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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
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SIGNUP CLOSED: Sign up for the closed BETA of Project management 🚀
EDIT - Signup is closed thank you so much! Hi Pipedrivers! ❤️ Currently some of you hack the sales pipelines or use a 3rd party tool for after-sales project delivery leading to broken reports, out of sync data and more mess. With the Project management in Pipedrive we aim to fix those broken workarounds with a native…
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(ASK) @ Report : Deal duration based on deal created and Won time
Is it possible to generate a report for the "Deal DURATION" to be based on the "deal created" field and the "close" or "won time" instead of the number of days by deal stages ?
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How to recover Hotmail forgotten password ?
Hotmail is used by Millions of people from all over the world .If you forgot Hotmail password Don't worry I am here now .I will help you recover your Hotmail account password .I will explain how to recover Hotmail account. If you have any other issue related to Hotmail you can also contact Hotmail customer service.
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Reconfiguring Live PD - Best Practice - sandbox? test environment?
About to embark on serious reconfiguration of an existing PD instance - permissions / team members / auto workflows etc. I've typically done this on the live site, but I'm concerned with this project the changes will interfere with the client's ongoing business. Any suggestions?
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Boa tarde pessoal, alguém pode me informar se quando arrasto a etiqueta de um cliente (ex:) do prime
Boa tarde pessoal, alguém pode me informar se quando arrasto a etiqueta de um cliente (ex:) do primeiro estágio do funil (Novos leads) diretamente para o terceiro estágio (V1), o pipe contabiliza que passou pelo segundo estágio?(primeiro con..) Ou preciso arrastar para o estágio dois e depois para o três para ele…
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Looking for larger 6+ unit multi-family properties in the Northeast United States specifically MA, N
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Is it possible to duplicate the Pipedrive my company has created?
Does anyone know if it is possible to simply duplicate Pipedrive with all the automations, stages and everything?
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importing the incoming leads automatically to leads inbox
Hi. I really appreciate somebody being able to help me with this: My leads are coming to my email address sync with my pipedrive account. (The example I received any leads from LEADS@LEADS.COM that contains the lead information such as Email, contact person) Is it possible for pipdrive without any help from any third party…
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prospecteur
Il serait bien que les données extraites du Prospecteur, ex : région, titre soient exploitable en vue liste
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Archiving your projects is LIVE and what else is coming up? 🥳
The first step to organizing your projects better is live. Archive your projects after you've completed them. We're working on many small improvements continuously but some of the bigger next steps we'll be working on are: * Letting you create a process with stages your projects should go through. * Setting a status for…
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And the Project Management tool will be ready for which month of 2021 or 2022?
And the Project Management tool will be ready for which month of 2021 or 2022?
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Contacts by Industry
Is there an add-in where I can have a drop down for each prospect/lead that I can categorize them by industry? ( similar to NAICS) I have a custom field for it that right now I am manually updating. I guess I could do a drop down myself - but was wondering if there was one already built so that I don't do work that was…
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How to filter TEXT Custom Fields in INSIGHT REPORTS. When will this be available?
How to filter TEXT Custom Fields in INSIGHT REPORTS. When will this be available? When can we expect this to work?
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Using Projects (BETA) in Pipedrive
Hello, could somene show me a scenario of using projects in Pipedrive? I think I dont get it somehow, what are they good for... I have already read Project management (BETA) - Knowledge Base (pipedrive.com) Thank you in advance.
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Does anyone have a sales upsell email template that you can share?#sales #upsell #template #marketin
Does anyone have a sales upsell email template that you can share?#sales #upsell #template #marketing #strategy
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Webhooks - different data types on json payload
I'm building a service which receives webhooks from pipedrive for update events on deals. The json payload that is sent to the registered webhook sometimes contains strings and sometimes integer fields for the company_id and deal_id fields. Below is an extract where these fields are integers: { "v": 1, "matches_filters": {…
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Email Tracking
How does Email Tracking work? Does it only register if the email was opened in another window? For instance, I can see through link tracking that 10 people have clicked on the link in my email but apparently nobody has opened it? What does that mean?
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Is there a way to be alerted when someone opens a tracked email?
I see that I can filter my messages by email tracking, and I get passive notifications that includes opens every now and then through the sales assistant, but I am looking for more of a real time alert.
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Dúvidas ao arrastar as etiquetas de cliente (gerenciamento de dados)
Boa tarde pessoal, alguém pode me informar se quando arrasto a etiqueta de um cliente do primeiro estágio do funil diretamente para o terceiro estágio, o pipe contabiliza que passou pelo segundo estágio? Ou preciso ir para o estágio dois e depois para passar para o terceiro para ser contabilizado o segundo estágio?
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Task management
I am wondering if there is a solution that anyone adapted to manage tasks that fall outside the "sales" process. In every business there are things that need to be done and tracked. Hoping not to use another package and do things separately. I know this isn't the exact tool but hoping there are next-best-thing solutions.…
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Asking for advice - Is there a way of storing more customer information without overpopulating the s
Looking for a way of storing more customer information as we require too many fields for the side panel (70 inputs), is anybody using a third party plugin or know a way of only showing sections in the side panel when at a relevant stage?
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ACTIVITY REMINDER - ALARM EXTENSION
Looking for a plug-in or extension for chrome that will read the "activities" set for specific times and create a pop-up window alarm with a hot link to the contact....anyone else tried to build or found something like this yet?
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Do you know how many of your CRM fields are properly filled in?
Do you know how many of your CRM fields are properly filled in? Which type is less populated? Well it's now, for free, in 1 minute, you can find out in detail. For those using HubSpot or the Almighty Unicorn Pipedrive. Developed and made available by my friends at hubkn https://crmscore.hubkn.com
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Proposal template for two product groups - advice needed
Hi, I need to make proposal template which will have this structure: Intro Table with product lines related to e.g. materials [Product name (product name)] [Product unit price (product unit_prices)] [Product quantity (product quantity)] [Product amount (product amount)] Some additional general descriptions And second table…
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List of Report/Chart Ideas for Pipedrive Insights
Hi everyone! I am pre-selling a list of chart/report ideas for Pipedrive Insights. I have curated this list from the point of view of sales leadership, sales management, and individual salespeople. The final digital product will also contain screenshots of how to configure these and what it would look like, with a summary…
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Does anyone track events rather than individual ticket sales?
We are keen to track events we are hosting but each ticket is so mall it is not worth creating individual deals for in the pipeline. However, if we could move an event through and ticketed folk are 'attached' that would be ideal!
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Share your 2021 sales and marketing experiences and 2022 expectations until December 20th 🚀
We want to hear from you: share your experiences in the sales and marketing industry in 2021 and your expectations for 2022 by taking our 10-minute State Of Sales and Marketing Survey! Answers are anonymous, confidential and not tracked. We’ll create in-depth reports in various languages and share them with you. Deadline:…
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Automation of the workflow by organisational filter with emailing
I would like to create an email automation based on an organisation level filter such as "country" or "industry". Knowing that the email is a template created on Pipedrive for a dedicated industry. The organisations are already existing companies that are passive, I would like all contacts in the organisation to be…