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I would like add "Cancelled" option, in additions to "Open", Won", "Lost" options
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Adding revenue number on a deal
I can see within Pipedrive there shows "Revenue" for a deal however nothing allows you to enter an amount. Can someone please let me know how we can add this? Thank you!
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Multiple pipelines tracking
Hi everyone, We are using 2 different pipelines for our outbound efforts: * SDR Pipeline * AE Pipeline We would like to track the duration from when a lead arrives as a new lead in the SDR PIpeline until the lead is closed in the AE pipeline (and all the stages in between). Apparently, this feature doesn't exist yet. Would…
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Bonjour, comment faire pour supprimer l'autorisation à mes commerciaux de changer le nom du propriét
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It would be really nice if we can have the ID feature for the LEADS while exporting or importing dat
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👋😊Welcome to the Campaigns Beta Testers Channel!
👨🏫 Ask your questions and share your tips about Campaigns here on the channel. Product Manager @Janis Rozenblats himself will answer. This week we are joined by... 🥁 @Mette Fangel Sørensen @Adrian Labonde @Donald Rose @Sven Braam @Nicolas FAUX @Evelyne Leveke @Sonny @Simon @AliAsgher Sunelwala @Rich Mistkowski…
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Huomio kaikki email-synkronoinnin käyttäjät!
Hei! Erittäin tärkeä asia huomata sähköpostien synkronoinnin kanssa: 1. Tarkasta, että teidän Pipedriveen ei ole lisätty teidän omia työntekijöitä sähköpostiosoitteineen henkilöiksi (person). Mikäli näin on käynyt, kyseisen henkilön sinne kuulumattomia sähköposteja voi näkyä tämän henkilön tiedoissa kuten kuvassa on käynyt…
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Microsoft Teams (Native) Calendar Login Info Appears Different Than Pipedrive's (Please Fix)
Hello, Hope all's well! May we please have your assistance? Please see below screenshot comparison of what it looks like to the client when they click on their calendar to attend a Microsoft Teams meeting when the invite is sent via the native app (figure A) vs. through Pipedrive (figure B) . This is a major concern to us.…
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Any recruitment people working in Pipedrive
Hey guys, My name is Coen from the Netherlands. Right now we are integrating everything in Pipedrive for our recruitment agency. However, we are still figuring out the best practices to implement everything in our company. So, are there any other recruiters here who have some tips regarding the funnels, integrations and…
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How to Fully Understand Your Customers With Comprehensive Buyer Personas 🎯
A buyer persona is an outlined description of the sort of person who best represents your target audience (or a demographic within it). Personas help your sales and marketing teams to personalize and target their messaging and outreach efforts to ensure relevancy across varied customer types and segments. By using actual…
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No admin rights
Hi - I installed pipechat on mac and bought 5 licenses. mac broke and had to reinstall on new mac. Now i have no admin rights and do not have full service ie templates. Can anyone help? We are sorry, but you do not have access to this service. Please contact your Organization Administrator for access.
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Cannot link Microsoft Teams to PipeDrive
I try to link Teams to PipeDrive but when i click on "Proceed to install" button from the market place, we have an error message "Application Not found"
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Can anyone help me. is there a way yo bring in other emails into the client file from other email ad
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Någon här som har provat att ringa samtal via datorn med pipedrive? Vad har ni valt då för program?
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Lead inbox behaviour?
Hi folks, I'm intrigued by the new lead inbox feature. And I am aware it is in beta, but perhaps someone can explain the intended function. If I use the LeadBooster on our website to capture new leads, they appear in the lead inbox. This does not create a new contact/organization in the main contacts database. Which is…
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Prospector and GDPR
Hi here, I'd like to know how Prospector can be compliant with GDPR and with European regulation regarding personal data protection. I've just discovered Prospector. It seems rather powerful to discover all the information about a person who did not provide me any of its personal data... There are several articles claiming…
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Senior Strategy Consultant for Dental Strategic (a Nashville Dental, Inc. company)
Would appreciate any examples of how you are attaching files to products. Would that be applicable in any workflow? Also, what if your product is a % of a deal value and not a flat amount? How do you handle that? Thank you in advance for any support!
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Show hierarchy in an organization / contact
We've created two fields in contact to show the hierarchy: "is manager of" and is "employee of". We can only match one contact each, is there another chance to show the internal hierarchy of an organization?
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Web Visitor & our own company visits
Web Visitor add-on is priced on how many visits there are within X amount of time in our company's web. So far, there is no exclusion of visitors which comes from our own domain. So if, hypothetically speaking, half of web visitors would be from our own company, other half from unique users, so would it seem fair to pay…
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Why are data fields required through the pipeline?
Is there any way to change this. If I want a data field in one stage, why is it required for the subsequent stages????
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Sending an email duplicates the 'cc'd sendees
Everytime I send an email and have a contact cc'd, the sent email add those same contacts to the send line, and has them cc'd as well. I have no automation, no smart bcc. Any help will be appreciated. Thanks!
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Chatbot capture lead information and continue conversation
Is there a way to capture lead information and then continue conversation? It would be great to be able to have a more detailed conversation and the moment they complete lead information eg. email or phone they get added to the CRM
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63 Essential Sales Statistics for 2021 📊
Has there ever been a time in sales like this? Not only have sales reps been working from home, but companies have had to shift to remote selling and adapt techniques so sales reps can reach their quotas from anywhere. Check out these 63 essential sales statistics for salespeople in 2021 and learn more about how the sales…
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Pulling a list of all contacts and linked deals
I recently tried to pull a list of all of our contacts and their linked deals. I know we can pull a list of linked contacts and orgs but it would be extremely helpful if we could pull a list of all contacts and their linked deals. The reason we want this functionality is because ensuring all of our contacts are…
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PDFs, Google Sheets, & Google Slides in Smart Docs - Looking for BETA testers! CLOSED
BETA TESTING CLOSED - full release to Professional & Enterprise plans expected by end of September Hey everyone! We've been making some big improvements in the Smart Docs feature, making it easier to share your ideal documents. So, what’s new? * You no longer need a Google Drive or Microsoft OneDrive/SharePoint connection…
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Pipedrive Client Pricing
Hi, Is there a way Pipedrive can remember each clients pricing? at present when I get an order in I have to revert back to the deal I last did for them as Pipedrive doesn't save the prices. Thanks
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What is the URL that allows people to unsubscribe?
Thank you for the locked URL at the bottom of the campaign newsletters - but because it's our first one we want to give everyone the opportunity to unsubscribe at the very beginning of the newsletter. How do I find this URL beffffffore sending the email out? Thank yooooou!
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HELP - managing one company in more countries?!
Hi all! 😊 Does any of you have experience in managing one company in different countries in pipedrive? If so, is it possible to keep everthing under one pipedrive "company" or is it better to have one "company" in pipedrive for each country? I see pros and cons for both? My case right now: I have the a Danish company and…
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I just created an AVAILABILITY, but when I preview it, It says "Sorry, there are no time slots avail
Am I missing something?
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Updating Expected Close Date
My colleague forgot to set the expected close date when opening a deal and now he is not able to update the date. He is able to edit the dates for his other deals (where he did not forget to add the date). Has this happened to anyone else? What should he do. #expectedclosedate