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Newbie (not a sales person!) trying to understand Deals for political action
I am a new user of PipeDrive, and I'm trying to use it -- not for selling exactly -- but for laying the groundwork for a political campaign. This includes asking for donations, emailing a regular newsletter, building relationships, getting people to take actions, etc. I am really struggling to figure out how to map "deals"…
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Insights: Pipeline Report Changed Order of Categories
Hi Pipedrive team. For months I had a pipeline report that ordered the results appropriately (won on bottom, lost in middle, open on top). The other day it randomly flipped the order and it makes the report much harder to understand (see image). Is there a way to get these back in their original order so it makes more…
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Nom/prénom
Bonjour, Je ne comprends pas, lorsque je modifie un prénom, ça change également le nom. Pourtant à l'import il existe bel et bien une différence nom/prénom du contact, comment c'est possible ?? Pouvez-vous nous aider à régler ça ?
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How many in the community are using video or podcasting as part of your content creation strategy?
How many in the community are using video or podcasting as part of your content creation strategy?
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Offre : associer entreprise ET contact
Bonjour, Via les id pipedrive, je peux exporter mes entreprises, apporter des modif massive, et les réintégrer sans créer de doublons. Idem pour les contacts. J'ai de cette façon créé des offres sur 200 entreprises, mais je n'ai pas les contacts/personnes/employés lié a ces entreprises qui se lie automatiquement aux offres…
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Workflow Automation. Sending Emails
I am trying to have two emails sent when a deal gets move to a new stage, one to go out the same day and one to go out 3 days later. It appears to provide for this but after testing, both emails came immediately at the same time.
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Property cards in Pipedrive?! (Real Estate)
Hi Pipedrivers, I received this pro-tip on the side. Now am I completely missing something here?! Where are the property cards at? I only have organisations, people, deals and products? N
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Click through our prototype and share your thoughts with us
While we're developing the backend of our solution we're prototyping how the front end should look and feel for you. Check out our latest prototype by clicking here. Once you've gone through it, please respond here and answer the following questions: * When would you start a project? (while in the sales process, after…
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Problem with email sync creating duplicates and incorrect contact records
I have been trying for over 2 weeks to get an answer from Pipedrive about the way it creates duplicates and other aspects of contact sync. I have spent hours culling and deleting duplicates and incorrect contacts created from variations of email addresses. BobSmith@... when it should be RobertSmith@. Other variation of…
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Hello. I have a problem in displaying my Dashboard reports with two currencies. I.e. Some sales are
Hello. I have a problem in displaying my Dashboard reports with two currencies. I.e. Some sales are in $ and others are BHD. The reports come with BHD won values and ignoring the $ won values.. How to display both??
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is there a possibility to automate a standard email 2 days before the deadline of an activity?
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Blocking owner change
Can you, in any way, restrict normal users from changing the owner of the deal? Is there any way for this option to only be available for admin users? Kind regards, TZ
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I've incorrectly moved some deals into the wrong column - how do I delete them from insights reports
Hi PD community, I've moved some deals through PipeDrive and incorrectly put them into a column board and then subsequently deleted them. Now on my insights summary page it is showing them as 'demo booked'. It is messing up my figures but I can't seem to source them and delete them. My questions: How do I delete things off…
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Jquery inside Pipedrive?
Is there ANY way to get jquery working inside Pipedrive? Thanks!
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Is Pipedrive running slow for everybody!
Is Pipedrive running slow for everybody!
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reload intervall of dynamic report page way to quick!
Hi — for presenting and understanding the details of the dynamic report page/s the automatic reload interval feels like 5 seconds! So, every 5 seconds the damned thing reloads for 30 seconds! Anyway — it is way to short! I want to stick a fork into my eyes! And my CEOs are really, mad at this broken-tv-"feature"... A)…
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So I’m looking for a more efficient way to manage pipeline for campaigns and automations that are tr
So I’m looking for a more efficient way to manage pipeline for campaigns and automations that are triggered and/or filtered by custom fields that are generated by livestorm (webinar platform) to separate them when a registrant selects any of the following option (sponsor inquiry or advertising requests) but none of the…
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Contact photos appearing that I didn't upload
I noticed some contacts in Pipedrive have avatars (contact photos) that I didn't add. Are these contacts from other organizations that are using Pipedrive?
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How to integrate a DSGVO (GDPR) checkbox into a "leadbooster" webform?
How can one add a check-box for EU data security compliance to the "Leadbooster" Wobforms? I can not find the option. Example below including the needed embebed link to data statement.
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Meeting Location should default to either the recipient or sender's physical address if available
We spend the time to add company addresses but when it comes to sending a meeting request to someone from a company that has got the address field completed, wouldn't it make sense if the default address field was the one that we spent time adding to the Organisation? There could also be a second pre-populated option to…
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Pipedrive keeps creating duplicate contacts!
Everytime I send an email or get a phone call, Pipedrive creates a brand new contact that we already have in our address book, and then tells me I have duplicate contacts. This is VERY annoying, as I have merged the same duplicate contacts many many times, only to have them duplicate again. This adds time when searching…
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hippa compliance
Is pipe drive hippa compliant? If not, any thoughts on a timetable? Thank you.
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After-sales project management for delivery latest prototype
Hi all! Since a little while we're working on a new Pipedrive area to handle after sales project delivery. At the moment the idea is that it will most likely become available as an add-on that can be purchased on top of any subscription for those in need of a better after-sales delivery management. Interested? Join our…
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"send delayed emails", funkcia je už nasadená do BETA verzie.
Zdravím všetkých, možno to niektorí poznáte, keď sa Vám práca pretiahne do večerných hodín alebo víkendu, potrebujete vybaviť emaily, ale zároveň nechcete v týchto časoch spamovať schránky kolegov/klientov. Pre tieto prípady existuje skvelá funkcia "send later/poslať neskôr", ktorá je široko dostupná v Gmail aj vo väčšine…
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Is there any way I can use the "search" function in mobile app to see clients per city?
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Looking for feedback 🧐
Hi all, We're getting closer! Due to various reasons we haven't yet started development of a project management solution, but currently myself (Product manager) and my teammate (Engineer) are prepping the work so we can soon expand the team and start building. To get some early feedback from you all, we made a really quick…
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Insights Dashboard not populating fields
Hi There - all my insights dashboards have not populated data for the last 24 hours - is there an issue ?
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When importing data, how do you link products to each deals?
Hello, pipedrive users I'd like to ask about matching products to each deals when user import data. I added column 'product name' to the spreadsheet, but these product names were added as new products and were not linked to each deals. Does anyone know how to solve this problem? If it doesn't work out, are you all inputing…
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Need to access SOC reports
How an I access the SOC reports? We are working on our own cybersecurity certification in Canada. I've attached a sample report. Thank you!
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Hyra
Hej, Hoppas allt är bra. Vi erbjuder reklamplatser och letar efter ett system för att hålla koll på allt bättre. Just nu använder vi google sheets. Är det möjligt att hålla koll på när våra produkter är uthyrda eller inte i Pipedrive?