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Welcome on board!
Un benvenuto a tutti i nuovi membri della community italiana di Pipedrive! Se avete dubbi, curiosità o suggerimenti, fatevi avanti: siamo qui per questo ;-)
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Projects beta: Biggest update yet! 🚀🚀
In case you missed my email from last week 😇 Last week we released our biggest update yet in the projects beta area. >> Watch this ~9min demo video which includes the latest updates << What did we release since the last time I wrote to you? - Projects now have pipelines and stages - You can create multiple pipelines,…
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Pre-scheduling email campaigns
Hi, is this functionality available? I can only see a SEND button which does not have any further functionality to selected date, time zone, time when I would like to send campaigns out? #askingforadvice #Pipedrivecampaigns
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SMS
Hello, I'm just wondering if anyone is Australia is using / sending SMS messages from withing Pipedrive, and if so, what provider they are using. Thank you.
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Where is the best place to find VA's for lead management and outbound for pipedrive?
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Cleaning Imported Data
We recently moved to Pipedrive from another CRM. We imported our historical data and are wanting to clean it up or otherwise filter the "older" data so as to get our more current reporting accurate. For example, all of the Deals were created on the date of import, and thus the Deal Duration is miscalculating. Is there a…
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Import related organization and mass edit
Hello there, The option "related organization" with "related", "parent" and "subsidiary" is a realy good idea. But it could be even better if we could mass edit them and/or import them like customs fields.
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Bounced Emails
I've been using the Campaigns feature in Pipedrive for a few weeks now and it seems to be working well. One thing I was wondering about was, for contacts in my database that come back with a "Hard Bounce" status on an email that I send out, if I go into that contact and update their email address so that it is correct,…
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Overdue activities
hi - im looking to generate a report on overdue activities by user - i can run this manually, but want a live report to show in MS Teams. Is there a way this can be done ? thanks in advnance James
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Has anyone set a customer dashboard in Pipedrive?
Hi, I manage several client accounts and we can often have multiple deals in different pipeline stages. Some clients might have over 10 deals with with hundreds of products in each deal. I want to be able to set up a dashboard by Customer where I can see the following in one view rather than keep scrolling down the page…
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Let my contacts opt out
Hi Guys, I'm wondering how I can let my contacts opt-out or unsubscribe themselves. I would like to give them the opportunity to opt-out for our newsletters and further communications. Anyone can help me with that?
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Activity type tracking
Is there an easy way to track what kind of activities are done by a Deal/ Organization and how long they take? Eg. to get information like: this month phone calls took 30 min, meetings 3 hours and emails 2 hours?
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Solved - Recurring Activities in PipeDrive
So go to EXCEL and type in the following headings on line 1: Activity Subject (in the cells below put the title of the activity - just drag down to repeat it down all the cells) Activity Type (in the cells below put "Task" - just drag it down to repeat this word in all the cells) Activity Note (in the cells below add the…
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파이프드라이브 가이드: 거래 성사 시간을 변경하고 싶어요.
질문: 거래 성사 버튼을 누르면 '성공 시간'이 현재 시간으로 자동 입력되는데 다른 날짜로 수정가능한가요? 답변: 가능합니다. 첨부한 동영상 참고하세요.
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Pipedrive - Outlook Contact Sync Issue
Does anyone else have issues with Pipedrive staying in sync with Microsoft Outlook Contacts, via 2-way sync? I've tried to work with Pipedrive on this multiple times and yet the issues persist and I have to resync my entire contact list. Is anyone aware of other options that might work?
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What is the best phone solution?
Hi guys, Right now, I linked Cloudtalk to Pipedrive and everything works fine. An important KPI on which we direct our sales representatives is the number of customer contacts they have. But... Problem: the integration between Cloudtalk and Pipedrive is build in such a way that every call made (including voicemail) is…
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Boa Tarde Pessoal, alguma empresa gerenciar multiplos produtos no pipedrive onde cada produto tem di
Boa Tarde Pessoal, alguma empresa gerenciar multiplos produtos no pipedrive onde cada produto tem diferentes tipos de precificação e estaria disposto a fazer uma breve reunião de benchmarking? / Good afternoon everyone, is there any company that manages multiple products on the pipedrive where each product has different…
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Deal Detail Reports showing deals that don't match the filters
I have a filter set up that pulls a list of all deals that entered a particular stage for a particular time period e.g. Date of entering stage > Lead Triage > is > This Quarter. The report pulls deals that have never been in that stage, it was created with a different stage. Does any one know why? Also, does this mean when…
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Campaigns emails not displaying responsively in Android's Gmail app?
On my Pixel 4 running Android 12, Gmail displays a scaled down version of the desktop email, which means the text is really small. This was an issue with Mailigen emails as well. According to colleagues, the email is responsive on iOS devices, although I'm not sure if that was Apple Mail or Gmail.
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Email campaign
I would like to be able to send a bulk email to all participants on a selected number of deals. How do I get all participants to show up on the people screen
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Leads through to Deal tracking
Hi folks, When a lead comes through I label them with the nature of enquiry, however, when it becomes qualified and moves to a deal, these labels are lost which really isn't ideal because I can't track the nature of enquiry through to conversion. Is there a way of the lead labels carrying through to info on the deal? I…
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Calendar Sync NOT working
My company cannot get the calendar sync to work. We use exchange and Pipedrive is not allowing us to sign into the exchange account when prompted too. Has anyone found a solution? This has been going on too long is very frustrating.
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Insights on Contacts and Organizations Added
Hi! I would like to know how to get a report on total contacts and total organizations added each week in my dashboard. They don't have to be related (IE: how many contacts are within each org) I just need a "total added" view. Can you please help me undertand how to do this?
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Is anyone trialling the marketing email campaign functionality? Have you found out how to run a das
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Unsuscription of email campaigns
Hi, it´s possible to add a botton in the mail where people who receive our mails can unsuscribe of this ones and then trigger a "lead lost" for this lead? I think that this is an efficient way to not bother leads with mails and also just have those leads that want to be with us.
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Phone Recommendation Needed!
I am looking at using Salesmsg for texting and aircall for phones, as we text a lot of videos & attachments! Has anyone tried this and went with an all one that can share some insights?
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User type conversation
Hey Everyone, I just got added to the projects beta, and am trying to move the projects I'm personally managing into pipedrive. One thing I wanted to bring up that's a bit complicated is users and user types for projects. I feel there needs to be more than just one type of user for projects which would be on different…
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Project Management is not (only/always) an after sales tool !!
Hello there, Things look really good BUT for my company, a Project is not a follow-up of a Deal but the land were the deals can/will grow and be generated so : * A project should be able to be linked to whatever numbers of deals: the project is the core of the system. One project will “generate” a large number of…
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Activity Plans
Are we able to create activity plans which in turn creates a series of activities that need to be completed by certain dates and specific team members?
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Using first name and last name from name field
Hi I use a typeform to ask for first name on one question and last name on the next question, then import into pipedrive's first and last name fields via zapier. Ideally I'd like to ask for the person's full name in one question, not two, but still be able to use just the first name for sending emails from pipedrive (Hi…