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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.
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Facebook Pixel integration with Pipedrive Forms. Tracking Leads.
Hello! Is there some way to track Pipedrive Form with Facebook Pixel? My client has Wordpress webpage with implemented Pipedrive Forms (plugins). And it is not possible to setup tracking on Submit button with Facebook Event Setup Tool. So what would be the best solution (exept creating Thank-you page in webpage)?
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LinkedIn prospecting for Pipedrive
Prospecting can be tiring and might take up a lot of your time, this is exactly what happened to me when I was prospecting. I had Pipedrive on one side and the LinkedIn profile on the other side and kept copy-pasting the prospect's name, designation, and email ID from one screen to another, which was time-consuming. This…
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Is there a possibility to allow everyone to delete Deals and contacts in PD?
Dear Community, So far, only Admins can delete contacts, organisations and Deals. I would like to allow all Sales-Team-members to do that. Is that possible? Thank you so much for your help in advance!
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Web form
How do you request documents in the web form l forgot how to do it and I can't find the video
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How to preserve won status of a deal, that was lost after some time?
I run a subscription-based business, and such businesses have churn, meaning we lost some of the deals that are previously won. What should I do with a deal that I won and, let's say, after 12 months, is lost? Please mind that if I change its status to lost, reports will lose the crucial information that the deal was…
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Transfer deals between funnels / Traspasar deals entre embudos
Hello community. When you transfer deals from one funnel to another in a massive way (I don't know if manually) (due to information reorganization things) the traceability of the evolution of the deal is lost. I think this can be a problem if, as it is my case in a client, this is not reported beforehand. Do you know of…
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Currency Exchange // Cambio de Moneda
Hello, community! A question about the currency of the deals and their display for each user. As admin user, I would like to see the value of the deals in the original currency of each user and in the exchange currency. For example, an admin user wants to see a list of all the deals in € and in the local currency of each…
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Possibility to evaluate how many new customers are added per month?
Hey everyone, is there a way to track if a signed deal belongs to a new customer or if the customer has signed deals with us before? We would use it to evaluate how many new customers we have in a month.
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Changing Deal Activity Dates
I would think we are alone in this, but when we have scheduled activities on a Deal it is possible for the deal owner to change the date. When that user fails to complete their activities that day, they can simply change the date to a future time which hides the fact they haven't carried out the activity on the scheduled…
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Beta Project Management
I'm a process and innovation consultant and i'm working with a important lawyer's office in brazil. We work with pipedrive for a long time and we manage our deals and activities on it. We real want to use de project management feature. So, is it possibile to be part of beta group? I'm sure we can contribuit a lot to the…
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Import Organization
Hi, Just a question I've read how to import from XLSX and how PipeDrive handles duplicates. The question is how it handles existing records. How does it recognize an organization already present and if it updates the fields or skips the record Thanks
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Do you have a lead scoring in Pipedrive?
Do you have a lead scoring in Pipedrive?
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Email and web tracking + lead scoring
Hi all, I would like to build an automated lead scoring based on leads behaviors / engagement (typically emails opening / clicking and website traffic). How can we do that with Pipedrive / other tools ? Thanks a lot!
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Bulk mail sending
Hi, I am wanting to send a bulk mail.How do i do that please? Roy
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Merged: Add multiple subscription models, add ramp-up plan models, and edit subscription plan
This discussion has been merged.
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Integrate website form with WebForms?
Hii I'm currently not too happy with the functionality and speed of Pipedrive webform. Does anyone know if there is a way to integrate webflow forms with pipedrive? instead of all competed forms being directed to an email? Thanks! Michael
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Web Form Time Picker Field Not Showing?
I created a Time Picker custom field and want to add it to a web form but it is not showing as a possible field selection. I was able to add a Date Picker field. Does anyone know if it is possible to add a Time Picker Field to a web form? Thanks for any advice
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Email integration
Good morning there have been multiple posts about email integration with Pipedrive. I currently use Outlook and I have to have two windows open when managing email and entering into Pipedrive. Is this something that’s being considered? I drove has so much functionality but this seems like a basic issue. Would love to know…