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Erfarenhet från prospektering
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How do I move clients to another pipeline? Why when I select "won" does the deal disappear from the
How do I move clients to another pipeline? Why when I select "won" does the deal disappear from the current pipeline?
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When should your sales team branch out into business development?
If your business is still new, or a startup, a few key team members may be entirely responsible for both sales and business development: * Researching and understanding their company’s target market * Finding and connecting with potential buyers * Selling their products and services As your business grows, however, your…
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Durchschnittlichen Umsatz pro Kunden anzeigen lassen
Hallo zusammen, wie kann ich mir selber bei den Einblicken in Pipedrive einen Bericht erstellen lassen, wie viel Umsatz ein Kunde durchschnittlich pro Monat, Quartal oder Jahr macht?
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Link a note to deal after it has been created on org level?
Is there any way to link an existing note that had originally been created on organisation level to a deal other than copy / paste the content into a new note? thanks!
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View won deals by product category
Am I missing something/could somebody help me with the following please... I want to see how many of a certain product category we have sold in the last year, 2 years etc. I see a report in Insights where I can view how many of each individual product we have sold, but cannot see a way to segment by category (i.e. all the…
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Would you like to be able to add incoming mails to PD projects?
Would you like to be able to add incoming mails to PD projects?
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Bug?
Hallo ik zie in de dealoverzichten per kwartaal geen optelling van q1 meer de bovenste regel is incompleet, pe maand geen probleem, zie afbeelding. Is dit een bug?
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can you please stop with that annoying message at the top of the screen about used fields and upgrad
can you please stop with that annoying message at the top of the screen about used fields and upgrade options. We are a paying customer and we decide when we want to upgrade.
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Pipeline approach
Hej på Er, Hoppas kunna få lite smart vägledning och tips av lite Pipedrive rävar här inne. Kommer själv från Hubspot världen närmast men ska nu sätta upp en Pipedrive struktur för ett bolag och klurar på det här med prospektering och dealpipelines. I Hubspot gjorde vi så att vi satte upp en Pipeline som hanterade…
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Getting an error message
Good morning everyone. @Mike van der Valk , I am getting an error message when I try to access one of my projects. This happened after I added a new custom field to test. It seems like I can accsess the other projects just fine. The difference is that I have som tasks on the project I can't access. See video:…
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Scheduled Payments revenue report in Insight not showing up all deals with Payment schedule
Hello, Last year I have been using payment schedules in my deals and I could use the report without nay issues. This year I do the same but not all deals with scheduled payment in 2022 are showing up in the report. I have tried to find why looking at all criteria and filters for the report but I can't find the source of…
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Bug: Notes added on iPad app don’t post.
I haven’t tried on the iPhone but can confirm that this has been happening on the iPad for weeks. If I get mentioned on a note, and I respond by adding a note on the iPad app, the note doesn’t end up getting posted. It just disappears after a while.
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can you add more options for type of phone number? like main office, direct, etc/
can you add more options for type of phone number? like main office, direct, etc/
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Adding date of birth or DOB in the leads as info field, and in contacts by default. I buy leads and
Adding date of birth or DOB in the leads as info field, and in contacts by default. I buy leads and need that info to come through API. Seems basic name, address, email, phone, and DOB right?
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I'm curious - what does your follow up sequence look like? What is something that you do that is out
For me - I've had a lot of success incorporating direct mail into our prospecting activities. We send a series of cards which has been getting people to respond!
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Logging a Direct Mail Campaign (Snail Mail)
After spending a great deal more time on my initial request I suppose what I really need to find is a way to add a single activity to 700+ contacts. Is there a way to select a group of contacts and link an activity to them all at once?
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multiple countries, local PD
What can we do as compagny if we want to use Pipedrive for multiple countries? Each pipedrive should local managed.
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how many activities for a winning offer
I would like to edit reports: how many activities to win an offer. But it is not possible now.
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Pipedrive API for reporting
Greetings everyone :) We want to use data from Pipedrive for our internal dashboard. Unfortunately we ran into an issue and I really really hope it is our own fault... We want to extract the following data: * Deals + according products * Organizations + according products But we cannot figure out how to do that. We can…
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iPhone app crashes
I'm new to pipedrive and I'm testing the product to see if It's what my company needs. So far It looks great, but I installed the iOS app on my iPhone and It instantly crashes; It just shows the splasher and closes right away. Does anyone have the same issue? How often is the app down, and how long does it usually take for…
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Accurate Insights for Retail/Wholesale but Avoiding Many Deals per Client
Hello Pipedrive Community, Within our wholesale business, we may win say 3-7 deals per year per client. As you can imagine, the deals that have been won (or lost), start to add up and really make Pipedrive quite congested. For example: if you create an activity for a client and search for their name, all of the old deals…
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What's your most successful method of lead generation?
What's your most successful method of lead generation?
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Multiple users same appointment
Dear Pipedrive users, I'm trying to list my colleague in Pipedrive as a co-owner or as a guest for an appointment with a customer. Now I can only list myself or him as the owner of the activity. It's my client and my deal, but I do want the appointment to be on both of us's calendars from Pipedrive. is there any way to get…
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51% of sales professionals struggle to find leads: Here’s how you can be more effective at lead gene
According to our State of Sales Report 2020-2021, 51% of sales professionals are struggling with lead generation. This is despite the fact that many have said prospecting is their second most time-consuming activity. This is potentially a big concern for sales managers, as wasted time and resources lead to: * Inefficiency…
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Are you already using Pipedrive Projects for all of your project management? 🧐
Update: We've found some so the link is inactive again, thank you! Hi awesome Beta testers! First of all, thank you so much for all the feedback. 2022 will be a great year for projects and keep an eye on this channel for the latest updates! 🚀 Secondly. I'm looking for a user/team that has already fully migrated their…
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Filtrera på orgnr och uppdatera label
Hallå alla! Jag har en pipedrive-databas på ca 5000 st organisationer (samtliga med ett unikt orgnr). Jag vill filtrera dessa med en excel-lista innhållande 300 orgnr och där det matchar mot databasen vill jag uppdatera label för just dessa organisationer i pipedrive. I det fall det är möjligt så vill jag se vilka…
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Looking for a phone solution
I am switching from Keap to Pipedrive and I'm curious what phone solution that integrates well you're using?
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Accurate Insights for Retail/Wholesale but Avoiding Many Deals per Client
Hello Pipedrive Community, Within our wholesale business, we may win say 3-7 deals per year per client. As you can imagine, the deals that have been won (or lost), start to add up and really make Pipedrive quite congested. For example: if you create an activity for a client and search for their name, all of the old deals…
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Hide tags in smart docs word when emty
Hi, Seem when create Smart doc from templet in word, if tag is emty still tag is shown in document. How do i hide it, so it dont get tag name in doc i send / pdf?