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Activities List/Calendar view combined view
It would be super nice to have a mix of the calendar view and the activities view in one view enabling you to have the calendar overview while being able to scroll through the listview underneath.
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Activities List/Calendar view combined view
It would be super nice to have a mix of the calendar view and the activities view in one view enabling you to have the calendar overview while being able to scroll through the listview underneath.
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Workflow to send auto email to customer when Lead is created - Email won't link to the Lead
We have created a workflow to send an automatic email to the Lead contact person when the lead is created, only if there has not been any verbal communication yet. However, I can't figure out a way to have that email automatically sync to show up in the Leads page. It doesn't even show up on that contact or the…
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hi there is a option to mark then one icon per active?
hi there is a option to mark then one icon per active?
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Retail Furniture Store looking at a Pipedrive as a CRM solutions provider.
Hi folks. We are a retail furniture company in New Brunswick, Canada. We are looking for a company using it for managing customer sales relationships both in the long term and short term. Open to anyone's experiences in our industry or using it in a retail environment. Looking for your experience at ease of implementation,…
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Report for (early) deals vs deals (certain stage)
I am working with ADVANCED license and I have not found a way to make a report to show for a period of time: How many deals has been created in a month and how many of those have been progressing to a certain step in the pipeline. Anyone with suggestions?
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How are people structuring sales process steps in custom fields?
Hey fellow pipedrivers, I am curious to see how others are structuring their sales/qual processes in custom fields. At present I am including; * Source * Call Objective * Ask * Solution But am interested to see what others are capturing on the deal record to help prompt a structured approach to sales process.
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SMS integration Apps??
Does anyone use a caller integration app with pipedrive that lets you send an SMS to a client and if so which one and what kind of pricing am I looking at for x1user? Thank you
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How can I set up my pipedrive for recruiting new sales reps?
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Help needed on deal value and reporting
Hi Sales people! I need your advice on the reporting side. Say a customer signs now a 3 year contract: I want to know how much the client will be paying in 2022, not just the TCV (total contract value) that is shown by the Revenue forecast report. How do you get that value and how do you keep it automatically updated…
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No-shows
Olá! Em minha empresa enfrentamos um problema com no-show de agendamentos para demonstrações agendadas com os prospects. Atualmente no Pipedrive não há nenhuma opção para marcar uma atividade como "no-show". Ou seja, a atividade deve ser editada ou então, concluída. Gostaria de opiniões de como proceder com o registro…
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Recommendations of Field service systems integrated with Pipedrive
I am interested of Field Service systems that are integrated with Pipedrive. What FSS have you tried? What is your experience?
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How can I change start date on subscription on a deal?
Once I have created a deal and setup the expected recurring amount and start date for the subscription, how do I then change the start date, if I am not able to close the deal before the expected start date? It seems I can only update the "Recurring amount" and set an effective date for the new recurring amount. Really a…
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Place for input the cost invoice
Hi! Im wondering how you manage when you would like to implement both sell and buy prices into pipedrive? IS there any particular widget? Basically I would like to calculate the margin for not only 1 product, but for like 4 positions in one deal. For now I'm using custom fields, nevertheless its not the best solution.…
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Having problems loading all the data or keeps freezing while typing?
Seems like the settings always change. One day the program will be correct and the next day it will not open up correctly like get Frozen or it goes back to the default settings and then I have to redo my profile.
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Hello. Does anyone have any success or thoughts about using a 3rd party app to automatically turn of
Hello. Does anyone have any success or thoughts about using a 3rd party app to automatically turn off email follow-up once they have replied to the follow-up email? We send out an executive summary for buyers to review. Then we follow up with an email. When buyers reply we go into Pipedrive and manually update the "Stop…
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HTML Email template
Is it possible to setup a HTML Email template in Pipedrive? Need this inorder to send out a NPS survey.
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Convert Birthday to Age?
I'm curious if any other Pipedrive users have the need to convert a birthday into AGE? I sell life & health insurance so age is foundational to all I do. How about you? I've asked PD about this and it gets treated as unimportant. Could I be one of the ONLY sales people who needs to know my client's AGE?
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Delete e-mail history within leads/contacs
Hi there! I've made an lead import from Close.io to Pipedrive through an API. That process brought everything, including the e-mail exchanges with leads. Is there a way to somehow delete only the email history in bulks of all these leads/deals/contacts? Thank you very much
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GDPR violation. Remove user.
I need to remove a user because of GDPR regulations. I can only deactivate users. Please let me know how to remove this user, otherwise we have to file a GDPR complaint (fines are really high). You will have 2 weeks to comply. Thank you.
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Интеграторы в UA
Всем привет. Ребята, есть кто интегратор в Украине ?
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Export Insight Reports to PDF
I know that it's not currently possible to export reports to a PDF file with graph images, but is something that's currently being looked into for future implementation? It'd save my team a lot of time, as we currently have to use the snipping tool to manually cut and paste graph images/data into various documents for…
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How do you download notes?
Again, many of my deals are long cycles with a lot of activity during that cycle. I have used notes in Pipedrive but the problem is sometimes I need to share or reference my notes. If I am sharing my notes with others outside of my small one person company there is no way I can see to do this. Is there a way I am missing…
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Moving leads to the new Leads Inbox
Love the new Leads Inbox! It would be great if we could move leads out of the existing sales pipelines back to the leads inbox without re-entering the information.
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Zip code in address as default formatted address view
Hello, I know that zip code in the address does not show up using google autocomplete unless you specifically type the zip code in the end and then google will add the zip code in the formatted address view. If you do not type the zip code, it wont show it in the formatted view. I do not understand why the default view is…
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Resources in Projects
How do you add internal (colleagues) and external resources to a project? It really would make sense to associate internal and external resources to a project and also be able to attache a Role table to these resources. PS: I tried to go through the postings and see if this topic had been covered earlier, but I could not…
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Show current number of deals per stage in dashboard
Hello everyone, I need help configuring a report for a dashboard please. I want to show the number of deals per stage at this very moment. So far, I have only been able to display progress/change per phase, but in that szenario deals coul be counted double which would distort the statistics. Basically, I need to show the…
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Lost deals, reopened to keep history, but wont show in report as DEAL created date old.
Deals have been WON, and then months down maybe LOST. Pipedrive then takes them out reporting as WON 6 months ago. Also next question, if have LOST DEAL... and then they are reopened a year down track as they are back as customer & we want all the history. But doesnt show in reporting as not NEW DEAL and reporting is on…
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Team Inbox for generic email addresses ?
Hello, We are currently using Freshsales for our CRM and actively looking into moving to another CRM. Pipedrive is a major contender. We are a small company and a lot of our customer correspondence goes to generic email addresses like contact@company.com. Question to Pipedrive team * How would be go about setting this in…
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파이프드라이브 가이드: 파이프드라이브의 중복 데이터 병합
파이프드라이브에서는 중복된 데이터를 병합할 수 있는 '중복 병합' 기능을 제공하고 있습니다. 파이프드라이브 내에서 중복 데이터를 병합하기 위해서는 아래 화면을 참조해주세요. 주의: * 파이프드라이브의 중복 병합 기능은 '고객' / '조직' 중복에 대해서만 병합이 가능합니다. * 거래를 병합하기 위해서는, 개별 거래에서 병합할 항목을 찾아 병합해야 합니다. 파이프드라이브 중복 식별 기준: * 고객 : 고객 이름이 동일하고, 고객의 1) 전화번호 / 2) 이메일 주소 / 3) 고객이 소속된 조직 중 1개 이상이 동일할 때 중복으로 인식 * 조직 : 조직 이름이 동일하고, 동일한…