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Purchase Order with PD
We have products that we buy and sell, some for stock some for client backorders. I am wanting to see how people handle purchase orders and inventory using PD. There is a products function, I just don't see the easiest way to place orders, bring them to inventory and or ship out from backlog... I'm curious what people do…
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Mail to deal not arrives in more deals together
When sending an e-mail to eg. customer, concerning more then only one deal, and have deal's address in (B)CC, the mail arrives in only one deal. So, you've to FW the mail to other deals, or send customer an e-mail for all deals seperately. Do you have a suggestion or solution for this issue?
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MS Teams integration
Hello, is it possible to send an information from Pipedrive to MS Teams manually? Or only automated messages via the automation tool? I'd like to use such a feature to inform certain company members about project changes / phone calls etc. Thank you in advance. Frugal
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Smart BCC and gmail (Google workspace) transfert
Hi, My mail domain is provided by Google. I tried to setup some filters to transfer email to my smart bcc address. To do this, I tried to add my bcc address to transfer list is gmail --> gmail send a verification code from address 'forwarding-noreply@google.com' I tried to add 'forwarding-noreply@google.com' to allowed…
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Is there a limit to related organisations?
We can only save up to 100 which is a serious limitation for us. We have 2 HQs with 209 and 115 related orgs we want to save as daughters as we will be invoicing the HQ with all related deals from those 209 departments/orgs. thanks J
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Adding customise tasks in activities
It would be really nice to be able to add customised tasks when you are planning and creating an activity. Where we see LLAMADA, FOLLOW UP, WHATSAPP, it would be nice to be able to add more and customise them. Thanks :)
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[Webinar] Lead generation and management topics
Hello, dear community, I'm Ruslan, Product Marketing Manager at Pipedrive. Together with the product team, we're planning to conduct a series of webinars dedicated to lead generation and management best practices, tips and tricks, automation etc. That we believe will help our clients to streamline their processes and…
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eSignatures
Hello, When trying out the new eSignatue custom fields that you can now drop onto a document, I was wondering why when someone is signing a document on a workstation/laptop, the font for the signature still looks childish; However, when you sign the document on a mobile device, it comes out looking more professional; It…
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Email Sync: Is Automatic Contact Person Creation Supposed to Happen ?
This is s super simple question: I'd like everyone the sales team engages either inbound or outbound to become a contact person in Pipedrive. Doesn't this happen automatically when using Email Sync? If not, can you use the workflow automation feature to force it? If not, do you need to use Zapier's email parser? Thanks!
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Email Options when building an automated workflow
Hello, I am building some customer satisfaction workflows for our services. I have built the workflow to share a link to an NPS survey with our clients. Inside of our engagements we have the organization and the "Owner" contact associated with the deal. However in a lot of our engagements with our clients we have many…
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Updates that ROCK
I just wanted to reach out to the Pipedrive team and say THANK YOU for the update that has removed the "Load More" from your workflow automation screens. Now all of your workflows are visible when you open the page. This is was a HUGE quality of user experience upgrade. Thank you, Matthew
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Calendar View
Hi In calendar view (on desktop) is it a) possible to see the whole 24 period without having to scroll down? b) If not is it possible to limit the vertical height to include office hours only so it does fit the screen? The reason is because a meeting was booked at 5pm and I didn't to scroll down to see it and it was missed.
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Does Pipedrive support different types of Deals?
Hey there, I work for a consultancy/staffing agency, and I’m using Pipedrive to manage both sales and recruiting. Therefore, I work with two pipelines: 1) A pipeline to manage the sales process of our customers 2) A pipeline to manage the recruiting process of new consultants This is pretty okay, but there’s one challenge.…
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What is the easiest way to get a Persona out of your won deals?
Has anyone found a way to identify the persona of your own deals? e.g. statistics on won deals per company size, per industry, per position in the company of the buyer? Maybe there's an add-on I did not see? I'll happily pay for a solution that helps with this
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Filtered list of People with selected fields
Hey there, Would it be possible to create a filtered list of People, and select just a few fields that should be shown in only that list? Today, if I try this, it also affects the fields shown in my general list of all People. Thanks. Martin
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Project insights and workload reporting
I've been closely following the development of the project module, and it's safe to say that I'm excited about the progress so far. However, I'm still curious about what the future brings in regards to a couple of features that are incredibly important for us: * Adding projects to insights for progress reporting. *…
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What is the best tool/app to use to auto send text messages to people?
Does anyone have any recommendations for a tool/app to use to send text messages using auto workflows or is that not a possibility?
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Activity Report Not Exporting Fully?
We have recently hired a new assistant who has been tasked with exporting activity reports. When she downloads it (using Office Libre, which she then uploads to Google Drive to use in Google Sheets) the entire report does NOT download. It's missing the most crucial part: the actual Activity-Note column. (what was discussed…
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important fields: clicking on add value doesn't activate field
Hi, whenever I want to add something to a field in the "important fields" section and I click "add value", it activates the edit-mode but the cursor is not jumping into said field. I need to click into the area before I can enter anything. If I don't and for example type the letter "n", a new note opens. In other parts of…
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Video File type
Is there a way, currently, to upload a video to a contact or deal? We put pictures in, but we often use videos to describe upcoming jobs as we walk the job site. It would be very useful if we could add the video as well as the photos for everyone to have! Thanks!
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Importing to a specific pipeline?
Hello, We have multiple pipelines setup but when try to import into a specific pipeline it uploads to another pipeline? For example: We have pipeline A, B, C and D. Wish to upload to pipeline C; go into pipeline C, select import, run through the deal fields but the data always imports to pipeline A. Checked the online help…
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Visibility permissions for team managers role / Permisos de visibilidad entre managers de equipo
I'm managing different teams in Pipedrive and am running into a problem. When configuring the data visibility permissions between the different user levels, I verify that the team managers can see the data of all the users. There is no option in Permission Sets like "View stats of other TEAMS" as there are for: · See…
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Does anyone have time for a zoom meeting today?
Today I want to make a decision if this crm is good for my company. I have few problems about Pipe drive. I dont know, how to solve this problems. 1. I upload database to pipedrive via PC, but it was wrong database, I deleted it in PC, but still I can see this database in phone app in pipedrive. How I can delete data from…
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How do you embed BANT/MEDDIC on Deal records?
Hi Pipedrivers. Is anyone out there using BANT or MEDDIC for sales qualification, and how are you configuring your Deal records to support the methodology? What custom fields are you using/whats your setup to codify the process in Pipedrive to support sales enablement?
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Quote and Contract Flow
Hi! I'm trying to setup a flow for clients where I send a quote, they configure their product selections, sign a contract and pay the invoice. Is this possible using 1 flow?
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After a lead is considered "lost" how do you set follow up tasks?
This question concerns follow-up activities. For example, if I have a lead say they are not interested, I want to remove them from my active pipeline, and I usually hit "lost." However, I don't want to forget about the lead and want to occasionally send emails or maybe call in a few months. How do I have them reappear in…
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Does it cost extra to call out of the PD App?
Dear PD Community, I wonder if Calling out of the PD App costs per every call? I heard romours regarding this and want to be sure it's only rumours. Thank's for leeting me know :) Best regards
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Hi everyone ! I would like to know how to restore datas in customised fields if they have been delet
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SOC 2 Reports
Hello, how can I access SOC 2 reports? Attached is a sample report. @Inês Batata https://www.pipedrive.com/en/blog/data-protection-rules-regulations
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Has anyone discovered a way to delete chats from the history? I have several test chats that I would
Has anyone discovered a way to delete chats from the history? I have several test chats that I would like to remove but cannot figure out a way to do this.