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Are their any other Pipedrive Add-Ons/Apps similar to SnapADDY?
Are their any other Pipedrive Add-Ons/Apps similar to SnapADDY?
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How to use Pipedrive Activities?
Hi there, we are trying to make sense of the PD activities. Let's say we have 3 different meeting types: Qualification, Demo & Follow-Up. We don't want to create 3 different activities for it. Instead we would love to have a single activity for meetings in which you can specify the meeting type. Same questions for call, we…
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Lost my Labels need help to go backwards or undo
Hello and help, please. Help !!! Lost all my tags as I ticked the all button for bulk edit and end up removing all my tags. Anyway, I can go back to morning settings??
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Generating a Quote Number
Hi All, Any ideas on if Pipedrive can generate a quote number? or does everyone still run with a quote register along with Pipedrive Thanks Darren
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Quando dá ganho em uma campanha para onde vão os negócios?
Preciso criar um fluxo de vendas e CS. Quando uma campanha vc dá ganho o time disse que as infos se apagam, essa info confere?
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10th of November Webinar Questions
Hi there! Thank you for participating in our Smart Docs and Professional/ Enterprise Webinar! Here you can find the answers to the questions that we didn't have the opportunity to answer live: It would be delightful if you could bounce from deal to deal rather than going back to the pipeline everytime. Is that a…
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Is there a way to organize contacts into groups for mass emails?
I have several types of clients that I need to mass-email from time to time. For example, I have some clients that need to renew once a year. Most of them renew in different months. IE: January renewal, February renewal ... etc. Is there a way to group those clients so that I can mass-mail them as a group instead of having…
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Account Management - upsell/crosssell whitespace analysis
Hey there! How are you analyzing your account base / customer base to identify upselling or crossselling opportunities? How do you track that in Pipedrive? cheers, Markus
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Does anyone use MEDDIC in Pipedrive?
How was this sales methodology integrated into Pipedrive? Do you create 6 custom fields and the team fills in each one?
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Moving custom fields from Organisation to Deal
Hi All! Maybe someone knows if there is a way to move a custom fields with all the information from Organisation to Deal level? I realized I need some info on Deal level for reporting purposes and the custom fields I need are under Organisation. What the quickest way to move all the info already collected? Thank you!
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Calculated Fields
After having searched for a while and talked to Pipedrive support I'm a little bit lost when it comes to calculated fields which don't seem to exist. My scenario is that I'm storing a contract length in months, a setup fee and a monthly fees in different custom fields. I'd love to calculate the total contract value (aka.…
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What sales method do you use?
Here at GetAccept we are really large fans of the MEDDIC sales methodology - do you have have a favourite method that you use in your sales team? Metrics Economic Buyer Decision Maker Decision Criteria Identify Pain Champion
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Onboarding Best Practice List
Hi All - just wondering if anyone has a onboarding process for setting up Pipedrive? Thanks. Rob
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How to track required customer documents in deals?
Hello, my company is a private mortgage lender and we love using Pipedrive to manage our leads and sales process. Our issue is that once we loan is in process we typically have to use another tool to manage our pipeline. This is because I do not see any way to configure the deals in Pipedrive to serve our needs. For…
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What are the three phases of a lead generation funnel?
Lead funnels are used by both sales and marketing teams to attribute customer intent. These teams work closely together but often execute lead-building in different ways. A lead generation funnel focuses specifically on the marketing portion of the overall lead funnel and customer journey. This funnel typically comprises:…
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Emails sent within outlook, tracked in Pipedrive
Pipedrive's email composition always results in my messages being weirdly formatted. It's not a good look as an introduction to a prospect. There are plenty of email automation products that allow tracking when sent through their campaigns, but is there a way to simply send an email within Outlook, have it tracked by a 3rd…
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Do you use mobile daily? If yes, we need you!
Hi everyone! I would like to ask for 20 min of your time to learn about how you use a mobile phone in everyday sales processes. You do not need to have a Pipedrive app installed. However, if you do, this is your chance to share your feedback about it as well. Please pick a timeslot that works for you. Thanks in advance and…
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Email tracking: getting Opened COUNT
Pipedrive allows users to track the emails they send. This lets you know when & how many times a recipient has opened the email you've sent them. I've noticed that people who open my outreach email 3+ times are extremely likely to pick up the phone if I call them. However, they're unlikely to reply to my email, so if I…
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Converting deals to leads - measuring outputs
Hi! I am thinking about new approach how to tackle our target audience. We are a niche market and it is normal, that prospects, that declines now, will buy in the future. I want to create a process, where when some deal is lost, the deal will be converted back to lead and we will warm the lead up until it is ready to go…
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Scheduler appointments not shown in the calendar
Hi, An appointment booked via the scheduler is not shown in my calendar.. Neither in pipedrive nor in my outlook. That leads to double-bookings. Any idea? Thanks. Andreas
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Emails do not always connect to the deal
Hi Pipedrivers! I see that sometimes emails do not automatically link to the deal, even though the contact email is the same. Could you tell me why that happens? How can I fix this? Thank you in advance!
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How to limit pipedrive gain to a specific step
Hello community, every thing is ok? Need help, how to limit pipedrive gain to a specific step? For example, just the seller could only make a profit when he reached the last stage of the funnel.
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Aruba
Ciao a tutti, io ho serie difficoltà a sincronizzare email aruba con piperdrive.. mi dice che nome e password sono sbagliate, ma sono giustissime.. qualcuno di voi ha configurato aruba? non vorrei che ho sbagliato ad inserire i parametri su imap / smtp...
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Is Pipedrive unable to sync with ALL Exchange calendars?
Hi, We've just moved to PipeDrive. We have Exchange email accounts hosted by OVH (France). * Our email syncs with PD, no problem. * Our calendars don't sync. The Calendar Sync tool says Google/MS/Exchange accounts are supported, but when I click, I2m only prompted for Google/MS accounts (O365). Pipedrive does not prompt me…
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Unable to see next and previous activity in Organization view columns
I am somehow unable to see my previous and next activity dates in the organization and people list. I can see that activities are there associated with the organization ( on the organization details page ) but for the same organization, the next and previous activity column is empty in the organization grid view.…
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Viewing Multiple Calendars in Activities Calendar View
I would appreciate the ability to select more than one calendar to view at any given time. Our Office team schedules our sales folks and needs this visibility to be effective. Is the development of this feature planned? And, if so, when might we expect to see it? Thanks
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Tracking Issues
Hello, we are having trouble tracking where our leads come from and what happens to those leads as they move along the sales process. We have many sources for leads and need a way to track and score leads. Our team qualifies that leads into MQLs and SQLs and then an activity is created. After the meeting, if the prospect…
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Sum two customer fields for open deal's
How can I calculate two custom fields in another field? Help me please!!!
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Export of emails?
Is there any way I can export emails that are on a company record? I have managed to export notes and activities relating to certain companies but cannot see any way to export the emails.
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How to define stages for your sales process
Hi everyone! Currently building a sales process in CRM. Overall process is Callcentre pitch a demo Phone receiver interested to hear more Demo Call Setting demo account and testing Collecting feedback and nurturing Becoming client and onboarding I am thinking about how to create stages in Pipedrive for this. Idea:…