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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
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Inbox
Why is the wrong email address not displayed in the sent emails that are returned by the server and enter Pipedrive's Inbox? It is a serious problem when many emails are sent as you cannot distinguish which ones are incorrect.
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SIGNUP CLOSED: Sign up for the closed BETA of Project management 🚀
EDIT: Signup closed, thank you! Join our community group here and find the latest post there to sign up for the BETA group. Today Pipedrive's focus ends with a won deal, tomorrow it won't anymore! We're working on a native solution for your after-sales project delivery right inside Pipedrive. Making sure sales and delivery…
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📣 Pipedrive Project management - Beta release
Dear Community Members, We’re excited to introduce the closed beta release of Pipedrive Project management. You are part of the first ~70 carefully selected companies to get access. Project management is there to help you continue your project delivery after the closing of a deal so that there is no need anymore to hack…
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Segmenting lists/contacts - is this possible yet?
Are we able to tag contacts yet with different attributes in order to segment and send? If not, I assume this will be coming soon?? Thanks, James
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Seeking advice
Hi Pipedrive Fam, Eric here from Bonjoro. What do you think Pipedrive's most "underrated feature" is? Your response is greatly appreciated and if you approve, will be featured in a blog piece we at Bonjoro are putting together. Thanks in advance for contributing! 🤠 #productivity @Bernd Auer @Brad Cohen @Phil Michaels…
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Next Canadian community meetup
Hi all, A few months ago we had the first Canadian community meetup and I'm curious if there's interest in another one. Check out the last one here: https://community.pipedrive.com/post/watch-the-recording-of-our-first-canadian-community-meetup-5ec37fbe9135214edaa70e60 Last time we discussed the following: * How to best…
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Property cards in Pipedrive?! (Real Estate)
Hi Pipedrivers, I received this pro-tip on the side. Now am I completely missing something here?! Where are the property cards at? I only have organisations, people, deals and products? N
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Project state (for archiving projects)
Maybe I'm missing something but is there a way to archive finished projects? The overview will get hard to navigate quickly without some kind of project state. We could use labels if there were filters to achieve something like that, but would rather prefer to keep labels clean of project states. Reading about the planned…
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CRM Specialist
I have been working on the insights feature of Pipedrive and i feel we must be able to filter data based on custom monetary fields. As for my company we use these for filling product values. So the objective is to get reports based on each product performance. Currently, it's not possible as there is a limitation in…
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Track visitors on website that came from our pipedrive content (such as emails)
We have activated Leadfeeder on our site and get some IP lookup results linking to businesses. That's great, but I am wondering about the link click tracking we are also doing, when sending out emails to leads from Pipedrive. When people click these links we get a pretty strong signal who they are, that Pipedrive should be…
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Embed HTML designs into PipeDrive Emails
Hi! I need to embed HTML email designs I created into PipeDrive emails. My first attempt was to copy and paste the entire design. Even though it looked fine in my PD inbox before it was sent, it looked completely different in the inbox of the recipient (Gmail). Is there a smarter way to embed HTML designs into PipeDrive…
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Dashboard - can i track the duration between 2 custom date fields?
I would like to track how long it is taking my team to accomplish a process by means of 2 custom fields. Is this possible?
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Filter field selection question- unable to select needed fields.
I am trying to create a filter, but it does not look like I am able to select the fields I need. I am trying to create a report that shows me the quoted price (custom field) for shipping- I am able to select the column for the qty, but there is no selection for the product name or number. I have come across the problem of…
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Privacy Settings for Email Sync
Hi there, When we do an email sync, Pipedrive lets us select the following though they are optional: Question 1: Must we select the 3 options above? If we don't, what features will we not be able to access? Which options do you suggest we select? Question 2: For checkbox 3 "Read, compose, and send emails from your Gmail…
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Data Import - Primary Key
Hello everyone, I have just acquired a pipedrive account. I have just finished preparing my People, and Organization data. How should I proceed for the import? First the people or the organizations? Or the other way around? Both data sets have a common key, which is an organization code that I defined myself. If a person…
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Can I manually select organizations to merge
I have some obvious duplicates- probably based on the way I imported contacts- that the merge funciton is not picking up. Can I manually select and merge them?
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Bulk Link E-Mails?
Newbie here... Is there a way to "bulk" link multiple email conversations to a single deal?
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What about the household contacts? MULTIPLE MAIN EMAIL CONTACTS NECESSARY!
Alissa here from Sun Badger Solar. We use PD extensively for our CRM and have been able to nurture thousands of customers going solar with us! Main concern: When a customer has a wife/husband/partner they'd like emailed as well for the deal, PD currently only allows 1 main email contact for a deal. This has come up over 10…
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Would you use hidden fields in pipedrive webforms ? or conditional fields ?
Would you use hidden fields in pipedrive webforms ? or conditional fields ?
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Date place holder on scheduled emails
Hello community, I love Pipedrive so much especially its functionality to schedule emails to be dispatched on a future date. I am wondering if there is a place holder for a date just like we do with the person, contact number or company name fields so that when the scheduled email is dispatched, it should show the palce…
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Date place holder on scheduled emails
Hello community, I love Pipedrive so much especially its functionality to schedule emails to be dispatched on a future date. I am wondering if there is a place holder for a date just like we do with the person, contact number or company name fields so that when the scheduled email is dispatched, it should show the palce…
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Date place holder on scheduled emails
Hello community, I love pipedrive so much especially its functionality to schedule emails to be dispatched on a future date. I am wondering if there is a place holder for a date just like we do with the person, contact number or company name fields so that when the scheduled email is dispatched, it should show the palce…
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Date place holder on scheduled emails
Hello community, I love pipedrive so much especially its functionality to schedule emails to be dispatched on a future date. I am wondering if there is a place holder for a date just like we do with the person, contact number or company name fields so that when the scheduled email is dispatched, it should show the palce…