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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
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Removing Organisation for B2c mapping and uploading Files
Hi, When mapping an upload with no organization, how would you upload the file without an organization? I'm also a B2C seller; surely this should be turned off for B2C uploads? If not, what would you use instead? #mapping
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Can I remove “organization” from our Pipedrive?
We are a serviced base company (gutters) and all of our leads or contacts will be residential customer. I would like to avoid any extra steps and added confusion and just have the customer contact info, job info, and not have organization listed. thanks!
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SENDING letters
I need to send a mail merge every week with different data. When I try to export the data it doesn't pull through the whole of the address.. On looking it seems that the GOOGLE address is incomplete. How TO FIX please how3 do i get the address to appear on separate lines?
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When using the Propose Time, I've seen the available hours does not take into account my current eve
When using the Propose Time, I've seen the available hours does not take into account my current events in the calendar. So for example, if I book a demo with a client through a phone call at 10am Friday directly on my calendar, clients can still book with me at that time trough the Propose Time link. It would be nice if…
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Requesting Insights Display Contact Person's Organization
Currently we are only able to view a contact person's organization in deals list view and the organization associated with the deal is the only option for insights. How could we add these 3 categories of organizations (deal, person, organization) to insights? Is this already available or is it a feature I may request? I…
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From a Pipedrive Pro - LeadBooster for Support Tickets 📝
https://pipedrive.hubs.vidyard.com/watch/CPPXKD6MbfYPdyJJkii1jq? Our Pipedrive pro @Bruna Fondo shares some tips on how you can easily set up LeadBooster to receive support tickets from your website, and be automatically notified whenever a new request comes through in your pipeline. 🔔 Be sure to check out the full Learn…
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Creating a Web Form in Pipedrive that is GDPR compliant 📝
The implementation of the GDPR law in 2018 had a significant impact on Sales and Marketing companies, namely for lead generation, prospection, and e-commerce. You can learn more about GDPR compliance for your sales team in this blog entry. In Pipedrive specifically, the Web Forms feature is one of the most valuable tools…
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🏆 🇦🇺 Success Story: How a grassroots charity is creating a social impact around Australia
https://pipedrive.hubs.vidyard.com/watch/A9knHnjP2Wa7DxnJk4WLMN?autoplay=1&muted=1⚙️ Click the cogwheel for subtitles in English, German, French, Spanish and Portuguese. "Sober in the Country (SITC) is a grassroots charity making it ‘OK2SAYNO’ to beers in the bush and catching our mates before they fall through the cracks…
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Is your pipedrive working today?
We are unable to log in and connect?
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Can we use Google studio for reporting with Pipedrive?
Pipedrive is reporting on live status in my dashboard. Example as the deal was in pipeline " Invoice Issued - weekly" and if the status is changing the numbers changing as well. How I can keep the historical data captured somewhere to see how many invoices we issues that particular week.
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Best Practices
Hello everyone, I'm curious about the best way to handle recording notes and activities when dealing with B2B! There are deals, organizations, and contacts that I'm able to leave such notes and activities under. Something I've learned is that leaving a note under 'deal' will replicate under all three (deal, org. contact) -…
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Payment
Dear Pipedrive Team! I would like to know, were You plan to make payment terms for Pipedrive suitable for Ukraine? For this moment there are only 2 options: VISA or PayPal. It is very difficult for Ukraine to make payment with such 2 options. I should to attribute this payment to company expenses. In order to do this, I…
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Can't see new leads! Lost new Web form visibility
We are now having trouble dropping web forms into deals with new restrictions that they be connected to people or organization. Formerly these started as deals and we built pipes to distribute. Now we've list visibility to new and need to search people or organizations. How are others seeing new web form adds?
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Hi Folks,
Is there any Jewellers that use Pipedrive and would give me some tips and advice on how t
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I wanted to check in with the team to let you know that campaigns are not working at the moment.
I'm getting errors at the moment and wanted to check in to see if there was anything I can do to share my campaign.
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Restrict who can reopen closed deals
Hi! How can I restrict user groups so they can't reopen previously closed deals? Having this feature automatically enabled is giving me a hard time as users reopen and close deals, the won time changes and the won revenue suddenly disappears in the financial quarter I used to report it in. I know I can change the won time…
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How "web visit" works?
He people! Do you know how "Web visits" works? I mean, is it necessary to opt-in a lead e-mail to Pipedrive track if they visit the site?
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Kuinka paljon teillä käytetään Pipedrivea?
Kuinka paljon teillä käytetään Pipedrivea?
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Recommendations of Help desk/Service software
I am interested in Helpdesk/Service apps that have a good integration with Pipedrive. I want to have a 360 view of customers. What Helpdesk/Service software have you tried? What is your experience?
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Recommendations of BI software integrated with Pipedrive
I am interested in Business Intelligence software that are integrated with Pipedrive. What BI software have you tried? What is your experience?
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Why are outgoing calls showing up in my calendar?
Hi, Being a relativly new user of CRM's in general and Pipedrive in specific, I don't understand why outgoing calls made with the iPhone app are showing up as activities in my calendar? If i make 50 outgoing calls, I will have 50 entries in my calendar. I really can't see the benefits of this. Any input on this i much…
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On Deal List View We Need A Wrap Functionality for Data Field Titles
Titles sometimes are much longer than the data in those fields. Just like Excel, you need to have a wrap function so it expands the width of the Title Row, so you can shrink the size of the columns on full page view without scrolling to the right to get all fields on the screen at once!
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Pipeline Build Template or ideas to track app signups to conversions for paid subscriptions
We have been using Pipedrive for a while but not well. I work for an app and have signups coming in through a zap and need to track to either converting to a paid subscription or not converting and wanting to contact them through the process so we are proactive on converting. Looking for ideas how someone may be using…
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Updated survey to understand your needs in the project management area!
Sorry for the hassle, but we've updated the previous survey slightly to really better understand the priority in your wishes for the projects area. If you have 5 minutes please help us out by filling it in here: https://survey.alchemer.com/s3/6503823/Project-management-Functionalities-Version-2 Thank you for your help! 🚀
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custom reports with customized detail fields
How can we customize a report with the information from our customized details column?
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From a Pipedrive Pro - VLookup: The fail-safe way to update your existing Pipedrive data via Spreads
https://pipedrive.hubs.vidyard.com/watch/5U3LBPTpUvBAUDMZBXPWEj?Our Pipedrive pro @Emily Howard demonstrates how VLookup is just the ticket you need to easily map unique IDs to the items you're updating via spreadsheet. So no matter now much data there is to import, all you need is a few keystrokes to ensure all data is…
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Insights Dashboard - Deal Value Condition Control
I'm looking for a bit more condition control on Deal Value. Am I able to do <= or values "between"?? This would be beneficial to have from a segmentation ability standpoint. Does this exist and I'm just not seeing it?
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Transferring calls from laptop to phone issue?
I recently started using Pipedrive at my organization and so far seem to get used to it. One thing I enjoyed was calling clients from Pipedrive on my laptop and transferring it to my phone. It was working fine and then suddenly for the last week or so it stopped calling. The laptop version would mention redial and shows…