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Where to put all sales documents like cheat sheets in Pipedrive?
Hi guys, Where do you usually put sales documents and/or any updates for the sales reps in Pipedrive? I don't think they have it in the CRM? Spreadsheet doesn't work as we're a property company and we have so many updates about many properties in one day. It'll be great if we can put a link of the construction update in…
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[Research] Scoring functionality in Pipedrive [Volunteers FOUND]
Hey, dear community, EDIT: We have all the interview slots booked. Thanks everyone who responded to our call! We’re currently researching how we can introduce scoring functionality inside Pipedrive. We’re looking for 4-5 users who we’d like to speak to and understand your needs, use cases and the current pains you’re…
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Research completed: Projects by Pipedrive usability tests 🛠 🚀
Research completed! Hi there, Are you interested in Project management? Would you love this in Pipedrive? Are you not using our Projects add-on in beta yet? Then you're the perfect person to talk to for us right now. Please find 30-min via this link to talk to us by Zoom so we can test some of our latest work with you.…
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Export of "Notes" field
Hello all, Could you please advise me how to export "Notes" field in Pipedrive. Among the fields available in the list view I can't find this field. Thanks
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What is the best way to connect the mail
What is the best way to connect the mail, where the applications pour from the site: as a separate new user and synchronize the mail? is it easy for any of the existing users to sync mail? so that these emails with applications immediately fall into the "Leads" section
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Live Chat Playbook reporting - definitions
Hello Community, Can anyone please explain the definitions of 'viewed' and 'clicked'. I've just launched Live Chat on our website but wanted to confirm what these results meant. Thanks!
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Is there a way to compare the pipeline week over week?
Asking for Advice: I want to be able to see how my pipeline changes, week over week, especially by team. Is that possible, without doing screen shots and saving them away from the app? Is there a report structure that will enable me to track progress over time? @Analytics & Reporting
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Can you change the Deal Close Date???
We fell behind on data entry and "closed" several deals after the fact. And then that became the "deal close" date vs. allowing us to edit to the actual day that the deal closed. Can we fix that???
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SmartDocs & Excel - when will OneDrive & Sharepoint support excel documents please?
SmartDocs & Excel - when will OneDrive & Sharepoint support excel documents please?
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Templates lost
I used templates to send out offers with a digital signature. Normally when creating a document, one selected template and it loaded all the specifics. The template disappeared. Can you tell me where I can find it?
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Pay for Set up
My question is , are there any developers or IT staff that we as users can pay to set up our work flows and automations, as I am busy focusing on my business there is no organisation in my work flow and I never get time to properly set it up , I'm always doing something wrong and having to start from scratch. I have used…
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When will Projects be included in the Search Function?
Hello: When will it be possible to locate Projects using the search function? I thought we were able to in the past, am I misremembering? Either way, projects should be searchable.
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Information sharing
Hey there - very new to Pipedrive and have two questions. If there are only two of us working together, how can I see all of my colleagues information (including emails etc.) on Deals page? We have checked all settings and cannot seem to rectify for me to see all of her information. Any help is happily received!
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Deals
We want our deals to be repeated in 6 months so we can follow up with clients - should I add a column on deals page or how do you schedule follow up for this, so you automatically cycle through the sales process for reordering?
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Jumping from a Deal to its Pipeline
How can I jump from a Deal to the Pipeline that it is in? I know I can edit the Pipeline and Stage from the bottom left dropdown under the progress bar. But can I jump from a Deal to the Pipeline itself? Seems like something Pipedrive should be able to do! If this is not possible, I will put this in as a feature request.
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How to export People (contact name, info) and Organization (name, custom fields) in one report?
Does anyone have a workaround for this particular Pipedrive limitation? I have been asked to export a spreadsheet that includes Organization data and People/Contacts data for those organizations. After attempting this previously and resorting to a very time-consuming reconciliation of data after exporting each dataset…
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Is it possible to archive Contacts?
Hi! If the contact person for a client changes - is it possible to archive the old one? So that we don't lose all the info from the past but the contact does not show in the contact list as active? What are the possible solutions in these cases?
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How do I import custom fields that I've created into my leads via CSV?
How do I import custom fields that I've created into my leads via CSV?
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Is there a way for Admins to see emails from salespeople to contacts that they are not included in?
We are finding that multiple people are talking to the same contact without knowing. Is there a way for admins to be able to track or see emails between contacts and salespeople?
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Editing logos/shortcuts on the left side of the page
How does one edit the logos on the left side of Pipedrive? For example I would like to remove/hide "Campaigns" and "Marketplace". I have seen some demos videos where this appears to have been been done, however I am unable to find information on how to accomplish it. Thanks!
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How to streamline the sales invoicing process: What to include in a sales invoice
A clear, accurate sales invoice will encourage buyers to pay in full and on time so you can maintain a healthy cash flow for your business. Ensure recipients can easily process your invoice and pay you on time by including these components: Contact information (for both parties) Date of issue. This helps the customer…
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How to streamline the sales invoicing process: What to include in a sales invoice
A clear, accurate sales invoice will encourage buyers to pay in full and on time so you can maintain a healthy cash flow for your business. Ensure recipients can easily process your invoice and pay you on time by including these components: Contact information (for both parties) Date of issue. This helps the customer…
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Trigger Email Automation only first time project (deal) is moved to a phase
I would like to send an email when a deal or project is moved to a phase for the first time. Based on my workflow, however, it may be that the deal or project gets moved out of that phase and back into it later on - maybe many times. Is it possible to trigger the email automation only the first time a deal or project gets…
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Pipedrive Workflow Automation beta-testing
I would like to be beta user for that new feature. PLEASEEEEEEE!
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How can I determine who opened the email when email tracking is enabled? For instance, my colleague
How can I determine who opened the email when email tracking is enabled? For instance, my colleague is in copy with a customer and email tracking shows email was opened at "x" time. Well, how do I know who opened the email? Does email tracking also track if you opened it if you're only in copy?
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Is there a way to tie a photo album from google photos to the job itself? like in the deal section.
Is there a way to tie a photo album from google photos to the job itself? like in the deal section. Similar to adding an address?
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Time Zone Issues
When a client books a meeting via my link, the time in the outlook calendar and pipedrive calender is correct but when I click the appointment from my outlook calender the time is 1hr less.
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Why do some of my contacts come up "Deleted" when clicked on?
Why do some of my contacts come up "Deleted" when clicked on?
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How to link an email to a deal when it's linked only to a contact?
Can anyone help me figure out how to link an email that I copied into Pipedrive, and is linked to the recipient only, to the deal he is associated with? I searched for a contact, the deal he's a participant in didn't come up (and I didn't know it existed, I'm not the owner) so I emailed the contact in reply to a previous…
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Allow contact-based email template fields based on the main contact person on a Deal, and not just t
I am making an email template and I need to be able to use the email address of the Deal's primary contact as a template field, even if that contact is not the recipient of the email. Currently, it provides a bunch of fields from the Contact object, but that seems to be based on whichever contact is in the "To" field of…