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Problem with Duplicate detection
Hello community, I got a problem with the duplicate detection. As I understand, the duplicate detection recognizes contact duplicates by checking the contact-names. But here starts my problem. For example, I got those two contacts (with NAME and EMAIL): | Harry Potter | homie@hogwarts.magic | Ron Weasley |…
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Regarding my sales inbox
Hi, Regarding the new email/sales inbox, is there a way to show the deals that are connected to the email better, like it was before the update. I realy dont like the new update where all we see is a small symbol and we need to hold over it to see what deal this email was assigned too. This makes pipedrive a lot less…
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Insights not populating expected close date
I am having issues trying to create a projections report to show expected close dates on projects. Instead of the deal showing in the month it is expected to close it keeps showing the deal in the month it was created. I have tried a number of ways to change the filtering but can not seem to get it to populate in the…
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How to avoid duplicates when bulk-importing additional notes.
I tried to import notes from a spreadsheet, related to existing contacts, and used their e-mail as reference. Still all persons were duplicated in a new 'page' with e-mail and new note only. What do I do wrong?
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Email sync outlook problem
Any other have problems with email sync for outlook? I have had the issue for a week now. They fix it, and the issue come bak agein and agein?
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"Products" Category: Privacy setting for different currency of pricing
I will like to find out if there is a way to set the privacy for a single created product with different price currency. I.e. A product is is viewable by users from 3 different countries: SGP, AUS & USA There are 3 different price of different currencies set up: SGD, AUD & USD How can I set privacy in a way where SGP will…
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Share activity notes in slack
We share meeting results in our company both in Pipedrive and in slack. Since we don't want to duplicate content, we write meeting notes in Pipedrive and then share them in Slack in a specific channel. Currently, there is no option to just share a link to an activity which is why we started to take screenshots of the…
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Is there a way to add multiple companies to a single deal?
We have projects where we work with multiple companies to pull across that deal. So for us in construction, that could be architects, contractors and joinery sub-contractors. All worthwhile contacts, but currently no way to track these companies on Pipedrive next to the deal, only 1 company or multiple people.
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Leads Inbox: One column for overall last activity/email date?
Caveat: this post deals w/ one-on-one emails sent to leads, not those sent via automations/campaigns in bulk. With the Leads inbox, I'm aware that you can turn on/off various "last ___ date" columns for people and orgs, e.g. last email sent, last activity date, etc.. but is there any way to have a single column that…
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Really slow and errors loading
Over the past week Pipedrive has been running terribly slow for my entire team. It doesn't matter if they're in the office or remote. We're getting "Something went wrong" errors and can't even access our Deals. Are we the only ones experiencing this? Is anything being done to solve this? If we can't use the system it's…
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When sending an email to multiple contacts, would it be interesting to know which contact opened the
When sending an email to multiple contacts, would it be interesting to know which contact opened the email? At the moment you can only know if "someone" has opened the email. The only way to know the person is to send mail one to one.
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How do you create one singular Report that shows number of emails sent & Activities actioned
Hi all, I am looking for a way to create one Report that shows the number of emails sent & Activities actioned over a specific period of time on all deals in my Pipeline. EG: All Activities (calls, notes, meets) AND emails sent (via Gmail integration) during the month of April. Thanks! Alex
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Using contact fields / merge tags in links in email body
We at StoryXpress are building an integration that will primarily let Pipedrive users attach video links in their emails and in order to make those links trackable there needs to be a query parameter in the URL that holds the email of the recipient. Here's what Pipedrive currently allows us to do with the Insert field…
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Is it possible to create recurring activities?
Is it possible to create recurring activities?
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Link Email From within a deal
Will be really great to stay within a deal and link email conversation from there. As it is at the moment, you have to go out of the deal into email find the conversation link it to the owner and existing deal and then go back again.
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Is it possible that there is a bug in the email tracking function?
Hi Everyone, Did anyone else meet with this problem? I am pretty sure, that the other party did not open this email a 100 times.
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What Schedule Management tool do you use? Bonus points if you share the "why" :-)
What Schedule Management tool do you use? Bonus points if you share the "why" :-)
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Can't View Deals
All of a sudden, when I click on an individual deal, it will not let me view it. All I get is a blank screen. I can search for the deal, or find it in the pipeline but, when I click on it, nothing. Has any one ever had this problem, or suggestions as to what to do to fix it?
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Won Deal from Sales to Account management
Hello everyone, We use pipedrive to manage the acquisition of users as well as the onboarding and account mgmt. I am concerned because I cannot mark a deal as won and then move it to another pipeline. I tried to build some automations but if I flag a deal as WON, I need to reopen it to work on it on the Account Mgmt…
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Insights data not updating fast enough
The data from deals that is imported to the Insights updates frustratingly slow! When I need to create a report i often update some deal data just before. But it takes hours for the data to be imported to Insights for generating reports. This is a big nuisance. It seems like a problem that shouldn't be an issue?
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Add a Time Stamp when you complete an activity
I am encountering a very inefficient problem. Here's what I currently do for my leads/activities: -Set a date To follow up with a lead -Call that lead 4 days after the date I set (Yes, I know it's not the best, but I'm being real here). -Checkbox, I'm done The Problem is this: (Let's say I set the due date for 5/2/23 and I…
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Hello everyone, is there a way to link a contact to two different organizations without necessarily
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Error: Pipedrive Sorry, you have been blocked You are unable to access our website.
Hi @Mike van der Valk I'm having trouble getting into pipedrive, the error says: Sorry, you have been blocked. You are unable to access our website. I contacted support but have not received a response. Please, can you help me? Thank you Yenifer
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Pipeline stage dates on start of using Pipedrive
Hi! Is there a way to adjust Pipeline dates? I started to use Pipedrive couple of months ago and would like to add old leads to Pipedrive with actual start dates. Now the number of days from lead to deal is showing too few days. I managed to adjust Deal generation date, but that does not affect to number of dates to get…
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Stage Change field
Hi there, It would be incredibly helpful to have the stage change date as a field to be able to export. As of now you can only see the latest stage change date which is incredibly useless. For reporting reasons and to see the duration of the sales process, would be great to get the date each deal moved through each stage.…
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Report time in stage per deal
Hi I'm looking for a way to get a report of every deal and the time it stayed in a certain stage. I got the report "deal duration" but that gives me the average. I need to see this for every deal separately. Any ideas how to do this?
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Deal labels in insight reporting
Hello!! I have put my own labels on every deal, but when I report about it in insights, or view/segment the data by labels, the labels do not show up! What am i doing wrong? Thanks!
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Tracking email forwards?
Hi All, Does Pipedrive track email forwards? I'd like to know if the opens and clicks in the email are by the recipient or from a forward. Thanks!
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Pipeline View
Is it possible or are there plans to make it possible for users to see a consolidated view of multiple pipelines? For example, lets say I make a separate pipeline for 3 different service lines we offer. Each sales rep sells all three but the sales rep has the ability to just view a single service pipeline or see the deals…
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Label Field
I see that its now possible to select multiple values in the deal label field. Is it possible to turn that off and limit each deal to one single value selection in the label field?