Every month I pull reports from Insights, on both Deal Progress and Deal Conversion. I set the parameters to be the same, IE same month, deals in, exclude particular lost reasons. Insights gives me 2 different figures from bout Conversion and Progress. If running monthly reports with the same parameters why are these not…
Hey there, so I think that's something that Hubspot has that I feel is missing in Pipedrive. Essentially, I have a stage for a "pilot" and some customers go through it (they need a trial before fully signing on) and some skip it and go straight to my last stage "Paying Customer". However, Pipedrive in Insights cannot…
Neeaconsulting as a Pipedrive partner and provides a lot of support to customers. There is a request that is very important and recurring: the possibility of creating a contact field and defining it as mandatory from a certain stage of the funnel or when a deal is considered won. When you make a contact field mandatory, it…
I am a debt & equity broker - using pipedrive to track our deals through our sales cylce. Our deals are what we a brokering - they get sent to multiple funding sources, we get feedback, select one and close the deal. Trying to figure out an efficient way to track all of the sources the deal is sent to and record that…
Pipedrive is working too slowly to be functional and loading is taking too long. Our internet connection is fine and all other applications are fine including Insighly CRM. I have changed browsers from Chrome to Edge, deleted the cache etc and rebooted my imac but its still too slow. Is there and issue with Pipedrive…
an important email that i have been waiting for didnt appear in my inbox even though i knew it had been sent. I checked by email provider and it was in spam. But where can i find my pipedrive spam folder, i only have: TIA
The current implementation of column ordering in the Contacts/Organizations/Leads tables is very slow and inconvenient. When there are more than 5 columns and they extend beyond the screen boundaries, adjusting their order becomes very difficult. If Pipedrive allowed global settings to be saved, this issue would be less…
Hide this annoying popup; it keeps appearing constantly.
I greatly appreciate Pipedrive's flexibility when it comes to uploading from spreadsheets. The fact that we can correct where data fields belong in a simple manner is wonderful. That is why I was shocked to learn that when uploading Leads you cannot include a Lead - Label (Hot, warm, cold, etc) in the upload. You can do it…
Hi everyone. Can I get your input please… What is your view on having pipeline stages called Won and Lost? I have been unsuccessful so far trying to logically explain to my employer (who insists on keeping these stages in our pipeline in Pipedrive) that we don't need them as Won and Lost are statuses not stages, and we can…
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