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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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GDPR: delete / anonymize instead of marked as deleted
I recognized that I can delete contacts and deals, and they are not visible for regular users anymore. But according to GDPR, I should be able to delete them completely or at least anonymize them personal data. How is your plan one should deal with the Right to be forgotten?
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Best cold email software?
Best cold email software?
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We sell private jets and I have a question...
If we have 100% of a jet to sell, and every time someone buys a portion of that jet, there’s less left available for someone else to purchase, how can we organize this? Ex: The jet starts at 100% available, then if a customer buys a quarter share (25%), that means there’s only 75% left available of that that jet. How can…
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We're live 🚀
Hi all! Great news! 🚀 We just enabled the project management add-on for your account. What we need most at this point is your feedback! We understand various things you might need could still be missing. So please test us out and we have made it easy for you to leave your feedback. Just click the hyperlink in the global…
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Pipedrive for Buyer Management
Hey guys, Super new to Pipedrive and trying to see if it's for me. I want a system that can do the following. I put the details of a property in 5 Smith Street, Smithsville 4 Bed 3 Bath 2 Car on 550sqm Guide price $2,500,000 I then click a button somewhere and then Pipedrive searches my contacts that are searching for a…
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Myyntiputken arkistointi
Moi, onko olemassa mitään fiksua konstia arkistoida tai vaihtoehtoisesti poistaa näkyvistä kokonaista myyntiputkea tuhoamatta sitä? Meillä on yksi myyntiputki kohderyhmään, johon myynti saatiin ensin hyvään alkuun, mutta koronan takia pysäytettiin kokonaan ja sitä saatetaan jatkaa joskus tulevaisuudessa mutta ei ainakaan…
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Measuring the productivity
Hi PipeDrive team. Upon my recent work and attempt to create a report showing actual productivity of the team (emails and calls done to customers) I found there is no way of getting accurate data like 'how many emails each employee sends to customers'. Right now there are two options to get data about emails but are (let's…
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How to stay productive when your team is taking vacations
With the festive season kicking off soon, your reps will be planning their vacation days. How can you make sure you stay productive and don't let any opportunities slip through the net when your team is a few hands short? In our article, we answer some of the questions sales managers will have during popular vacation…
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Does anyone know how long the data could be download when we exporting data?
Does anyone know how long the data could be download when we exporting data? I want to figure out the exact date!
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📊 How to use sales and analytics to create a great value proposition in marketing
What’s your favorite value proposition and why? Share your experience in the comments. 🗣️ A value proposition communicates the benefit of your product or service to your audience. Sounds simple enough, right? Well, according to Nielsen, more than 80% of product launches fail. And why do they fail? Often because of a poor…
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Hi, it seems that even if I read an email that I have sent to a prospect, that it is tracking my ope
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Does Pipedrive have quotes?
Hi, I came to pripedrive after reviewing other CRMs, and it looks good, until I find that it doesn't have a quote tool, I'm I missing something? How can I have a quote in a deal in pipedrive. Regards
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Does PD count my clicks to open email?
I was wondering if Pipedrive counts me as an "open" in the counter when tracking email. It appears that the click count goes up by one when I open my own email to a prospect. #emailtracking #clicks #open
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Can I use the Unsubscribe footer in regular sales emails?
To be GDPR compliant our DPO requests that we use the unsubscribe link in all emails, such as between sales reps and customers. Can we "copy" or use the unsubscribe footer in sales email templates?
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Field - unable to edit the type of info required
We have synced Pipedrive with Quickbooks but the "balance" field is returning a "0". The field is requesting "text" when I think it should be requesting "monetary" but I cannot edit the type of return in this particular field - any ideas?
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Simple choix ou multichoix
Bonjour, Est il possible sur un choix de fiche prospect en choix unique de le faire passer en multichoix et conserver ses données déjà rentrées . Je sais pas si je suis claire en gros pour mes fiches prospects j'ai créé plusieurs choix de statue comme par exemple prospect, client , ex client , hors cible , fermée, etc...…
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search_for_related_items does not return leads
I'm trying to search all people and related leads by email. GET /itemSearch { term: "test@acme.com", item_types: ['person', 'lead'], fields: 'email', search_for_related_items: true }); Searching for a "lead" item type will return only lead that is not attached to a person. But by using search_for_related_items I should get…
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Hi - I'd like to know how to add multiple tags to each of my contacts. So I can do a search on a lo
I tried this using the labels segment however I cannot add multiple labels to a contact. Ideally each contact will have 4-7 tags Any help would be appreciated! thanks
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Commercial Director
Reports to measure productivity by analysing specific activities within the stages of a funnel...NOT possible. Trying to create a report where I can see which activities that has been registered (both as scheduled and completed) in each of the stages of a funnel. A report like this would give me a better view of how our…
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Help needed: How can I filter "subscription" and there "description" containing a word
Challenge: I would like to see all companies with one or more deals where special words are included in the description of the subscription. Problem: Unfortunately, these fields do not appear in the Insights and Filters for selection. Background: We use the recurring billing model for all products that have an endless…
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Como usar o PowerPoint como ferramenta de geração de proopostas? (Smart Doc)
Como usar o PowerPoint como ferramenta de geração de proopostas? (Smart Doc)
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Auto send email with attachment when new lead with unique identifier is added
Hi I am building a Qualify and Route leads chatbot. One of the options is for prospects to receive a report. Is it possible to have a workflow that automatically sends the report as an attachment to leads with a unique identifier, when the lead is loaded in the leads inbox? I'm struggling to make this work. * In the Leads…
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How to streamline Duplicate-Checks?
Hi all, I am currently wondering if there are any best practices how to check whether a Lead already exists in our Pipedrive? Really best case would be to somehow have an excel list and it returns something like "already existant" or "not existant yet" to that excel sheet. Is there a way to do it? Or what are other best…
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What’s the Difference Between Gross Sales vs. Net Sales?
In order to create accurate sales forecasts to paint a picture of where your business is going and set realistic quotas for your sales team, you need to understand your total sales and revenue. There are two main ways of keeping tabs on sales and each is important to grasp: * Gross sales, which is the sum of all sales made…
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Moving a deal to different stage based on an Email open
I attach quotation / proposals to email using the documents feature with tracking on open. Is it possible to move the deal to a different stage when this happens?
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Insights: Not get the data I need
How to get a percentage number in Insights? Such as: All deals / custom field of “Appointment Attended: Yes. This will give me my appointment rate Trying to get my KPI’s for my business. I have not gotten much of the actual data out of Pipedrive yet. Seems like a 3rd party app might be bale to handle the job but right note…
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Best Phone for PIPEDRIVE Functionality
I have been using an Android Pixel cellular phone for the last four years and the PipeDrive App does not work well with it. I am only able to receive partial database information. Assuming it is not PipeDrive's issue, has anyone had 100% PipeDrive success with Androids? If so, what model phone are you using? The last time…
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Amount of revenue in EUR in /organizations/list/filter/xxxx ?
Hi Folks! Need some intelligence in my lists. Is PD able to deliver? How do you solve this? I want to see total amount of revenue in EUR in my won deals, listed by .../organizations/list/filter/xxxx - not just the amount of won deals.. Was looking for a column, just found this (see attachment) - any ideas?