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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?
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How do I make the "System fields" available to be edited when creating a deal or a contact?
How do I make the "System fields" available to be edited when creating a deal or a contact?
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Tracking Leads (Reporting and Labels)
Hi, I love the Leads feature. However I would like to be able to 1) bring over the label tags and 2) report/filter by those labels in Insights. Would it be possible in the next iterations of the feature? Or Is there a way I can do it right now? How do you use the Leads feature? Thank you Mattia
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Planning on switching email providers in 2022? Here’s our quick guide...
Moving to a new email client can solve many problems for your business, like upgrading security and unifying tools in your tech stack. However, the larger and more complex your organization, the more components to consider in the move. Here are the key questions to ask before migrating your email: * Does your current…
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Prototype testing: add-on permission in permission set 🔍
Hello everyone, 👋 In order to deliver more value when it comes to project management, we are working on add-on permissions.🚀 We need volunteers to help us test the flows and prototype. If you are an admin and you have been using project management and want your voice to be heard then please book a time here. Thanks in…
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Multiple newsletter/subscribe lists...
We have multiple options for prospects/clients to subscribe to information. For example: - Newsletter A - Newsletter B - Products specific updates At the moment, Campaigns only has one option for subscribing/unsubscribing. (Essentially, it has a single marketing list). Do you plan to add features to accommodate multiple…
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When creating a new lead would it be beneficial to have a field for URL Link?
When creating a new lead would it be beneficial to have a field for URL Link?
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Product related custom field when adding product to a deal
Hi guys, I am considering Pipedrive for my media company but I don't think it can answer a specific need: I need to add a specific product to a deal but need to be able to set a parameter for that specific product when adding it. For example: I have a product called Full Page. When adding the Full page product to a deal I…
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Button to export with Pipedrive System ID after import.
Hello, Pipedrive change organizations name (sometimes delete parenthesis and word between them). So when I import a file and export after that those same organization, I cannot find them with a VLOOKUP, because some names change. It could be very helpfull if we could have a button export in the import review, we could win…
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When is the Pipedrive Email Marketing Tool Launching please? We are considering a move from our curr
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Mailigen going to be incorporated in Pipedrive or a separated app?
Is Mailigen going to be incorporated in Pipedrive or will live separately? When supposingly is going to have a first release, since the pandemic has gotten delayed for the initial time indicated in July?
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When Will MAILIGEN work seamlessly with Pipedrive? They own it right?
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Is there a way to prompt the Mailigen Syncbot to run? (lists not syncing) Or a work around for Multi
We are working on setting up our List and Segments in Mailigen, which requires toggling in between Pipedrive and Mailigen as I need to create custom fields in Pipedrive to drive the Segments. We emailed support last Friday about some other issues, and we still haven't heard back yet. (Is this normal? This is our first…
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erro in delete
when you delete an activity in https://sun4power.pipedrive.com/projects/1 it only disappears when you refresh the screen
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파이프드라이브 가이드: 커스텀 데이터 필드는 어떻게 추가하나요?
질문: 커스텀 데이터 필드는 어떻게 추가하며, 어떻게 사용할 수 있나요? 답변: 파이프드라이브 '데이터 필드' 설정에서 커스텀 필드를 추가 및 삭제하실 수 있습니다. 알아두면 좋은 내용: * 커스텀 필드에는 다양한 데이터 타입이 있습니다. * 모으고자 하는 데이터의 유형에 맞춰 필드 유형을 설정하시면 좀더 양질의 데이터를 모으실 수 있습니다! < 커스텀 필드 추가하기 > 파이프드라이브 '개인 환경 설정' -> '데이터 필드' 를 클릭합니다. (주의: '데이터 필드' 탭이 보이지 않을 경우, 관리자에게 권한을 요청해야 합니다) 데이터 필드 우측 상단의 '사용자 지정 필드…
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Emails going to SPAM
Hello, it's been some time since we used the Sales Documents feature due to emails going to spam. Could you please tell me it this has been fixed? Thank you
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Activities functionality and sharing capabilities limitations??
I was just informed by Pipedrive support that if I create a task in activities I cannot add someone in the organization to it - I can either assign it to them and to them alone or add them under "Add Guests" and to do that I need to create a user as a contact in the system. OK, very odd that multiple people cannot be on…
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Can I lock an assigned task to a member so they can't move the completion date?
If a task deadline can be changed how can the effectiveness of a member be measured.
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Custom fields for leads
I wonder if I will be able to add custom fields to the leads module from the same custom fields in the contacts or will they be separate? I don’t think there are custom fiends right now at all..
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Being able to see a Changelog Report
Hi We have a number of users who reallocate deals without being allowed to do so. At the moment other than looking inside a deal there is no way to see who is doing this. It would be great to be able to download a changelog report to see the culprits. thanks
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From Technical Account Manager to Project Manager 🚀
I recently transitioned from being a technical account manager at Pipedrive to a project manager in another company. Here you will find my advice for professionals that are thinking of making the same move: So, for starters, what do these job titles even mean? What’s “technical account management” and what’s a “customer…