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Assistance for account locked up with failed log in attempts
Good morning .. how do I get assistance account is locked up with failed log in attempts
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Want to get property values by sending a list of organizations ids.
Hi there, Is there any possibility to get the values of requested properties by sending a list of organization ids? I can get all organization details by calling https://api.pipedrive.com/v1/organizations But I want to send a list of organization ids ( organization_id_list = [1,2,8,56] ) and get the json response of that…
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Custom Fields in Email Template URL
I want enter Custom Fields into an email template URL. Ex. www.example.com?cost={{ cost }}¬e= {{ notes }} How do I do this?
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To delete a Pipe
I created several different pipes. Some of them I am not using. Is it possible to delete it? How can i do it? thank you
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Are emails opened/links clicked only noting those that do so in the address line?
Are emails opened/links clicked only noting those that do so in the address line or are those that are cc'd also noted? Information I've read has convinced me that all used to be tracked. Hopefully that's been fixed so that only those in the address line; not cc's, are being tracked. Otherwise, this feature is pretty much…
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How do I bulk add deals from a filter list I've created ?
I want to create new deals against a number of contacts I have in pipedrive. I don't want to have to go to each contact one by one to create the new deal. I would like to create a list with the filter tool in pipedrive Then bulk add new deals against people I select on the list I notice I can do bulk covert list results to…
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Bulk changes to Organizations?
I know it's possible to do bulk changes from list view for Deals, but I'd like to make some bulk changes to organizations (and possibly contacts). The scenario is a change in the org with a new person taking over the EMEA region and I'd like to change ownership for all of these organizations from the an existing user to…
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CAC - customer aquisition cost on won deal
Hi folks, What is the easiest way to see how many activities a sales person has done per won deal i.e. calculating CAC? If we could break this up per activity type (call, f2f, email) it would be even better. At this point there are no need to involve marketing activities to this. Thanks for you help in advance!
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activate multiple archived deals, for example through a filter?
Hello, Is there a way to unarchive multiple archived deals, for example through a filter?
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When do you create a deal?
Hi all, I just started using Pipedrive sales CRM. I was wondering when people typically create a deal in the CRM. For example, I've had a couple meetings with a potential client but we're not necessarily at the proposal stage yet. I'm assuming most don't create a deal until after the proposal? Thanks so much for any…
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One user multiple email addresses: best practice
Hi Folks, how are you handling the following circumstances? I am pretty sure that I am not alone with that. I am a user that has several email addresses in a company. (please do not argue why it is.). Let's say I have karsten@company.xyz and kb@company.xyz I understand that I have to buy a second license (please PD, change…
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First Name & Last Name Separation for list export
Edit, you can now ask the Pipedrive support team to enable the split of first- and last name fields in your account 🚀 ----- Hi I would like to know if I can export a list with the first and last name fields in diferent columns.
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How to view contact email name when i report email performance in pipedrive?
Dear Team How to view contact email name when i report email performance in pipedrive?. It just view an id. I will got bad report for this. Thanks
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How to sort and display "Choose columns field --> Visible"
How to sort and display "Choose columns field --> Visible" in the deals pipeline kanban view? Because "Choose columns field --> Visible" only works in list view, not in kanban view. Thanks
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It is possible to sync two email accounts?
Hi, I'm a newbie of Pipedrive and I whish to have into email section both my company account and info@mysompany.com account. I have configured both (they are on Office 365) but it seems to me that I can have only one active connection synced. Is this something plan related or is a platform constrain? Thank for you help
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one email for many users
Hello Pipedrivers, let me explain my reality. I have a historical village in which I offer these services: Catering events Wedding events I manage everything from a single email address: info@ But we are a team of 3 people, what do you suggest to me to run the business in the best possible way?
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Duplicación de Reuniones DEMO
Estimado equipo de Pipedrive: Cuando un cliente modifica la fecha de un evento, se crea una nueva actividad en mi Google Calendar. Por ejemplo, tenemos este negocio https://turiscool2.pipedrive.com/deal/3196 en el que ha pasado eso. Si bien en Pipedrive la actividad es la misma, en Google Calendar se crea una actividad…
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Email Format Problem
How do I change the forma with which emails are displayed? Apparently they show in a "conversation" format that buries one email inside the other on a long email chan. It makes it VERY difficult to track the exchange if it gets more than a couple responses long. How do I change it to the typical email chain format?
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Activity not syncing to new Organization
Hello, I had an existing Deal that is associated with a Person. I subsequently added a new Organization. I think of Organizations as the top of the Pipedrive hierarchy. I've associated the existing Deal and Person with the new Organization. However, none of my old Activities are syncing to the Organization. When I click on…
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E-Mails connected to Deals not showing anymore?
Hey after the new release some of my old e-mails i connected via the deal-link are not shown in the historie in the deals anymore. is it a known thing? do i have this problem alone? are the mails coming back? kind regards Veit
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How can i label smart BCC emails?
hi, how can i label smart BCC emails so that i can easily remember them when BCC'ying to my emails? So instead of having to copy the smart BCC email ID everytime i need it copied, have it instead labeled by the project name, so that it auto completes when i am typing it's name in my outgoing message from Gmail. This used…
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Ownership Name
Hi I need to have the function by where only two users have the ability to change the owner on each individual account rather than every tam member. I can see that this was discussed previously. As we start to recruit to add new members the team we desperately need this function to be added.
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Creating a list of organizations by state
I am trying to create a list of organization by a specific state and cannot figure out how to do so? Any ideas?
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Seen contacts with more than one open lead
Hi! This should be a straightforward filter option, but I couldn't find it. How can I see a list of contacts with more than one open lead?
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Products image visibility - mobile
Hi, how have you solve to see the products details (costumized fields & images) on mobile using pipedrive? Thanks in advanve for your thoughts
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Lead Source Field Grayed Out, Can't Enter Text
Hello - When creating a new lead manually, the lead source is greyed out. I need to create the lead and then go back into the lead to fill out the source. Any clue what's going on?
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Reporting deals by product category
Hello. Lot of people asked in the past and i have to add on. Is there any way how to filter your deals not just by seeing individual product sales but to see deals by product categories? Our company stays infront of a decision to go with Pipedrive CRM and this is really needed. Its a question some people asked 2 years ago…
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Title in Calendar View
Hi. I'm new to Pipedrive. I have added calls, emails, activities, meetings etc. to calendar, but for some reason only some of those display the title in calendar view. For example, one states call Mrs Brown, the other just has the phone symbol without the title that I have entered. When I click into it, the title is there,…
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Replying within a colleague's email thread
There is currently no way to forward or reply to an email that a colleague has sent a client. Within our business we collaborate and work on deals as a team. Currently within PipeDrive we have our share permissions company wide allowing all team members to view all contacts, organisations and deals. We can view all emails…
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Custom report by product category
Hello all, I need to choose a CRM for my company between Pipedrive and Salesforce. Pipedrive seems to be much easier but I cannot find a way to build the custom report I need. We sell food to hotels and restaurants. We have 2000 products, sorted in 20 different categories. I need to track which product categories have been…