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massimiliano Ferranti
Can I configure multiple Email accounts?
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Creating a set of activities all at once for a single DEAL (follow-up cadence)
We follow up on deals at predetermined times - e.g., 1, 3, 5, 7 days. I don't see an option other than adding a single activity at a time. How do others deal with scheduling several follow ups on a deal all at once, with the same sequence? (I'm thinking we'd prefer "attaching" the follow up sequence to a deal over a person…
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Can you migrate / import a set of activities to a single DEAL all at once (as in reminders to follow
We often do a certain # of follow ups when someone inquires about our services. Would these migrate / import for whatever dates we have set for the future? If importing via spreadsheet, would I need the Deal ID, and then Activity 1, Activity 2, Activity 3, etc. columns? Thank you.
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🏆🇳🇱 Success Story: How Pipedrive’s LeadBooster boosted SurfaWhile’s entire lead strategy
https://pipedrive.hubs.vidyard.com/watch/dCs1QTSNBQiRwypNp7eZ5K?ref=community_post⚙️ Click the cogwheel for subtitles in English, German, French, Spanish, and Portuguese. No matter the size and focus of your business, Pipedrive and its add-ons help drive more sales your way. Take, for example, Surfing travel agency…
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Is it possible to convert a batch of leads to deals
Dear all, I have imported a large list of leads. I now would like to convert these leads to to deals. Obviously I can do this one by one but I am looking for a smart way in which I can select all my leads and then convert them into deals... Any suggestions on how I can do this? Kr, Marc
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What is the best way for us to implement this so we can view reports? Need to track a few important
Hello, We are switching over to Pipedrive from Copper and want to see what is the best way for us to setup the system for the following. We are a small business focused on generator sales and service. We sell to homeowners, builders, contractors, and we also export. The following is what I want to track * The amount of…
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Schriftart eMail-Felder
Welche Schriftart haben die einzufügenden eMail-Felder? Kann ich diese verändern und wenn ja, wo? Wenn nein, wie kann ich den eMail-Text darauf abstimmen? Danke für eure Rückmeldungen. Achim
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Add time (Hours) to a Deal
Hi there, I know you can add revenue to a Deal and this is reported in Insights - which is amazing and simple. But is there a way to add time (hours) to a Deal to go through a particular pipeline? My business has a maximum capacity on the number of clients it can service to ensure that there is time to meet their service…
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Moving a custom field from one data entity to another (organisation to deal)
Hi, I'd like to move one custom field that now is tied to the organisation data entity to the deal entity. Is it possible to do it in some automatic or semi-automatic way? thanks!
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It could be helpful for Admin to edit Name of users, to have consistency in name. For exemple for pe
It could be helpful for Admin to edit Name of users, to have consistency in name. For exemple for people who don't use Uppercase and are in the bottom of alphabetical list
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Compulsory Fields when winning a deal
Hi All, Is there a way that you can add compulsory fields to be completed before winning a deal on Pipedrive? We are struggling with our sales team to complete certain fields and we sync these contacts to our Mailchimp audiences for marketing and notification emails, and need to ensure that for instance: contact info Email…
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How can I set up my Pipedrive Form to send the leads into my CRM? I have created my form to make peo
How can I set up my Pipedrive Form to send the leads into my CRM? I have created my form to make people go to my CRM, but they are't going and I can only find the poeple who answered if I search for their names. And I can only see them in the Leads Inbox. How can I make them appear in my CRM as business oportunities?
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Concerning pipe drive activity status change in second account
Hello we are using pipe drive on two accounts for me and my father, on my account when I change my activity from done or make date up to next week it changes from red to grey or green instantly where in my father account it does not change so and he have to refresh each case separately to see change in activity, basically…
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Segmentation by industry
Is there a way of segmenting data into industries in a quick efficient way within PD ? Thx!
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Subscription-ominaisuuden hyödyntäminen
Moi, Tunteeko kukaan osaavaa PD konsulttia (FI/EN), jonka kanssa sparraila siitä, kuinka hyödyntää recurring revenue (subscription revenue) ominaisuutta omassa ympäristössä (oma softa, jossa lisenssienhallinta ja Netvisor tulossa). Mahdollisuus pieneen konsultointitoimeksiantoon. tero.kulha@seppo.io
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Email broadcasts: How can you make them effective?
