc, you dont see in deal whats what. Anybody have a solution for it? There is a group…
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Can you create Insights based on fields present on Organizations?
I want to filter Insights KPI based on a custom field on organizations linked to deals but it seems it's not possible. Any plans to implement that ?
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Fields not visible
Hello everyone! Does anyone know why when I create a new user account, even though I have all the permissions, I can't see the person's fields?
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How can I attribute automatically a deal owner?
Hi, our deals are today automatically created by a API in Pipedrive. I'm now looking for an automatization that would attribute each deal to a specific sales rep based on several criteria (value of the deal for example). How can I proceed? (I looked the knowledge base but didn't find a solution) Thank you for your help!
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How can organisations be assigned to sales queues in bulk?
I've loaded a few thousand records (Organisations and contacts) into Pipedrive and now need to assign these to specific sales queues (EG300-500 at a time). So far, all the knowledge bases / community discussions suggest that it is not possible to assign these in bulk which seems counterintuitive. Are there workarounds /…
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How I am prospecting using Pipedrive
I thought I would share details on how I am using Pipedrive to prospect for new leads. I am using LinkedIn Sales Nav to create account lists, which I am then generating lead lists from - matching on prospect target attributes. Once I extract the lead list details into a csv, I upload to Pipedrive. I have automated…
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We need an ability to split sales among multiple sellers.
As a business, we track sales of individual employees...equally important to us the ability to track the value of the average sale. Currently, the system doesn't seem to have the ability to do both. I can either credit one salesperson with the entire deal in the system in order to protect the average deal metric but then…
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Android upload multiple photos
Is a feature to upload multiple photos on Android coming? It's annoying enough to attach the photos individually that we currently keep them outside of pipedrive, and we definitely need a better system to associate them with each client/deal.
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"Grand total" and "subtotal without discount" fields for document templates
I recently spoke with support trying to figure out how to get a grand total for all products + tax - discount. It was determined that there is no grand total. He also informed me there is no subtotal option without discount, only one without tax. These seem like fundamental fields needed for proposal generation. It's…
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DETAILED COMMISSION DASHBOARD
Hi Friends, Can anyone name few portal or app which comply with the followings? * Integrated with Pipedrive * Integrated with Xero * It can support different commission level (range 1 - 100K, 5% AND range 100,001and above 10%) * Simple and nice dashboard You can email me at hosseinm@energybuster.com.au. Thank you, Hossein
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How can website activity of existing person be tracked?
Hi, we have people coming into PD from a formstack form via Zapier - The person is then sent an email from PD. I have used CRM's in the past where cookies are used to then track the website activity of the person on our website (this involves a code snipped on the site also) - is this possible in PD? I would expect to be…
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Data Cleanse Best Practise
I have a 32k database in Pipedrive where we know the data quality is poor. I am using an external company to cleanse the data which wil be delivered as an Excel sheet. Question: How do I overlay the clean data onto Pipedrive without losing existing contacts that are already linked to Leads and Deals?
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I wanna send a form after closing deal and when project has been made.
Hi. Sending mails to clients with a form which needs to be filled and automatically added to fields in Pipedrive. Is that possible soon?
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How to update reports
I have changed some deals to lost, but the report looks the same. How to update reports?
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Bulk edits not working
Hi I am attempting to bulk edit my contact with labels, I have been trying since yesterday and keep getting the same message pop up. Can't Start bulk editing. Please try again. It is taking me the better part of two hours separating these contacts from my main list to edit the details and I cant keep restarting the…
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Filtro de embudos
Si suponemos una estructura jerarquica en la que canal > comercial > cliente. Teniendo en cuenta que comercial y cliente estan definidos dentro del "Negocio", Si establecemos un embudo con el criterio canal, es posible generar otros embudos con criterios comercial y/o cliente ?? a partir del primero ??, de forma automática…
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Moved: Workflow automation list
This discussion has been moved.
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Email
Why are all of the new emails (for non-existing contacts) showing the same name as the sender?
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Set default pipeline filter
Hi Pipedrivers! Depending on the pipeline I visualize, I would like to be able to apply a different filter that defaults to every opening. For example on one pipeline I would like to always show won and ongoing deals, while on another only won deals. Do you know if and how to make a custom filter default for a specific…
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Ability link partners in the form of suppliers, companies and persons and link notes to these.
Hi guys, Question / wish regarding project management: As a product designer I have several external companies en several different external persons working on a project. These change on a project basis and during the proces. At the beginning of a project I'm in intensive contact with 3 potential suppliers of metal parts.…
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Area Filter
how can i filter leads by postcode/city, so that we can drill into an area to find customers specific in that part of the country
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Issues with mailing address csv import
I am trying to import a csv of organizations with a mailing address field. After importing, the address field is blank for about half of the newly imported organizations. Why? Does the text need to be a perfect match with the text string in Google Maps? Some other reason? I manually added some of the failed addresses…
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Document Management Questions
Hello, I have a few questions about document management. What is Smart Docs vs. Panda Docs? For the document management system, how does it work? What’s the difference between linking OneDrive and uploading directly on the Contact card? If we upload documents on a deal, does it push to the contact card? Is there a way to…
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update field with other field
Update field with other field,in People or Organisations, is that possible ? William R.
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Importing Data
The option to import data is not showing in the "more" menu. Would there be any reason for this?
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Smart Docs, format Field
Hi, is there any way to format the fieds? I need the current Year but I can't find Functions Thanks
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How to link an email to a Pipedrive deal?
If you're like most salespeople, you're always looking for ways to be more efficient and close more deals. One way to do that is to make sure you're linking your emails to your Pipedrive deals. Here's how to do it: 1. Open the email you want to link to a Pipedrive deal. 2. Click on the three dots in the top right corner of…
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Find all my comments and mentions
Hi there, is it possible to find on a list all my comments made as well all my mention entries? I can find all the mentions where there is an answer (Sales Assistant), but how do I find my mentions where there is no answer? Thanks for your comment