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[CLOSED] Sales calls & contact management: Looking to speak with customers for research
EDIT: We have concluded this research session. If you have any comments, please post in the comment section :) Hello, members of the Pipedrive community! * Do you make sales calls on the go? * Do you find it a tad difficult to make sure that all the necessary information about your contacts is updated? * Do you sometimes…
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Mapchart graphic - how can I insert it?
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list of all archived leads
Is there a way to find a list of all the archived leads?
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Email already Marked READ
My email comes into my In Box already marked as if I read it. Although I haven't. Is there something that could be done to change this?
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How do you identify & merge accounts with SignUp? So merge Pre-Signup Accounts with Signup accounts
How do you identify & merge accounts with SignUp? So merge Pre-Signup Accounts with Signup accounts if that is the same account. 95% of signups are not contacted Pre-Signup.
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Online school
Is PipeDrive suituble for an online school? Possible, someone have some cases. Thank you in advance!
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Calendar two way sync not deleting in Pipedrive Calendar
have my calendar setting to two-way sync. When I delete a re-occurring event on my google calendar, it does not delete on my Pipedrive calendar. Also I'm not able to delete the event in the Pipedrive calendar either. Its shaded grey. Can someone please help, thanks in advance, Jack.
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Campaign for After Sales and need multiple contacts in my recipient list that are attached to a deal
Hey, I want to generate a recipient list that comes from every deal we have won (=basically customers). At the moment, I can only add the main contact to my sender list automatically. But I don't want only the main contact from that account, I want every contact that is attached to the company / deal in my recipient list.…
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Is it possible to bulk assign activities?
For example, if I add 1000 new leads to Pipedrive, I want to assign an email activity to all 1000 simultaneously, instead of at input or going into each individual profile. Or if I see 1000 leads that I haven't contacted in a long time, is it possible to assign an activity to them all at once, like an email, phone call,…
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Data export - times in UTC
Hello, I'm exporting activity data in order to build timesheets for billing clients. What's frustrating is that even though the users have entered their activities in the local time zone, in the data export it's all in UTC time. I need the data to be in local time as different rates apply to day shift as opposed to night…
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'deal owner contact info' email template input field
is it possible to add 'deal owner contact info' into email templates? I'm sending a dynamic email followup after converting leads to a deal and Copying the owner.
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Gibt es die Möglichkeit eine Massenbearbeitung rückgängig zu machen?
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Pipedrive Datawarehouse
Is there a good tool that can load the Pipedrive data into our data warehouse? We are currently using Stitchdata and the integration for Pipedrive from Singer, but it doesn't work well with the deals products yet. However, once products are removed from a deal, they are not removed from the data warehouse or marked as…
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Is there anyway of uploading an existing database into pipedrive?
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Bulk add activities to list of contacts.
I just started using Pipedrive in my new BDE role. After experimenting with the bulk email sends, I want to make sure all of these same contacts are then entering into a new activity once that first email has sent out. Is there a way to bulk add activities to groups of contacts? Thanks!
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파이프드라이브 기능 업데이트 : 모바일 앱 리드 수신함
안녕하세요. 국내 파이프드라이브 공식 파트너사 해시스냅입니다. 많은 분들께서 요청하셨던 모바일 앱 리드 수신함 기능이 출시되었습니다. 이제, 모바일 앱에서도 거래뿐만 아니라 리드를 확인하여, 리드를 거래로 전환하거나 리드를 필터링하여 어디서든 리드 목록을 확인하실 수 있습니다. 1. 모바일 앱 리드 수신함 위치 * 모바일 앱 접속 후 우측 하단 '...' 클릭 > '리드 수신함' 클릭 2. 모바일 리드 수신함 필터 * 우측 상단 클릭 후 필터 설정하여 리드 목록 조회가 가능합니다. * 어플리케이션 메인 화면 검색 창을 이용해서 리드 검색이 가능합니다. * 모바일 앱에서…
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Advice for exporting revenues details
How can we export in an excel the subscriptions and additional payments' revenues and dates from inside each business?
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Comment chercher les changements de propriétaires de leads ? j'ai un souci mes commerciaux change le
Comment chercher les changements de propriétaires de leads ? j'ai un souci mes commerciaux change les propriétaires de leads , je ne peux les en empêcher mais je souhaiterais visualiser ces changements . Comment faire ? Pour savoir qu'elle entreprise a changé de propriétaire ?
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Any Progress on Native SMS?
HAs there been any development on being able to send SMS (with my phone number) from within PD? I have looked into the other solutions (Twilio etc), but they all seem to require you to have a new phone number. I want my contacts to receive the SMS from me. Any help would be greatly appreciated.
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Group email stuck in outbox
It says "Sending in Progress" and "Queued". but will not send - I tried deleting and trying again + restarting. I have used group emailing successfully in the past (yesterday). Thanks
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Looking for Expert / Consultant
Hello all, I'm looking for Pipedrive expert/consultant (ideally based in Asia or EU) that can help with one-on-one hourly sessions. If that's you or you know anyone, please drop me a message at samy@nordaqasia.com Thanks in advance, Samy
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List people for Campaign start from Leads
Hi everyone, I need help building a list of people to send a campaign to. we normally work on a list of leads and decide which leads we want to contact by email or by phone. How can I manually insert only some leads in our Campaigns? I cannot create a filter because there is no unique condition.
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Gmail Add-On crashes Android App!
Is anyone able to use Gmail Add-On on Android phone? When I click on it in an email thread, the android Gmail app crashes instantly! It works on the Web perfectly.
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Past Due Closing Date Notification
Is there a way to get an automatic notification either Teams or E-mail if an open deal is past due its stated closing date?
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Calendar sync best practices
Hello All, I was going to connect my Google Calendar with Pipedrive and saw many posts around calendar sync in the community. Seems like there are some flaws around the sync. Could someone help with the best practices with calendar usage?
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how can I change a field that is set as a default? it blocks me from editing it
I can not change a default field in the custom fields, is there a way to over pass it?
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Connected Leads on Organisation Page
Is there a reason why leads are not shown on their respective Organisation's page? It makes sense to me that you should be able to see if there are any connected leads for an Organisation in the same way you can see a connected deal, but perhaps I'm missing something here.
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Separating leads without tags
Hey everyone! So I have two divisions under me - I was wondering if there's an option to keep leads separate for both without using custom tags?
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Expanding Reporting Availability for Admins and Managers
We are limited to 150 reports per user, but are seeing a handful of users utilizing the vast majority of the report creation, while most of our users use almost no report creation and just view the dashboards that have been created for them. It would be nice to see a total number of reports in the aggregate across all…
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Deal ID available on Email Templates please
Hello everyone. I have created an automated workflow that sends an email to some stakeholders every time a deal is Won. I would like to create a link en the email so hey click the link and see the details in Pipedrive directly, without the need for searching. Something like -- View the details inside Pipedrive using the…