Here are 9 things to keep in mind to create an effective email strategy (click here for an in-depth guide to email broadcasts as well as 9 examples to draw inspiration from). 1. Build an organic email list You should only send your email broadcast to those who have opted-in. This way, you’ll target those who are interested…
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Problem with automatic field mapping for excel data imports
Hey there, I regularly have to update deal information or create new deals via an excel spreadsheet and the data import function. When I start the upload wizard, Pipedrive automatically maps most of the fields to the correct pipedrive data field. However, I struggle to get Pipedrive to map the "Pipedrive System ID (Deal)"…
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white label web form
hello. I'm paying for the web form in the Pipedrive lead booster. I would like to remove the "powered by Pipedrive" at the bottom of the form. Can anyone help? I found a posting on how to remove it from the webchat but can't seem to find it for the web form. If I can't remove it this would def be a deal-breaker for me as…
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Use more than once filters in insight
In the insight, when we use a filter (like "Organization" "is not" "..."), we cannot use an other time this same filter ("organization" "is not" if we don't want 2 organizations) Or an other case, I wanted to track "Offers" and when they move from one step to one other. I want to use and report all offers which "Step…
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tagging multiple users in Pipedrive comments at once
It would be great to have the option to set up "departments" vs having to tag each individual user. Ex tag @Sales vs having to individually tag each sales member's name. It would save a lot of time and keep comments compact in Pipedrive deals.
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How to delete all emails
Hello, I have unsynced my mailbox and would like to delete all 4000 or so emails in my Pipedrive account and sync with a different mailbox. Is there a way to select all? I currently only see a way to select 50 at a time ("select all") and to keep scrolling down, but that will take forever. Much appreciated. Martin
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Mass email delete / or with a specific reference in the email
Hi community, Is there any way to delete all attached emails in pipedrive or even better to delete the emails with a specific wording in the email? I have very old school emails in my pipedrive and I want to share now my account with colleagues. many thanks S
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Como posso monitorar os dados de um deal que precisa passar por 2 pipelines diferentes? Um de pré-ve
Como posso monitorar os dados de um deal que precisa passar por 2 pipelines diferentes? Um de pré-vendas e ao sair do processo entrar no pipeline de vendas. Não faz sentido o deal não conter registro do seu ciclo completo. Alguém pode ajudar com isso?
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Boa Tarde Pessoal! Quando o negocio é colocado como perdido por um executivo comercial e depois outr
Boa Tarde Pessoal! Quando o negocio é colocado como perdido por um executivo comercial e depois outro executivo solicita a conta...qual a pratica correta? transfiro o negocio perdido também ou apenas a Organização?
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Create a lead scoring in Pipedrive
How to detect the hot leads on Pipedrive? We just finished to create a lead scoring in Pipedrive with all the actions from lemlist. We can add points if the lead opens replies or click on an email and also open, reply or click on a message on Linkedin. Do you have a lead scoring on Pipedrive?
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HOW TO SET REMINDERS
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Prospect Management & CRM
What is the best practice for prospecting cold email outreach and managing those leads? For example, should I keep the bulk of the leads in email tools like Mailshake, Mailrush, Apollo, etc., until they trigger an event, i.e., schedule a call and then send them into the Pipedrive CRM?... or start by importing all…
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Google calendar and Pipedrive Calendar view
Hi! Any tip or trick for having a nice configuration setup with Google Calendar and Pipedrive calendar view? I would like that Pipedrive allowed us to synched meetings from google calendar as blocks, without having a to-do activity linked to it. Anyone else having this issue? Thanks!!
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CLOSED FOR SIGNUP: Prototype testing 🚀 Project stages, status and activity grouping
Edit: We've found enough testers, thanks all! Hey Pipedrivers! ❤️ We'd like to share our prototype with you and have a 30-minute Zoom conversation about it. In case you are interested then book some time here (Edit: link disabled and the signup is closed). We're looking for 5-7 people so as soon as we have enough calls…
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Duplicate Contacts - Pipedrive should check all email fields, not just primary email
Currently, the way Pipedrive checks for duplicate contacts is the primary email, but this misses duplicate contacts where there is more than one email and the business email may not be in the primary email field. To fix this I would suggest Pipedrive checks ALL email fields for duplicates, not just the primary email field