-
Reaction time(in hours) for first activity marked as done
Wanted to track reaction time for first activity marked as done of new deal by hours, any suggestions how to do it?
-
Organization growth chart
For the sales funnel to be Full you need enough leads / organisation's....I created a field if the organisation is qualified so it's possible to make a chart on that....How can I monitor my lead / organisation's growth ?
-
Link my own form to LeadBooster Web Form script
Has anyone tried linking a custom form to the LeadBooster Web Form script? For both style and data reasons I want to use my own forms on my website and submit the data via the LeadBooster Web Form script (e.g. I might combine two or three data fields from my form to be submitted as the "message"). Looks like if I create…
-
Is there any field who add tax+total sum? [Produkt delsum (product subtotal)]+ [Produkt skatt
-
“Custom fit Pipedrive to your business needs” webinar Q&A. Unanswered questions
Hi dear Pipedrivers! Many thanks to all of you who were able to join James Campbell and Tonya Kilgore at the webinar last Tuesday. Today we are happy to let you know, that Tonya and our greatest Product team have finished answering your questions, that we didn’t have time for at the webinar. Find the Questions & Answers…
-
Companies logo
Hello, How can I upload a company logo for use in Smart doc? I think this function is very important as no proposal or contract is sent without the client's logo. ------------------ Hola, ¿Cómo puedo subir el logotipo de una compañía para usarlo en Smart doc? Creo que esta función es muy importante ya que ninguna propuesta…
-
distribuidor implementador en argentina
estoy buscando para dos clientes mios un crm con manejo de oportunidades, reclamos, atencion al cliente, en uno necesito integracion con collab en el otro es mas sencillo. como encuentro partners de pipedrive en argentina?
-
Filtering People/Contacts by deleted organizations.
I am in the process of tidying up 4 years of Pipedrive abuse by our team. Basically we have done several imports over the years and ended up with around 12000 junk organizations each with 3 or 4 linked contacts. I have managed to clear out most of the worthless organizations, but the contacts are still linked to the…
-
Customised Drop Down Menu with Text field.
We have a web form where we ask "Where did you hear us from" and then let visitors to select the answer from a drop-down menu. At the end of the menu, there is an Others option. We want to have a text box (open clicking Others) where they can fill in custom values. Could you please let me know how we can do it?
-
Products associated with a deal
I am trying to have a more granulated analysis when it comes to deals that area expected to close within this quarter. This analysis includes zooming into the products each user is selling within a specific pipeline. The deals created have a lot of information including the "Product count" and value of the deal but I am…
-
Are calculated fields anywhere on the roadmap?
Would love to know if calculated fields is on the list for product. Thanks!
-
How to see subject of next activity in Lead view
Hi, It would be very helpful for my team to see what the nature of the next activity is, from within the lead view columns. Much like the activity view, you can see the subject, but in the lead view it just shows 'call' or 'email' and not the subject. Is there anyway to do this, or for it to be included in the future? I…
-
From a Pipedrive Pro - Where to Find a List of Deals Related to a Product 📝
https://pipedrive.hubs.vidyard.com/watch/9BwoPYzeRHzbA5x5vMTtWc?This time, our Pipedrive pro @Emily Howard shows us a quick trick to find all deals that have been involved with a specific Product. 🔔 Be sure to check out the full Learn from a Pipedrive Pro academy course for more productivity hacks from our pros, and…
-
E-mail sync, how to work around the lack of folders within pipedrive
I'm a quite new user of pd, and just figured out that there is no possibility to organize my pd inbox with different folders. My question to this forum is how do you more experienced users work around that issue? I'd prefer to only work in one inbox instead of keeping both pd and my outlook organized. Regards, Lars
-
Different Pipelines - same details
I have four different Pipelines to reflect our income streams. However, whilst I can customise each Pipeline flow I need to change the details section to reflect each pipeline requirement as opposed to the same preset details on each Pipeline. Any advice?
