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Merge fields in activities
Hi, Can you make it so that the calendar reminders contain the name or company name so that my calendar is not full of 10 entries that all say Call?
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Price Confirmation Feature Request
We have defined our products and their variations to the system with their prices. Is there a feature to send for manager approval if our sales team enters there less than the price given for the product?
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Conversion Lead to Deal
Hello, looking for some update to gain the possibility to measure the conversion Leads to Deals
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파이프드라이브 가이드: 파이프라인 뷰에서 거래는 어떻게 정렬되나요?
질문: 파이프라인 뷰에서 거래가 정렬되는 순서가 궁금합니다. 거래명에 따라 정렬되는게 아닌가요? 답변: 파이프라인 뷰에서 거래가 정렬되는 순서는 다음과 같습니다. * 활동: 거래와 연동된 활동의 상태에 따라 정렬되고 * 생성시간: 1번이 동일할 경우, 최신 거래가 위에 오도록 정렬됩니다. 먼저 1번 '활동' 조건에 대해 설명하겠습니다. 파이프드라이브에서 거래는 이와 연동된 '활동'을 중심으로 진행되므로, 각 거래에 대해 진행할 다음 활동이 핵심입니다. 그러므로 각 거래 옆에는 해당 거래와 연동된 활동이 어떻게 진행되는지 네가지 색상으로 구분합니다. * 빨간색 (경고):…
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Organizing Leads activity by most recent activity/edits.
RESOLVED!! --- Our sales team has a scheduled time for cold calling on Mondays mid-day. We typically record these calls and associated notes in a shared excel spreadsheet. This way we can review as a team in our Monday afternoon sales meeting. I would like to use Pipedrive's Leads module to do this instead, but there is no…
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Changing the won time.
Hello, Does anyone know if there is a possibility to change the "won" date after a deal has been marked as won and the won time has been assigned automatically? Thank you for your help. :-)
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Hiding message when custom field limit is exhausted but not exceeded
I you are using the maximum count of fields available in your plan, a warning message "Your company has exceeded the custom fields limit. View usage details or upgrade now." appears every time you sign in to Pipedrive. Even if you "x" the message it will appear again on next sign-in. This is pretty annoying. Please keep…
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Asking for Advice + Product Planning + Supply Chain
We load key long-lead products into deals. Now we need a report showing the total probability-weighted count of each key product bucketed into forecasted close month. How can we get this?
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INSIGHTS - REPORTING OF LEADS AND DEALS, and DASHBOARDS (PLEASE CLARIFY)
INSIGHTS REPORTING With the introduction of "leads" and "deals", we need to know how Pipedrive Insights dashboards and reports, and custom reports, will be consolidating all leads and deals in one? An Organisation and Sales Managers, need to make sure we have 1 combined view of all leads and deals, eg. number of…
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Activities for multiple employees
Currently, I cannot find a way, how to associate more than one employee of a company to an activity. I know that I can add as a guest anyone from the leads. I would like to add also my colleagues to collaborative activity events like group sales calls, etc. How do you suggest properly creating activities, so all on the…
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Leads Section & Folders
Hi Team, In the Lead Section/Inbox is there the ability to file leads into different folders? For Example: If I have 2 different leads sources one is called 'Leads from Website' and another is called 'Paid Lead Generation Leads' The idea for me is to isolate campaigns to see which data yields the best results on different…
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Prospect list builder with 2 way sync
Hey guys, Does anyone work with a great free or paid List builder tool for prospects? The goal I want to achieve it moving away from a gSheet into a more automated prospect list which syncs with Pipedrive contacts. Couple of features I'd love it to have: - Ability to quickly add prospect from LinkedIn into list and assign…
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Chatting with a support person instead of a chatbot
The chat-bot is just another few clicks to what you really want - to chat with support. I have NEVER seen the chat-bot being able to answer my question, always I have to wait for the bot to admit it cannot help me, and then it will forward to the real support. In theory it sounds great with a bot, but what you really want…
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Manual Lead - No Connecting Person and Organization?
