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Extra column/indication at the Email View
At the "Email Sync" Section we have chosen one Label. Emails with this label appeared correctly at the Email View. Can we have an extra column/indication at the Email View for that label. It will be very helpful to have a label indication for each email.
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Project and Deal
Hi Team, If while creating a project, we change the contact person, does this impact the 'existing contact' for the 'deal' as well? Today I was creating a test project and to avoid sending emails to actual customer, I was trying to choose a 'test contact' rather than 'original contact' (which was already attached to the…
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Is there a way to export all the activities/notes/emails of a deal?
We'd like to create complete dossiers per deal after completing one, saving it outside of PD. * All fields * What & when activities were done * What notes have been made * E-mail traffic * etc... Basically everything we've done to complete the deal should be possible to export as a whole. Somebody outside of our company…
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Pipedrive integration with google drive. Renaming folders, creating subfolders
Hi everyone! I have the following scenario that I would like to get: Sync Pipedrive with Google drive to download all files from pipe drive into subfolders for each deal. Pipedrive > "Deal Number" > "Deals Subfolders" Currently the integration renames the folders but to the organisations or contact person name, do you know…
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1 email chain in 2 deals
Hello, Is there a way that can link the same email to 2 deals? unfortunately one costumer has been sending information from 2 deals in 1 email chain.Thanks for your help :)
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Organizations table to CSV the way it was previously being done?
Hi, We have been exporting a CSV file from Pipedrive for around 4 years, but something has changed on Pipedrive which is preventing us from retrieving that CSV. Could someone tell me how I can make the new PipeDrive export with the Organizations table? Thanks,
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Reporting on Leads (not Deals)
Hi folks, Interested to know if I can report on 'Leads' or is it only 'deals' I can report on? keen to pull through number of total number leads vs wins, not just conversion of deals. Thanks Kevin
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Hi! I wonder - is there a possibility for bulk editing lead's custom fields or only for those listed
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Are electronic signatures legal? Everything you need to know
Are you keen to use eSignatures but not sure where to start? Our eSignatures guide will take you through what an eSignature is, what the benefits are and their legality in your location. If eSignatures are a good fit for you, you can send quotes, create templates and get notifications when your contract is signed with our…
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Pipedrive for Project management?
Hi, i would like to use pipedrive as a project management tool. Has anyone had experience in this or are there templates/tutorials available specifically for PM?
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Is there a way for us to enable visibility settings for campaigns?
Hi! I am wondering if there is a way for us to enable visibility settings for campaigns. This way each user only sees templates that apply to their visibility group or team and only view reports from campaigns their account sent not all users.
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Linking Custom Fields in Deals
I've added several custom fields to our deals. I'd like them to work the same way the "Referred By" field works - so when we type in the name, it creates a link from the deal to that individual. Right now they're just Text Fields. Any way to do this?
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Creating a separate pipeline for active leads?
Hi there, In our case, the actual sales process starts in the intro meeting with the new prospective customer - and that's the moment when we currently convert the lead to a deal. However, leads also undergo various stages before the intro meeting has been booked and delivered. As the lead inbox and lead management…
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What are your guidelines for modifying Probability % and Expected Close Date in Deals? Do your team
What are your guidelines for modifying Probability % and Expected Close Date in Deals? Do your team members modify these values arbitrarily as they see fit or do you have pre-defined rules and guidelines for doing so?
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Muistutus jos asiakkaaseen ei ole oltu yhteydessä
Myyjäkollegani kysyi, että onko mahdollista saada Pipessa listattua asiakkuuksia/kontakteja, joihin ei ole oltu yhteydessä esim. puoleen vuoteen tai jonain muuna määritettynä aikana? Kontaktien aikajanallahan saa näkymiin valitut aktiviteetit tietyltä aikaväliltä ja yhteydenottotiheyden voi valita valikosta. Jos tästä…
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Filtering Deal Participants
Hi All, is it possible to export contact details by filtering Deal Participants? Anticipating that this is not possible, does anyone have a workaround? Thanks, Thomas
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Which Invoicing software to use?
Hi from germany, I wanted to use Pipedrive together with Xero and Stripe. My problem is that I can switch the invoices to german language in Xero but the payment instructions for the credit card is only in english language. It seems that its possible to change that (as long as you aren´t a developer). Are there some people…
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Creating subcategories for the leads
Hello I want to ask you about categories (tags) that I made by myself to the leads It is possible to define it as "main category" - for example, "media" and then create a sub-category "diplomacy" or "energy" The question is how I can manage to define a "main" category by searching leads - "student", "CEO", "media" and then…
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Is it possible to combine Organizations and Persons criteria in the same filter??
I need to produce a filter, combining Organizations and Persons criteria. For example: - persons who are CFO in companies that are in Region G. Cannot fix this. Is it possible? Many thanks!!
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Geocoding
Hello, reading the features of PipeDrive, I see that street addresses are somehow geocoded with Google Maps. This is great. Are the Lat/Long exportable? What I ultimately need to do is filter and prioritize Leads based on the distance between them. I figured I would do this "offline" using another spatial mapping service…
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Is it better to put all products into one pipeline?
I have essentially what are two products. Currently I have each product's deals in its own pipeline. Recently I've been thinking to put all deals into one pipeline. Are there any pros and cons to one approach over the other? The deal steps are essentially identical. My reason for separate pipelines was originally so that I…
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Current Lifetime Value of Subscription based Deal
We recently started looking to use the subscription feature to track bot future and lifetime revenue of a deal. I am at a loss on how we can automatically get lifetime values of the deal to update each month the subscription is charged. Am I missing something simple here?
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what is the status of project management feature launch? do you have an available date yet?
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Move deals back to leads inbox.
HI - do you know if you can move deals from the pipeline back into the leads inbox? I have a bunch of leads that are really unqualified and I want them back in the inbox not in the pipeline. Thanks.
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How do I link a previously sent email (through Outlook - synced in Pipedrive) to a new deal?
Hi, I've sent an email through Outlook (Synced to Pipedrive) to a prospect. I've subsequently created a new deal for this prospect and am looking to link the previous email to the record. Possibly a beginner miss but can't find the right instructions anywhere. Any help is appreciated!
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Printing directly from pipedrive
Hello everyone! :) I am looking for a way to connect specific printer directly to pipedrive contact. The idea is, when we are sending regular mail, we could choose fields to print them on the envelope, or to print them on a label which we could paste on the envelope.
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Pipedrive Prospector
Hello, can you help me with the complement Prospector within Pipedrive? My question is that if I already have Leadbooster; can I only get 10 leads per month for free?
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Automation when a task is marked "done" when it is first created
Hi all, I am running into a few problems trying to implement automation for some aspects of our sales process and would appreciate some advice. When our sales reps first reach out to a prospect, they create an activity for the Initial Call and mark it as "done" for activity tracking purposes. I am trying to create an…
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Insights reports - real time or delayed?
Hi everyone, I've been building a deals dashboard in my own Pipedrive instance (to demonstrate to a client) and have noticed that the insights reports don't always contain up to date / real time data. Here's a quick summary of the issue I'm seeing: I create a 'Most recent won deals' report with the following filter…
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Contract management
Hey, Which Contract management app would you recommend from Pipedrive marketplace? :)