-
Add custom sources
Sources should be user-editable. Our sales team does not care if a lead, deal, contact, or organization was "imported" vs "manually added". We care if it came from the "website" "outbound campaign 1" or "referral person 5". This data should help with commissioning and should follow that object…
-
New and seeking any help
I am new at my company and nobody really knows how to work Pipedrive and I have been tasked with learning the ins and outs. I have watched several of the beginner videos but am just as confused if not more confused. Anyone have any tips on where to start and how not to be so overwhelmed? Any help or pointers will be…
-
Leadbooster integration examples and opnions, especially Web Forms
Hi, We would like to try Leadbooster, especially the web forms. Can someone give me an opinion and real examples of interjection on your website? Thanks!
-
Tell us what functionality is most important in our new project management area 🏗
As most of you know we're currently developing a new project management area in Pipedrive mainly focussed on continuing the tracking of your tasks, projects and delivery after your sales deal is closed. To be able to better understand the priority of certain functionality in our upcoming project management solution I'd…
-
Delete thousands of contacts
Hello, I would like to delete around 4.000 contacts from PD. The list view is not an option as this would require selecting these 4.000 contacts manually. Is there an upload that deletes contacts based on the email address or something like this? Kind regards Hubert
-
lead or deal? asking for help organizing my data
I have a service business. My clients get to me by various ways. Word of mouth, FB/IG posts, webinars, courses I teach and more. Sometimes the first communication is a phone call which ends after scheduling a meeting(which is actually a sale). Sometimes, it starts with a text message, only asking for advice on a specific…
-
Sending email sequences within Pipedrive
Hello, I would like to know if Pipedrive has any approach within its roadmap to incorporate the functionality of generating the sending of a sequence of automated emails or if there is a workaround on this topic. Thanks. Edgar
-
Web Form Attachment
Is it possible to add an attachment feature to web forms so that customers can attach a diagram/specs?
-
Automatically Link emails to deals
Hello everyone! Hope all having a good time. I am facing a problem. How can I link ALL the details from the organisation's generic email, aka info@, to the deal that the organisation is linked to? HELP!
-
Merge sales funil coluns withoutt loosing historic
Hi everybody! Recently in the company, we decided to reestruturate our sales funil. But we are using the insights from previous funil. Is there any chance we can merde some coluns of the funil? To not loose the historic of the leads ? Thanks
-
Trace back deal to webform
I would like to be able to trace back a deal to a specific webform. Any suggestions?
-
Mandatory category product
Hi all, is it possible to set the category of a product as required? i have the pro Plan. Thanks Andrea
-
Filters/reports using the "creator" field: When a contact/organization/deal is created, the new "e
Filters/reports using the "creator" field: When a contact/organization/deal is created, the new "entry" has a creator name (see my name in the attached image). We would like to create a filter or report using that "creator" information to see how many of the new contacts/organizations/deals were created by specific…
-
파이프드라이브 가이드: 사용자 지정 필드로 필터 검색하여 엑셀로 내려받기
질문: 사용자 지정 필드를 포함한 인사이트 리포트 생성하는 대신, 해당 거래만 엑셀로 내려받기 하려면 어떻게 하나요. 답변 사용자 지정 필드에 접근하는 인사이트 리포트는 프로페셔널 플랜에서만 가능합니다. (이 문서 참고하세요.) 프로페셔널 플랜으로 업그레이드 하는 대신, 사용자 지정 필드값에 따라 거래를 필터링해서 엑셀 파일로 내려받으려면 다음과 같이 진행하세요. * 원하는 필터 생성 * 해당 필터를 파이프드라이브 '목록 뷰'에서 실행 * 필터 결과를 엑셀 파일로 내보내기 상세예시 예를 들어. 'membership' 이라는 사용자 지정 필드를 생성하여 다음과 같은 값중…
-
From Zero to Launch - How the Pipedrive team launched a new product from scratch 🚀 | September 8, 20
🔔 6 pm EEST time (GMT + 3), September 8th: Don’t miss out on this event and reserve your spot today! 🔔 Most product professionals will have to work with an existing product or a subsection of it. Launching a new product is an experience very few go through. Luckily, these days Pipedrive is going through a transition into a…