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Split screen
Hi folks! I I put a huge amount of work into setting up Pipedrive only to find when I start using it live that the email interface seems crude and unworkable. Gmail and Mac Mail and Outlook havr had various split screens for decades. Is there no way to get a screen in Pipedrive where the message headers are listed on the…
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April Fools’ Day email examples to try this year
There are many email marketing benefits to gain from sending a humorous April Fools’ Day email. Generally, an email marketing campaign is a great way to increase engagement and drive conversions, and it has the highest ROI of any digital marketing channel at over $35 for every $1 spent. Add a comical aspect to your email…
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Switch to another organization hidden under More actions
Hi, when looking at the Organization of a specific deal, Switch to another organization is hidden under More actions. Multiple times per year, when someone in our team wants to modify the organization of a deal, the member will use the Edit all fields button since the Switch to another organization button is hidden. This…
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contact to prospect
Hello, i'm trying to access a prospect view from the contact view. We can't do it natively in pipedrive. does someone have a tips about it ? Have a great day,
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Product Variants + Volume based discount
Hi, I have multiple variants of a product (with different SKU) and would like to offer a pricing discount based on the amount of volume in the total deal. More volume would evaluate to a greater discount. Is there a way to configure that in the platform? I noticed that I could set up a workflow with product counts and…
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Selective Two-way Sync & Google Contact Group Definitions
I would like all Google Contacts to sync to Pipedrive, but only a subset of Pipedrive contacts to sync to Google Contacts. How do I do this? Also, when I attempt to link a Google account, I see a couple of different "Group of contacts" options, that aren't clearly defined for me. Is there any documentation that explains…
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Wie gebruikt Pipedrive om abonnementen te beheren?
Iemand ervaring met Pipedrive producten en het doorvoeren van een jaarlijkse prijsindexering, die dan in alle openstaande deals waar dat product in staat, moet worden doorgevoerd? Ik heb ook de 'recurring revenue' feature en gebruik die nu ook, maar daar zet je 'hard' een bedrag in, dus dat gaat neem ik aan niet werken bij…
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Good all, Please advise how to add follower (new sale person) to existing organisations/people in bu
managing the followers list
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Email signature images continue to attach to contacts
Is there a way to stop email signature images from repeatedly attaching themselves to our contacts in pipedrive? This happen to much
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Looking for help with pipedrive setup
We are trying to set up Pipedrive CRM for our sign manufacturing business but are not finding enough time for the learning required. Is there any pipedrive consultant in Alberta, Canada, we can engage to help set up Pipedrive for us? Any help is appreciated. Thank you
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How do I add a second company to pipedrive??
I am trying to find the option to add a second company to my pipedriveaccount but cant seem to find it. Is it a disabled option?
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How can I report revenue by country?
Hey, how can I track/report on my revenue as a % per country? It's a pretty basic request, but I'm stumped. Custom Fields is the only solution that comes to mind. But it seems silly that I'd have to upgrade my plan to run such a basic report. Is there another way? Thanks
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Shareable Dashboards
A shared board cannot be modified or copied to modify. Insist "or copied to modify". An own dashboard cannot be copied to configure other variables. Is it really so?
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CUSTOM FIELD PERMISSIONS
Hi there, Is there a way to customize permission set for a specific custom field? For instance, so as to use the deal screen as a process tool having a field where an administrator can acknowledge receipt from a sales rep of certain paperwork, or for instance 'payment received I need to be able to have my administrators…
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Currency converter when product added
Hi Team, for example I have a few products in USD. My default currency is € How to make proces like below when I’m creating deal: * I put Item Item 1 what is in USD. * system is change value in real time from USD to €. * item 1 is put in deal in € It is useful when I’m reseller of global prosucts. I have to show always…
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How are you entering notes into Pipedrive during a videoconference? Notes? Activity Notes? Images
How are you entering notes into Pipedrive during a videoconference? Notes? Activity Notes? Images show the options I've found on my own . . .the Notes fields are so small . . . any way to hide the sidebar and other stuff so that we can see a bigger Notes field? (the 3rd pic is an RTF file I'm actually using to take notes…
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Organize Email Templates Alphabetically?
