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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.
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Organizing People in SaaS Sales process
Hi, we provide a SaaS solution either directly to the customer or using sales partners. Even if we sell using a sales partner, we are in direct contact with the using customer. In one extreme case, a single person at a customer is my direct contact in one project and indirect contact (via sales partner) in another project.…
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Goals for the whole team
I'm a bit surprised it's not possible to set up a monthly target for the team without having a Pro of Enterprise plan. Can this really be true? Its IMP is such basic functionality that it makes no sense to have it in all paid plans. Hopefully, it's possible to get the data by integrating it with another service. Or have I…
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User Support needed. Attach DEAL-files to Emails
Files can be uploaded to a DEAL. Then we want to email the contact and attach files that are ALREADY in the DEAL. But the "attach" button opens explorer to files on PC HARD DRIVE. HOW DO I ATTACH FILES THAT ARE ALREADY UPLOADED TO EMAIL If this feature is not yet implemented, please consider doing this Our previous…
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Multiple Deals = 1 Project
Does the current Beta functionality (or future planned functionality) allow you to link multiple deals into a single project? Example: You close multiple deals for one customer and execute them as a single project with combined tasks.
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Sync with Gmail deletes contacts in pipedrive and creates new copies of the contacts instead of merg
Hi, Recently Pipedrive got unsyncd from gmail and g suite and I had to do another "sync". The problem when this happened is that it created a duplicate of all my contacts in pipedrive and deleting the original contacts, making me loose more than 1.5k contact history from previous 2+ years. All my won deals are with deleted…
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Automatically creating a "Done" Activity after an email is created & sent
Hi can anyone tell me if there is a way to automatically record an activity as done once you have say created and sent and email. I would like to track how many emails I am writing without having to then go and created the activity and set it to done.
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Automatically assign tasks to a "User" type custom field
Hi Guys, am currently testing out Pipedrive as i'm looking for a feature and can't quite work out if it exists. I want to be able to create and automate a list of tasks that need to happen sequentially, in a specific order when a new deal is added, with each task being assigned to a person in our organisation. The twist is…
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Agents See other Agent Activities
Our agents with "regular user" accounts can see one another's Activities when they don't have the "Activity field of Assigned To is Current User" filter set. How can we prevent agents from seeing one another's Activities like we do for Contacts? Thanks!
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Group E-mail
Is there a way to send a group email, like quarterly, to 100 of my prospects wihtout upgrading to the Premier edition? I heard someone once mention ChimpMail?? Any insight would be appreciated.
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proposed time #emails #propose #times #googlemeet #scheduling #people #professionalis #activities #c
Hi there, Does anyone have a work around for proposing times via Pipedrive that allow for more participants than just the host and the person who signed up for that timeslot to be added automatically to the meeting? Currently having to manually add people after each scheduled meeting and it looks so unprofessional with the…
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How can I import "Related Organizations"?
We are just importing data to pipedrive to get the system ready and all "engines" running! Within 12.000 companies we have round about 100 organizations with parent or daughter organizations - some have multiple daughters. How can we import this information? I can't see an import field for "Related Organizations".
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Would users like to be able to filter tracking opens when group emailing and follow up with more det
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Prospector - Add the job title to the lead
It would be great if we were able to see the job titles of leads we add from prospector, and the company name too.. At the moment the job title is just dumped into a note which doesn't help anyone prioritise with batches of leads when using the leads screen. Can someone let me know if this might be added at some stage?…
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Help with a simple dashboard report
I want to make a dashboard where individuals could look able to look at this hypothetical report and be able to see clearly how much USD is in our pipeline. It would be basically two columns (weighted pipeline and non-weighted pipeline) with a Y axis in USD. Seems simple, but I am having problems brainstorming how to do it.
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Survey: Your input is needed in exchange for a small reward 😇
Hi Projects beta testers! I have emailed most of you as well and some of you have already filled in the survey! Thank you for that. For all others, it would be super helpful if in exchange for a small reward you could spend ~10 minutes filling in the following survey. The team and I are super keen on building a great…
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Curious, how is everyone using reoccurring activities?
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Quote Formatting Issue
Hi I have created a quote template and product list looks fine when its in word format but when I am saving the document to send to the client the alignment of list is changing. Please see attachment. Can anyone suggest what can be done to fix this?
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Is it possible to make name not required for a person? I often don't have this for the deals I'm cre
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Sales Tracking
Is there an add on that we can use that will take the sales information and track the deal. For instance: When the deal is finance approved, settled and commission paid. Sales Strategy + Sales commission + sales tracking
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Email Signature with image - receiver not seeing an image
Hi, I have updated my email signature in Pipedrive and it contains an image. I can nicely see it when drafting an email in Pipedrive. When I send it, the receiver is not able to see the image in the signature. The image used is jpeg, I tried gif too, but no help. Anyone can help?
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What happens to deals in a deleted stage?
I want to delete some stages from a pipeline. I don't have any active deals in those stages. But what will happen to the lost and won deals that were in those stages? Should I move them to a different stage before deleting the stages?
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Map Coordinates
It would be great to be able to have a searchable field for map coordinates in deals and leads. I contacted tech support and they said that this is not something that is currently offered.
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Map Distance
Is there a way to click on the address in the deal and know how far it is from our business without having to copy and past it into google maps?
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Lead Allocation Issue: HELP
Hi Guys I'm stuck on a lead allocation issue. I have jotforms that capture contact info and postcode/zipcode that sends to Pipedrive. In Pipedrive, I have 17 teams that are responsible for a territory. A territory is defined by set postcode/zipcodes (approx 200+ per territory). My issue is, how do I assign leads based on…
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Automation aren't working well
Hello guys, I use Pipedrive in Brazil and I'm having problems with some automation, the steps from automation are having delay. For example, there is one automation when it is WON, the automation has two steps, one send a massege for a channel in Slack and the other send an Email to the client. Both of step should happen…
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My current setup in Pipedrive just isn't working.
I think I need an overhaul but I don't know what a better setup looks like. I am the equivalent of a personal trainer. I'd love some thoughts and best practices. I've been researching other CRMs to see what makes sense for me and I think that PD is still the best solution for my business but need to streamline this so I am…
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Kanban view prototype testing 🚀
We found enough people, thanks! Hi all, We're currently in progress of creating the kanban view for projects and unfortunately some of the interviews we booked got cancelled. We're now looking for 2 more projects beta users to test our Kanban view prototype on. If you're interested please find a time via this link. (link…
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I would like to be able to format the numbers to be shown as 1.000.000 rather than 1000000. Otherwis
I would like to be able to format the numbers to be shown as 1.000.000 rather than 1000000. Otherwise it's very difficult to read. What do you think?