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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:…
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🔎 How to increase conversions with a lead tracker 🔍
Using a lead tracker allows you to collect and organize lead data from one place (including insights on touchpoints and lead source). Why is this important? Knowing which stage of the sales cycle your leads are in will ensure you nurture those that are ready to take the next step in the buying process. You should: Strike…
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Reporting and 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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Deleted deals in the Deals page.
Hello, I've recently started using PipeDrive, after a tough importing journey I thought everything was set up perfectly, but no. During the import process, I deleted the entirety of the data multiple times until I got it down as I needed it. Now looking at some deals there are multiple versions of them and they are tagged…
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related organizations
Hello everyone, I recently discovered the "related organizations" function which seems to me to be interesting to use. However, I can't use it the way I want. Let me explain : In the "lightings", when I do a performance report on a "mother" organization, I would keep seeing all the deals associated with this famous mother…
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Deal Data missing once uploaded
Hi There, I am adding about 90 deals onto pipedrive, when uploading the data from excel the preview of the first 3 lines has all the data I need, Including 3 custom fields. When I then go to the deal the custom field data is reflecting £0 for ALL deals rather than various values. Can anyone help? Kind regards, Aidan
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Email tracking lots of clicks... can this be right?
I sent out several emails with link tracking turned on to several people individually today. In my email tracking notifications panel, it's showing me several people who opened the email 2 or 3 times, but who have 15, 17 and 18 clicks on links. Is that even possible? Could it be miscounting or does it mean that maybe they…
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Is it possible to create a field that cannot be edited by the user?
Is there a way to create system fields i.e a field which cannot be modified by the user?
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Merged: Commission Tiers
This discussion has been merged.
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Workflow automation not working when importing leads
Hi, all. I stumbled upon this shortcoming with lead import functionality not triggering any workflow automations. Perhaps someone has found a workaround? When importing leads in bulk (import data function), no Workflow automation gets triggered. I was informed by PD support that due to some shortcomings in the…
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Create Pipedrive Activity from a Received Email
Hi Guys, I haven't seen this covered anywhere but most definitely need it to be. What is the best way inside Pipedrive to create an activity using a received email? The feature would act like Office365 does when creating a task from a flagged email. I find this such a simple feature that I must be missing something in not…
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Adding leads via the mobile app
Is there a plan to add the Leads Inbox or the ability to create a new lead via the mobile app? We have a couple companies with field sales reps that are always out of the office. We want the Leads Inbox to replace their prospecting spreadsheets, which are built on-go as they are making local sales and service calls. It…
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Possible Solution to link Deal with Lead Inbox "Messaging" Beta function
Hi, we are using the Lead Inbox "Messaging" Beta function for internal workflows. Now we do have the challenge, that we can't link Deals with incoming replies over the Phone number or any information from person fields. To look for deals to link via the deal title is not a option for us, does anyone have an idea how we can…
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Do you use Pipedrive and are located in Israel?
Hello, We are struggling to maximize pipedrive as our sales CRM. We are looking for a company or two to help us understand how to navigate through the limitations that we are experiencing. Mainly, when a lead becomes interested (MQL) and we set up a meeting between the lead and the prospect (through activities), then the…
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Addresses
About 80% of the addresses we need to put in either the contact or deals have a unit number. I also like that Pipedrive finds the correct address as well which works will with the "Nearby" option on the ios app. The problem I'm having is that when I put in a unit number before the address Pipedrive can't find the exact…
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Support on Phone integration
If I have existing telephony system for my business which I am already paying for, how can I get a free app to integrate in Pipeline to support my current telephone systems without extra cost implication in any way but maintain my existing lines with current provider. Thanks
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25th of October Webinar Question Answers
As promised during the webinar, posting the answers to questions that we did not have time to take in live. Why is a differentiation between filters in "list view" and "deal view"? List view means all of the items a user can see showing up in a list. For example, with the case of Deals app, you can either view all of the…
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What's your workaround in the absence of a Gantt chart?
Currently I am experimenting with porting the CSV of our deals into Notion through Zapier. It works, but it doesn't always pull up accurate information at any given time, especially when deals are updated. Would love suggestions on something that integrates with Pipedrive (Asana would have been good, but paying the…
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Last Email Sent filter inconsistencies
I've set a Contacts filter to show me all contacts created within a date range who have not sent or received an email (last email sent and last email received are both empty). From this list, I sent out a few email templates yesterday, but when I refreshed the same filter, many of the contacts I emailed are still on the…
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What are the numbers at the top of the deal page?
At the top of the deal page, there are two numbers. I'm not sure exactly what they represent. Can someone enlighten me?