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Insights help: revenue by activation, not close date
Hi, I'm trying to look at my weighted revenue pipeline and can't seem to find a way to show it based on distribution; I can only seem to see it based on expected close date and the whole deal value is added to that month. For context: I run a media company and a deal might be $10,000 per month for 6 months actualising…
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How to get the Web Visitors to work on gatsby site?
I am trying to track the website by adding the script it mentioned on my site. I tried it locally and by hosting the site on netlify as well but nothing is showing up in the dashboard. It's been about 24 hours already but no data at all. The script is showing in <head/> . Is embedding the script enough? or do we need to do…
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Tile - Pipeline
@Mike van der Valk thank you for your answer on my question about the tiles on pipeline. I have reviewed the videos and the information available online, but couldn't find a way to customize the tiles themselves, like below. I would like to add more info there, such as product, probability and expected close date, for…
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Ter a opção de inserir o logo da empresa
Ter a opção de inserir o logo da empresa
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Daily digest
Is there a way to get a daily change digest like you get in Trello?
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Hola! Que herramienta me recomiendan para reportes online de ventas integrados a PD?Muchas gracias!
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Klenty vs Outplay
Hello, Does anyone have experience with using either Outplay or Klenty for marketing automation? We've been looking at Active Campaign for marketing automation but was curious how it compared with Outplay and Klenty since it's an app extension. Thank you!
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Email Signature Help
Hi folks, Trying to add my email signature by coping and pasting from my outlook email, but the images won't show up on Pipedrive version, is there a reason for this? Thanks
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Feedback and Suggestions: DEAL - Entry Fields - Show how many items are left
It would be great if I'd know how many items are left in the entry fields. For now, I have to guess. Otherwise, party of the typed words are gone forever after saving.
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View Open Deals per Month - Data Visualization
Does anyone know of a way to view the Value of all Open Deals per month? Regardless of the current status. For example, "What was the value of Open Deals during March 2021" (regardless of whether those deals are open/closed at this point). I have been exporting data and creating Pivot Tables, can't seem to answer that…
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EDM Capability
Any way I can attach a pic to an email that looks like an EDM, not an attachment?
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eMail Merge Tags within URL links
Does anyone have any work arounds for the lack of html level editing within PipeDrive eMails? We would like to have eMail templates with URL links that have MergeTags in them. Unfortunately PipeDrive is not substituting the Merge Tags that are within links in the eMail.
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How best to define when a LEAD becomes a DEAL?
Hello, I am trying to wrap my head around cold/warm/hot leads and the lead/deal qualification process. Would a marketing role start working on a warm lead that let's responded to an email campaign... and be responsible only for getting them to a "hot" lead? Or would they also qualify the lead, and ONLY when the lead is…
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How to link pipedrive to website
How do you link Pipedrive to your website to create a chat?
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Edit contracts from right panel in the inbox
Sometimes I get more information about a contract via email (last name, title, etc) and I want to quickly add it to the contract without leaving the inbox. It would be great if there was a way to quickly edit the contract from the right side panel in inbox so we don't have to leave inbox or open another tab.
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Problems with the Pipedrive signature
Hello, I have been experiencing trouble with or company signature with Pipedrive. I copied and paste the same one we use in gmail, (it has a gif and our info and rrss icons to the right) and it looks okay in pipedrive. Nevertheless, when I send it and someone opens it from their emails, the signature look AWFUL inside gray…
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Bonjour, j'ai 5 commerciaux et 2 télémarketeurs . Comment faire pour distinguer les RDV pris par mes
Bonjour, j'ai 5 commerciaux et 2 télémarketeurs . Comment faire pour distinguer les RDV pris par mes télémarketeurs de ceux pris par mes commerciaux ? Tous prennent des rdv mais je n'arrive à faire la distinction entre les rdv pris par les telemarketeurs et ceux pris par les commerciaux terrains .
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Live Dashboard help!
Hi folks, my live dashboard that I share with my team is showing different figures than what I see logged in to the dashboard on my account - seems like some data isn't being pulled through, any advice on how to resolve this?
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Duplikate zusammenführen über den Firmennamen möglich?
Hallo, ich habe ein massives Duplikaten Problem. Ist die "Duplikate zusammenführen" nur über den Firmennamen (ohne Adresse) möglich? Sonst erkennt Pipedrive die Duplikate nicht. Vielen Dank für Eure Hilfe. Enver
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First feedback on German address settings
Thanks for having me here :) My contact details for the marketing settings require the value for "state" and this is shown within the opt-out process. Well, it is very unusual in Germany to name the state within the address. It looks odd and therefore - as a regional difference to other countries like the US - it should…
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e-mail will not sync.
How do i reconnect? The reconnect button just takes you to the Email sync page, but no options on that page top do anything about reconnecting
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Tracking Events Attended
Hey all, we run different events and want to be able to search / filter people depending on events that they have attended. We have been using a custom field (multiple options) to track when people attend our events (which has worked great for tracking, filtering and searching who has attended different events). But, we…
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Je cherche à surveiller mes commerciaux pour pas qu'ils changent les propriétaires de mes fiches con
J'ai créé l'automatisation ci dessous et cela ne marche pas . En gros je ne trouve rien dans mes notes quand ils changent le propriétaire du leads ? 1 DÉCLENCHEUR Organisation mise à jour 2 CONDITION 1 Propriétaire de l’organisation a changé 3 ACTION Créer une activité Objet De L’activité: Vérifier si c'est ok Type: Notes…
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Sync Data from Deal Details to Linked Contact
Hi all, perhaps this is something you can help me with. I am looking for a simple way to collect the emails of my deals and sync them with the linked contact. I am trying to set up the Mailchimp email integration. To do this, it requires the linked contact to each deal to have the email address listed. The contact must…
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Want to export Data lists from our customized fields....
Hi everyone! Is it possible to export the lists we created with our customized fields we created? For exemple, we created a Commodity field with a dropdown list of choices, I want to export those choices... I have already explored the Import/Export menu but nothing for the export of 'backend' info.... Other CRM offer the…
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Is there a way to export all deal data to a pdf?
I would like to take all the data from a deal, like notes, e-mails and activities and share them with other people in my company that don't use Pipedrive. This would be very useful for restructuring our file system because we cannot make everyone in our company use Pipedrive. Is there a way for me to export all the deal…
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Import Function missing
Good day all, My boss recently got me/us onto Pipedrive and it looks great. However, I have an Excel doc with way over 100 active contacts that I want to mass-import, but the function is missing from my "Other" tab. Does anybody know how to remedy this please?
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Export all data in Excel, mass change them and import back in Pipedrive?
Hello community, I hope you are all doing well. I am working with thousand of data in Pipedrive and I would like to make them cleaner (naming convention, rearrange info in a lead, etc...). According to me the easiest way would be to export everything in Excel, modify data there, delete all data in Pipedrive and import them…
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Manually changing 'Last Stage Change' date
Hi, we have recently updated a lot of old deals for the purpose of using pipedrive for reporting. Because we moved a historical deal to the final stage of the pipeline it's showing as moved into that stage in May 2021. In reality, this was an old deal that was completed in 2020. My question: is there a way to manually…
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Strugling to find good meeting scheduler - potential for Pipedrive
I would love to see a scheduler, where my team can combine multiple slots and share them online. We have a callcentre and we have trouble to organise the calls as well as somehow automate reminders and follow ups on meetings. With pipedrive scheduler, it would be everything super easy and meetings would go directly to the…