I'm manually entering leads, and when I enter a person and organization, the person and organization aren't connected. Does anyone else wish there didn't have to be the redundant act of opening up the person and then assigning an organization (or vice versa). Or are there reasons that shouldn't be done? Thanks for your…
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파이프드라이브 가이드: 시스템 ID를 이용해 대량의 데이터 편집하기
질문: 대량의 데이터를 편집해야 하는데, Bulk Editing 이외에 다른 방법이 없을까요? 답변: 파이프드라이브의 시스템 ID를 통해 대량의 데이터를 손쉽게 편집할 수 있습니다. 활용 방법: * 파이프드라이브 시스템 ID란?* 파이프드라이브의 모든 데이터에는 각각의 고유한 ID가 존재합니다. * 데이터별 ID는 파이프드라이브 URL에서 확인하실 수 있습니다. * 거래 목록 보기에서도 파이프드라이브 시스템 ID를 확인하실 수 있습니다. * 시스템 ID를 가진 데이터* 거래 / 인명 / 조직 / 활동 / 상품 시스템 ID를 이용한 데이터 업데이트 프로세스 1. 업데이트할…
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Help with emailing prospects through the "contacts" page
Hi. Thanks for your help. I import prospects into Pipedrive and then email them through the contact email feature. Pipedrive only allows for 100 emails at a time and I often import more than 100 prospects at a time. What is the best work around for this situation? I'm still pretty new to Pipedrive and am not very tech…
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How to Export Cold Leads to a CSV file
I'd like to export cold leads prospects to a CSV file so I can import contacts in JustCall. Is that possible and how can I export it?
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Did anyone at Pipedrive every figure out how to add United States zip codes when you an address is p
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Custom Field issue
Hi I've set up a custom field, where the users can click "Yes" and "No". However it seems I cannot get rid of a "None" option, which for our data is not useful (as its either yes or no). Ain't it possible to remove that None option? I Expect it would be because many Contacts don't have this field filled, but it seems I'm…
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Custom Field issue
Hi I've set up a custom field, where the users can click "Yes" and "No". However it seems I cannot get rid of a "None" option, which for our data is not useful (as its either yes or no). Ain't it possible to remove that None option?
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Boa tarde! É possível inserir motivos de ganhos (para os negócios que forem dados como ganho)?
Boa tarde! É possível inserir motivos de ganhos (para os negócios que forem dados como ganho)?
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How to track notes where I have been tagged with @MyName
Pipeline is used by our Sales/BD team, contracts development team and finance teams. And then Management too. in a deal when someone wants other team member to do something, they add a note with @TeamMemberName. We have synced with outlook and we get am email when someone tags me in, I get an email. But it becomes…
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Sync with Google Sheet - 100 lines entries ?
I'm trying to synch google sheet with Pipedrive trhough the extension Synchwith. It works well, but I receive a maximum of 100 lines. Do you if it's linked to the trial period ? Thanks !
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Problem with date extract on API, D-1
Hello, when I extract the data via the API, I have a problem with all the dates, I am in France and when I extract the dates, they are all at D-1. Example a date in pipedrive at 14-02-22 when I extract it I have 13-02-22 . did you have this kind of problem? thank you
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Lead Import Template
Our team would like to utilize the Lead Import feature to bring in daily leads from an excel document. Is there are way to set up a template that will map the same information to specific field once they have been established in a Lead Import Template. I do not want my team to be required to map fields every time they run…
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When on mobile, when I click a pipedrive link in slack it takes me to pipedrive in the browser.
I want it to take me to the Android app instead. How do I make this happen?
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Schnittstelle zu LinkedIn Sales Navigator / (LinkMatch)
Hallo zusammen, das Tool LinkMatch bietet die Möglichkeit, dass man Kontakte aus LinkedIn nach PD exportieren kann. Leider hat PD immer noch keine Schnittstelle zum direkten Import von LinkedIn Kontakte in das neue Feature LEAD. Gerade wenn man mit LinkedIn Sales Navigator Lead listen arbeitet wäre sehr wünschenswert, hier…
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Xero Integration
Hi, Users thoughts on integrating Xero into Pipedrive, we are looking at trying to use the one system now and integrating as many other systems into one so we have to spend less time transferring from one to another. There have been several reviews online we have read that to be fair have given me a lot to think about in…
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Attach documents when deal is won
Hi! When a deal is won we send an email directly to our accounting department with the signed offer attached. Now I want to automate this task. I tried a workflow but I can´t attach documents into the automated mail :-( is this even possible? Maybe a workaround? Thanks!
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Organize uploaded files
Is there a way to organize or name files that are uploaded to a deal. we upload a lot of files to each deal and it is a mess searching for each file. Folders would be nice.