I used to be able to sort/organize my email templates alphabetically in Pipedrive and now I can't. Does anyone have any suggestions? It's just getting a little messy back there with all of the email templates I have created. Thanks.
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Email Templates - System Fields (Deal)
Email Templates - Hi everyone, wondering if anyone has figured out how to add a Deal System Data Field "Status" into an email template. We have not been able to find this field (we have found others). We are on the Advanced Plan, perhaps that has something to do with it?
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Account Based Marketing & Sales
Looking for a partner who has successfully implemented ABM in Pipedrive. Reviewing the Tech Stack required to execute on activities and manage objectives for: * Sales Activities including Account Management, Call Plan Management, Opportunity Management, list creation and a few others. * Sale objectives for Management…
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Guys, wouldn't it be great to be able to allocate multiple emails to a deal at once??
Guys, wouldn't it be great to be able to allocate multiple emails to a deal at once??
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Account Based Marketing/Sales and Pipedrive
Hello - I wanted to know if anyone was incorporating Pipedrive into an ABM model? I would like to aggregate all of our marketing metrics into Pipedrive and I am curious if anyone else is trying to do the same.
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Required field at a deal stage but does not show in "add deal" page.
Hey PD Community, The more I learn about this CRM the more I fall deeply in love with Pipedrive. Bravo overall and I'm forever a fan! There is most likely a hand-to-face emoji during this but for now, I'm at a loss. Thank you all for your help ahead of time. We have changed many of our "deal fields" from "required" in a…
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Assignment of Leads to owner- can it be done automatically?
I am looking to integrate my lead generation directly into Pipedrive which is achievable. Is it possible to then distribute those leads to members of the sales team as they come in and if so how?
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How do I see who completed an activity or when an activity was created?
If an activity is marked completed, but it wasn't done, how can I see who marked the activity as completed, and, can I see the date/time an activity was created or marked completed and by which user?
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A major flaw on email management related to Deal that should not be reproduced for project managemen
in Pipedrive Mail, when one user (the main addressee) of an email link an email to a Deal, that link does not appear in the Inbox of another user that also received this email but in CC. I have turned Pipedrive into a Project manager and found many ways to use it efficiently as it (not as a sales tool for me) but couldn't…
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🎙️ Podcast recommendations and an exciting announcement!
https://pipedrive.hubs.vidyard.com/watch/W5Ey5wJoBogNutKEkzUu5i?muted=1?ref=community_post ❓ What podcasts do you listen to? What are your favorite episodes? Comment below or 🎉 add them to our official collaborative playlist on Spotify! 🎉 ➡️ Adding podcasts to our collaborative playlist is easy as 1-2-3. Anything to do…
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Card Scanner
What business card scanner works best with pipedrive?
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파이프드라이브 가이드: 파이프드라이브의 데이터 구조 이해하기 / 커스텀 데이터 필드 세팅 팁
파이프드라이브의 데이터 구조를 이해하면, 파이프드라이브에서 데이터를 세팅하실 때 좀더 정확하게 데이터 필드를 구성하고 데이터를 수집하실 수 있습니다. 이 포스팅에서는 파이프드라이브의 데이터 구조와, 각각의 데이터들이 어떻게 파이프드라이브 CRM 안에서 연결되는지를 알아보겠습니다. 1. 연락처 데이터 * '연락처' 데이터에는 '고객(=거래처 담당자)' 와 '조직(=거래처)' 가 있습니다. * '고객' 데이터는 담당자 개인에 대한 정보가 축적되는 곳입니다. * '조직' 데이터는 '고객사'에 대한 정보가 축적되는 곳입니다. 2. 리드 / 거래 데이터 * '리드'와 '거래' 는…
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Zapier Integration Duplicates Issue
Using Zapier to connect my Book like a Boss calendar to Pipedrive. Wanting to add leads when they schedule an exploratory call. Works good there - it creates a new person. However, all my clients schedule via my calendar so after the initial create of the person I am in an endless merge duplicates situation in Pipedrive.…
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Leads Inbox - Group Emails
Is anyone else hoping this function becomes a reality soon? We want to be able to contact new leads at various stages throughout the sales lifecyle, but there's currently no option to send group emails from the Leads section. I've asked Pipedrive several times about this for months, but so far nothing has happened... In…