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Is there a way to create a deal list without filters?
I created a deal list using the filter option but there are certain deals that I don't need on this list. Is there a way for me to create a deal list manually?
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Lead label same as contact label - Vlookup?
Hi there, I'm using 'leads' as a way to list when new or existing contacts show interest in a product. However, I need to make the 'lead label' reflect the same as the linked 'contact label'. I use the labels to show whether the contact is an existing customer. This way, if the customer becomes a lead, the lead label will…
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Create a property > set attributes (price, rooms) > Match with leads
Hi everyone, I am a bit confused. I see Pipedrive being marketed as the best CRM for real estate professional and still after searching up and down here and elsewhere (really everywhere) I still can't find a clear (or even unclear) guide on how to let pipedrive execute the most basic function needed in this business:…
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How to import companies/Leads without contacts
Hello Folks, I have a list of companies to contact, but not the details of the contact persons for all the companies. I would like to import that data in order to contact the companies and go further from there. But when importing the file without contact persons are not imported. Is there a work around on this?
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Scheduling drain #askingforadvice!
My entire business revolves around scheduling out different vendors/services to homeowners and I like Pipedrive for the Pipedrive capabilities but the calendar is horrible. If Pipedrive could just make the Calendar like Google it would be game changing for me. I need to duplicate events often as there are a lot client…
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Bulk edit button on deal level
At the moment it's only possible to bulk edit activities on de activities page. Would be great if you are able to bulk delete activities on a deal page as well.
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Identifying current customers for newsletter?
How do you identify people in your database who are customers? For example, this would be to send email messages using Campaigns to only current customers. Do you use a custom field? Is there some built-in way to do this in Pipedrive?
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Remove default to assign task to self when creating activity
Is there a way to have an activity not be automatically assigned to me? When I create an activity it usually needs to be assigned to another team member, but the default is my name and working through so many activities I am accidentally not reassigning the task to others.
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How to have a Pipeline view showing all the WON deals Last Year?
The filters conditions don't offer this as Relative Intervals.
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How do you bulk delete contacts? I am trying to cleanse my database. Suggestions welcome.
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📅 Pre-populate Scheduler Form
I want to prepopulate the scheduler form with parameters I'm passing through a URL. Does anyone know what Pipedrive scheduler is using as parameters for the scheduler form fields, for example does scheduler use first_name or firstname or %firstname% etc...
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Import Mac contacts
How??
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Asking advice on insights + reporting + products
I am looking to run a report on sales of products and projections for current month business as well as forecasting for future months. Currently it only comes back with each person who has closed a deal for the product. That is not helpful and frankly not something I want on my dashboard insights page. I want a quick…
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Disabled fields
Hi, We would love to use disabled fields. Why ? So we can share info with Sales from our frontoffice and not letting them change it. For example : weither a User is activated or not (helps to suggest them the next action). This is a data coming only from the website once the User is activated, it doesn't make sense for the…
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How to delete an activity
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Guys, my "Goals" panels in Insights don't refresh instantly. They usually refresh in about 1h-24h. I
Guys, my "Goals" panels in Insights don't refresh instantly. They usually refresh in about 1h-24h. Is this normal? Do you have the same issue?
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Tying multiple contacts on deals to deal items
Hi there! I've run into an issue where I have multiple contacts on deals and I'm only able to add one person to a deal. This is especially problematic with the email integration, I'm having to manually add emails to deals every time I talk to someone who's not the singular person I've added to the deal. For example, I…
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Displaying custom data fields on details panel only for specific pipelines
Not sure if this is possible, but is there a way to display specific data fields only on certain pipelines? I see that its possible to check/uncheck "Always visible in person detail view" in the field properties, but these fields still appear when the details panel is expanded on a deal record. And yes, I see that custom…
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Customize left side bar in deal section
I would like to remove the Choose a billing plan section and move the person info up to the top. Basically, I want the left-hand side bar to be customizable.
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My leads don't have marketing consent even though they are opting in
Hi There, My incoming leads (from web forms) are not coming in as having 'marketing consent' even though they are checking the 'opt-in' check box in the form. How can I fix?
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Changing multiple option selection to single
I have a drop down list with multiple options in. I want to amend this so that only 1 option can be chosen from the list
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Lead Source from diferentes channels
Hi, I´m planning to Start the essential versión to Start and then posibilities to implementado in some clients. One of the most important for me is when i have leads comming from, YouTube ads, google ads, FB and IG ads, a part of the web forms, every single leads comes with the lead source already. So, when i go to the end…
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Automatic Smart Data Search
Is there a way in Pipedrive that Smart Data Search is automatically run
Automatic Smart Data Search Is there a way in Pipedrive that Smart Data Search is automatically run through all the contacts & organization instead of running through it contact by contact / org by org? Obrigada! ;-)
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Assigning multiple contacts to a lead
Hi there, I have many cases of working with multiple contacts within the same organisation on a single lead. At the moment I can't see a way to assign them all to one lead - when I import the people, despite the Lead Title being the same for all 4, it creates 4 separate leads in the system. What would be the best way to…
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How to restaure datas in customers fields
Hi everybody, I accidentally deleted a characterization field of the organizations. Do you know how to recover the data? This represents thousands of entries... Thanks by advance
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Import only relevant emails from Outlook or O365
Hi all, I get hundreds of emails a day and I only want to import into Pipedrive relevant emails from Outlook or O365. I simply cannot see how to select only certain emails with specific subject lines or keywords in the body of some emails that populate in Pipedrive. I can do this with Monday.com from email but not…
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\deal progress by date
Hey guys. I am trying out the insights page and there is a graph I need that isn't displayed exactly in the way I need but very close. The deal progress graph shows the sum of the deals that changed stages. I need a graph that displays only what stage is each deal at the end of the month. Is there any way to do so?
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Is there a way to generate a report for deals that meet a custom field entry of the organisation?
Is there a way to generate a report for deals that meet a custom field entry of the organisation? #reporting
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How create a unique field
Hello. How do I create a unique field in the registration of new companies? For example. register a company with a CNPJ, however when entering a new lead from that same company it should not be possible to create a new company with the same CNPJ number. You should block the registration eg. Can anyone help me?
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Drop down menu query
Hello Pipedrive community, Is there any way to add a drop down to a custom field when creating a new deal. This would be implemented on our Project description field. We would like the drop down like the other fields as shown above /\