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Bonjour, Comment faire pour importer les organisations apparentées ? J'ai tout importé impeccable ma
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Non-profit/fundraising DRM advice
We are a non-profit looking into using Pipeline for tracking donors/donations/fundraising events. Are there any other nonprofit professionals out there using Pipeline for this purpose, i.e. as a DRM as opposed to a CRM? Would love to know how it's working out for your organization and hear any advice you may have. Thanks!
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Error when converting DEAL to LEAD
When trying to either do it one at a time, or a group, I get an error telling me that the Deal could not be converted, and to contact customer support. Is there a way to fix this issue? I have almost 200 Deals that need to be converted.
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How to download pipeline with custom fields, which allows me to filter the piepline based on certain
How to download pipeline with custom fields, which allows me to filter the piepline based on certain custom field ?
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Eloqua integration
Hi, did anyone in the pipedrive community ever try or succeed integrating Oracle Eloqua into Pipdrive, i.e. moving qualified leads from Eloqua into PD? Thanks for any advice on this!
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Contacts moving
Hi folks, is there a simple and quick way to move a contact from one office to another of the same company? Thanks
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How to use Pipedrive to maintain relationship with existing clients who don't have an active lead/de
Hello - We have just started our license with Pipedrive. We get a lot of our new deals from our regular/existing clients. Lead and Deal modules help us manage a new business enquiry from a new or an existing client. But how do we maintain and manage relationship with existing clients who don't have an active lead or deal.…
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Organisations Report?
Hello, I'm using PipeDrive Pro. I want to create the following report: I've contacted 92 companies in 01/21. I have a first Multiple Choice custom field for Organisations called "Campaign". All 92 companies phoned in 01/21 have the value "01/21" in their "Campaign" field. I have a second Multiple Choice custom field for…
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Need to centre my webform
I have a webform on my website but it's not centred how can I bring it to the centre? https://www.akivaprojects.com/contactus
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Is it possible to set a default activity type & default activity name?
Hi Pipedrivers, Whenever I mark a Task as "Done", Pipedrive prompts me to schedule the next one, which is great. However, it leaves it to me to fill in all fields. Here are my questions: * By default, the next activity is a Call. How do I make it a Task by default? * By default, the next activity has no title. How can I…
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Ideas for Workflow Automations TUTORIAL
Hello Pipedriver 💎 If you would like to upskill your know-how on workflow automations, then these tutorials are for you! Along with some tips & tricks, I’ll share with you how to technically build 4 different automations that we have received your interest in: 1. When a Deal is Won - Move Deal to Another Pipeline:…
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Track a form Submission using Google Analytics
Hi , I would like to know the best way to track a web form submission as a conversion or event in Google Analytics, Is there a way to integrate this directly. Thanks.
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Review Pipedrive CRM and win $25 on Amazon!
10 minutes of your time = up to $25 on Amazon. Sounds good? Here’s how it works: Answer the “Software Review” survey and you’ll be sent an Amazon voucher as a “thank you” gift. (*Please note that the voucher is provided by a third-party vendor) Answer the survey here!
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Comment rejoindre la bêta de 'Campaigns' ?
Bonjour, J'aimerai beaucoup tester la nouvelle fonctionnalité 'Campaigns', comment rejoindre la bêta ? Merci :)
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Rundmailing an bestimmte Zielgruppe möglich?
Sehr geehrte Damen und Herren, wir möchten über Pipedrive Rundmailing-Kampagnen durchführen. Das heißt, wir wollen mehrere Kontakte auswählen können und denen die gleiche Mail zusenden. Vom Ablauf her also wie bei Newslettern, man hat für einen entsprechenden Newsletter eine besondere Zielgruppe an Personen und schickt…
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Hello, Is here anyone who is in sale for construction equipment/ automotive sales? i wish to ask do
Hello, Is here anyone who is in sale for construction equipment/ automotive sales? i wish to ask do you use website for advertasing or just bigest portals? if so how you get the leads. Are there any from your website or from main portals? My expierance is that works big portals and personal connections, i find that having…
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Email Campaigns Launch Date?
Hi All, I saw an article recently that talked about Pipedrive adding campaigns. When will this be going live? I can't see this anywhere. I'm new to Pipedrive and use Mailchimp but want to create a new campaign. I'm duplicating my work if i create it in Mailchimp and then have to re-do in a weeks time for Pipedrive. Can…
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For filters, I would like the relative time to go back to 1 year. Now, the current limit is 6 month
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Where does sales end and business development begin?
Business owners, managers and sales and marketing professionals frequently view sales and business development as a single, umbrella-like system. In many newer businesses and startups, for example, a few key team members may be entirely responsible for: * Researching and understanding their company’s target market *…
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I'm looking for a sales director of a company in software development outside Canada, between 50-100
I'm looking for a sales director of a company in software development outside Canada, between 50-100 employees, to exchange best practices and bounce ideas on the best usage of PipeDrive and CRM in general. It can also be a company offering professional services, not only software development companies.
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How Can I change the Insights Currency?
I moved from USD as the main currency to UK GBP. The deals etc are all in GBP but on the insights dashboard the language and currency is still English US. I deactivated all other currencies but insights is still showing USD. Help? Thanks!
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prospector data doesn't fully populate in pipedrive
Using prospector is a good tool but after you pay for the contact why doesn't the Job title, state, source of contact populate in your pipedrive contact. It would alos be helpful to have all the information that you pay for in prospects like linkedin contact immediately populated across to pipedrive. Can someone assist me?…
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Geographical Report
How do I create a Report geographically in Insights Section ? There is no Address in drop down of Deal category. Please guide.
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Automatic appending emails to deals/organisations and change of company/email address - what happens
Hi there, I have a person, that worked in company A - so all the communication is linked to company A and the deal, where is the person as a deal person. A person has changed to company B. What happens with the communication linked to the previous deals and organizations as well as past email? Martin
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Web forms email notification not working
Hi all, I've set up a couple of web forms with an email notification (see screenshot). The email is different from that of the form owner's. When the form is submitted, the form owner is notified via Pipedrive about the new lead, but the separate email is not notified. I think I have everything set up correctly. Is anyone…
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Forecast Report - annual value dropped into one month
On the Forecast reports, the full value of the deal (annual revenue) is placed in the month or quarter where the deal is won or expected to close. The Forecast report should be able to display expected revenue by month or quarter, not just the full annual amount dropped into the starting period. Is there any way around…
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How to clean up deals in Pipedrive?
I am new to using Pipedrive and wondering how do I sort of "clean up" the deals? Had 2 co-workers start lots of deals but they have moved on now and nothing ever happened with the deals they started. I need to clean them off my screen(I am in pipeline view) but yet dont want to totally delete them as need some information…
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'Rotting days' doesn't work for won deals?
Somehow the deals' background didn't become red after deal has been won? Could you advise on this? @Amit Sarda @Bernd Auer @Andreia Freixo @Menna Hanafy
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COURSE TO PROSPECT MORE AND SELL MORE
Good afternoon everyone, We created a course to Bussines Developmente Representative and Sales Developmente Representative. Follow us: Insta: @prevendas.academy Site:https://www.prevendas.academy/ Course: https://www.prevendas.academy/curso
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How to sync Outlook 2016 calendar
Dears, It seems that pipedrive does not support the synchronization of Outlook 2016 Calendar. Is it correct ? Is there some workaround (marketplace...) I still haven't found ? Thanks for any help. Emmanuel