Hey there, I work for a consultancy/staffing agency, and I’m using Pipedrive to manage both sales and recruiting. Therefore, I work with two pipelines: 1) A pipeline to manage the sales process of our customers 2) A pipeline to manage the recruiting process of new consultants This is pretty okay, but there’s one challenge.…
One of our customers uses the payment schedule feature to estimate the revenue profile associated with a deal when they are in the process of closing out the deal. As forecast revenue typically varies by month they use this function rather than setting up a subscription (recurring monthly payments of the same amount) as…
Hi there, Just a few days ago we started testing the Projects Addon. So far we are very happy with what it offers - and at that pricepoint. BUT, I was quite a bit shocked, when I found out you can't use formula fields within Projects. Am I just blind, or are they really exclusive to Deals?
Hey, I use Trello and the 'Smart Fields' Power Up to track revenue across each project stage. Each card features fields for... Project value Outstanding payment And the top of each column shows the sum of both fields. So - I can see how much cash my business is due from each project stage. This is great for forecasting and…
I am new to managing others. My husband and I run a business together and just hired 3 sales people that I need to manage/ monitor to know what is going daily on without looking through EVERY deal in pipedrive (somethings have been missed and now I am overly paranoid, at least for now). We have a few hundred deals in…
Many of my sales are to individual homeowners who don't belong to an organization that's relevant to a particular sale. How do I set this up in Pipedrive?
Is it possible to warn users before making changes to certain deal fields? For example, when a user changes a particular field inside a deal, it will email 5 people regarding the change. Ideally, we would like to warn the user before the change is saved. Is it possible? Thank you.
Hello, if I can assign deals to a project, why it's not possible to assign an activity to a deal and project? I see I can assign an activity to a deal OR a project, but not both. Let's say I have three deals with a lot of activities assigned to them. All these three deals are assigned to a project. Is there a way to filter…
Hi, I am trying to figure out how to generate a report that will tell me the average number of deals per contact. I am able to see the results very easily when I go to the contacts section of Pipedrive, via the lost deals column but I can't find a way to display it in my insight dashboard. Looking for a single number…
Morning! Has anyone successfully linked MS Teams for their calling device? I can link Skype, but I don't use that anymore, I have also got Skype for Business working, although that's now devoid, but I can't get MS Teams to work. I have phone license and International Call Plan from MS. MS Support have no clue when I ask…
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