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Process Optimization
Hello there, I have stumbled upon a bit of a process problem. So we have 2 teams in our business, Outside Sales (Todd) and Internal Account Managers (Dwight, Jim). When Todd goes out and brings new business in he starts the deal but then, after the conversation is started and is presented with a business opportunity, he…
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Using Pipedrive as a PRM
Hi Pipedrive Community, Does anyone here use Pipedrive to manage their Partnership relationships? I'd love to see how people are doing this before I dive in myself. Thanks in advance
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Extracting #Leadfeeder (Webvisitors) data from Pipedrive to Data Studio for automated dashboards
Hello guys, Hope you are doing well! I would like to know if it's possible to extract Leadfeeder's data from Pipedrive like: Companies Name Time when this company visited our website the source Pages visited Length of visites etc And push them in a Data studio dashboard? I had a look in the Dev Doc but there is no API…
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Campaigns going straight to junk mail
So I am trying out the Campaigns feature and did test run of the email, however it was immediately flagged as junk mail. How can I stop this?
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Why is call logging no longer working in iOS?
I noticed a new issue with the iOS app. When I make a phone call it doesn't log whom I called, the Company, or the deal. I have to manually fill this out even though I just made the call directly from the contact's information in the app.
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Why can't I change the email sharing settings on a specific email from within org/deal/contact?
I rarely use the Pipedrive email application/widget ('Mail') as my primary inbox to read/write emails, but I DO spend a significant amount of time in organizations and deals (and even send emails natively within Pipedrive from the organization page). It’s very important that I can read not only my own emails attached to a…
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Multiple quotes same deal/prospect.
I've been playing with products and sales docs for few days and I think I can make use of it and keep everything in pipedrive which will greatly increase my productivity. I'm trying to figure out how to best handle quoting multiple options though to the same prospect. Let's say a customer requests a quote on replacing the…
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Custom fields for projects are live!* 🚀
*Only text and long text types of fields are available right now. The other types will follow in the coming period. Let me know if you have any questions / comments and have fun!
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How to remove won (green)/lost (red) deals from the LIST view ?
How to remove won (green)/lost (red) deals from the LIST view ?
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Improving deliverability of emails sent with Pipedrive
Hey everybody, Out of curiosity, I did a test with mail-tester.com to evaluate deliverability of emails sent with Pipedrive (connected to my IMAP/SMTP mail provider). The result is pretty good but there are 3 points where Pipedrive could improve. Plus those 3 are quick wins : The tracking code (to know if email was opened…
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Price increase for Silver monthly plan
Hello, We have been using PipeDrive for now more than 3 and half years and we are really satisfied with it. Among the different CRM software it is very versatile also for a small company like our that uses PipeDrive as a simple ERP. Personally I do not need, nor understand all those news that have been introduced recently.…
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Our database shuts down nearly every day at random times for 15-30 minutes.
I need to know how to stop this, My entire sales staff gets shut down, and it is happening almose every day.
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Can we send an encrypted email to a client?
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Facebook Pipedrive Integration w/o zap
Can Pipedrive be integrated with Facebook Lead Ads WITHOUT the use of zapier, intergromat or automate.io"?
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Ho necessità di avere una schermata dove trovo tutti i prodotti.
Trovo solo la schermata "affari" ma non "prodotti". Potete aiutarmi? Grazie
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Why am I not able to remove a default field from a "new deal" form ?
Some default fields are unfortunately not relevant with our processes. To make it easier to understand and complete the pop-up form when creating a deal, I wanted to simplify it and remove some irrelevant fields such as "label" or "probability". Is it possible? I tried both via the personal settings (checkboxes were grayed…
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Why aren't I receiving attachments on emails sent to me?
I can send attachments on my emails, but I am not getting any attachments on emails sent to me. I can see the attachments in my Outlook mailbox but not in my Pipedrive inbox.
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projects
Will the revenue recorded in projects be integrated into Insights anytime soon? This would be useful for forecasts
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CC participant in an auto email
I am a real estate agent, and i need to figure out how to send out auto emails to multiple people. I have figured out how to send it to the main person in a deal, but how do i automatically CC a participant?
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Leadbooster Tracking
We just implemented Leadbooster on our website - as an aside this is a fantastic add to Pipedrive! We've designed our messaging tree/questions and launched it on our website. I can see in Pipedrive how many people clicked on the chatbot since we launched it, however we have not received any Qualified Leads through it yet.…
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Hi, how can I track the click event on the LeadBooster chatbot with Google Tag Manager?
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No puedo entrar en mis negocios
Hola, No podemos entrar en la ficha de datos de nuestros negocios y no entendemos el por qué. Gracias, Núria
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WFA and signature
Dear Community, It seems like, after I set up an standatized signature, it will only be attached to my mails when I draft them myself. E-mails that are being send out by a WFA have no signature. Is this ment to be like this? My plan ist to set up WFAs which can be triggered by the whole team, sending out standartized mails…
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I am not receiving attachments on emails sent to me. How can I fix it?
Senders are sending me emails with attachments. I receive the attachments in my Outlook but not in my Pipedrive inbox. How can I fix it so I receive attachments in Pipedrive? Thank you.
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BCC sending
Hello, I am sending emails from email address that is different from my log in address. When sending emails and inserting BCC deal address it does not appear in deal ticket Why? . How to make it work? I cannot change log in email address for inner company reasons. So the question is how to make appear send emails from…
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Mark deal as lost after followup email is sent
Hi, We have an email template which we sent 2 weeks after a quote or proposal has been sent. I would like to have the deal automatically marked as lost if the deal does not receive any updates within the next 2 weeks. Is this possible with automations? Appreciate the help. Alex.
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Subscription revenue report - Values of the one-time payments
Hi! I have added the subscription plan to most of my customers. In some cases, we have payments that are billed extra, so I added "Additional Payment". In other cases we receive the payments only once so added it as "Payment schedule" - 1 payment. When I generate a report I want to see how much revenue we are making -…
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Can I remove the Pipedrive logo from the Scheduler meeting requests? Am on Professional Plan.
Can I remove the Pipedrive logo from the Scheduler meeting requests? Am on Professional Plan.
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How can I trigger a wflow when an activity is overdue?
It seems workflows can only be triggered on create/update/delete of entities (Leads, Organizations, Deals, Activities...), but they cannot be triggered by other events. Since the event of an activity becoming overdue is not caused by a change in the activity, but by a change in the time, it seems there is no way to trigger…
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Chatbot Not Capturing Unfinished Chats?
Why is it that when you sign up to try the chat bot it says, "You can now capture the chat conversion URL and unfinished conversation details. You have free access to these premium features for a limited time only" and then when you toggle that option on it doesn't work? I reached out to chat support and they were…