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Hi everybody. For people using iPhone, dont you think its inconvenient to manual logging for incomin
I bought android phone purposely to install pipedrive on it. Im aware that Android apps can automatically logging both incoming & outgoing calls. Thats awesome for me because i work as property consultant. Lots incoming & outgoing calls happened on daily basis. So, next year i would love to buy iPhone to replace my Google…
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Can I import a data spreadsheet and assign user to the contacts?
I'm uploading a spreadsheet and I'm adding activities but I would like. to assign all these activities to one user, and not the user who is importing the data. is it possible?
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I'm new to the system and am looking for a way to get a standardized workflow going.
I'm new to the system and am looking for a way to get a standardized workflow going. I've got 500 prospects in my list that I imported but now I'm having trouble figuring out how this thing is set up. My brain is not synching up with the way the process works. So now I'm frustrated. How do I get through the mental…
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Is Pipedrive suitable for B2C
Pipedrive instantly jumps out to me as B2B. Every default phone number or emil address is set to "work" and not "home" ... adding a lead with full name, address and phone number is not straight forward. I have to create custom fields for Address ... really .. something as simple as address requires a custom field?…
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Need suggestions for cleaning up Pipedrive.
I am looking for a way to clean up our current Pipedrive instance to reduce a bunch of unnecessary clutter. The issue we are facing is the original process setup at our company was for the sales team to run a deal through their pipeline. When the sales team was done they would create a new deal for the accounting…
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Done activities on Bussiness opportunity card
Hi there!, I wrote with question about function that used to be available about 1-1,5 year ago and it turned out that it doesn't work. Activities that sticked to each Business Opportunity Card: they are planned for each day, and we ticked them as done. Previous: we planned acitivity 10.June, we done it that day, but we…
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Deals per month without criteria
I would like to know - for instance in April 2020 - how many deals were open (nor lost nor won) by stage (colors above)? You still can't display that. What is the problem? The change of the stage maybe. You then could look in which stage the deal was most of the days. Is there somebody that found a workaround? Or you,…
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Volume pricing
Hi, I have a sales model that uses Volume Pricing eg 1 item costs $100; 20 items cost $90 each; 50 items cost $80 each, which makes quoting currently a very manual process. The usual way recomended to handle this is to create a separate product for each price level. Now, this would work nicely if I only had a few products,…
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needed mail server/host recommendation
I currently have a 3rd party email host/server with register.com. I am having a difficult time with support to allow pipedrive to connect without issues. Any recommendations on a good 3rd party email server/host?
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Sharing calendar event with another user
If I have a meeting set up for let's say Monday at noon, how do I share the event and details with another user on the same account? Basically, I want someone else in the office to have it added to their calendar as well. Any help is appreciated. Thank you
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Can multiple people be linked to a deal?
I already know the answer: Yes and No. Only one main contact. Participants can be added but this is weak -- they are in a separate list and can't easily be cc'ed.I assume this is a fundamental limitation of the software platform
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Ability to add leads via the Pipedrive app
I'd like to see this feature added to the app. Being on the go all the time but needing to wait to have the laptop or desktop open to add leads is a bit of an inconvenience. Let's make this easy to record new leads and grow the business!
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Reporting on Webforms
The columns in this image are | views | interacted | submitted | conversion | I've got a few web forms running, one of which is a booklet request. The form itself knows the number of clicks and conversions, but how can I produce a report showing me these 11 submissions? My marketing guy would like to follow up and talk to…
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How do you get your leads? 👂
How do you get your leads? 👂
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Followers Filter for Contacts
We have 3 divisions belonging to our company working with the contacts in Pipedrive. One of the goals with Pipedrive is that all have access to everyone's contacts across these divisions, so one common database is established. As only one person can be the "Owner" of a contact the others are listed then as "Followers" if…
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Is there a way to change columns on the Lead page?
Is there a way to change columns on the Lead page?
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Multiple Deals Linked to a Head Contract
Hello, I was wondering if anyone has any experience with having a Multiple Deals Relevant to a Single Head Contract. For example we have a tender where there are 3 different locations (essentially seperate deals, as each location has a different value), but ideally we would have them all linked to a main head contract deal…
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When adding a new client. Do you prefer the default field of Instant message or Phone number?
When adding a new client. Do you prefer the default field of Instant message or Phone number?
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Stat Equipes
Bonjour, Apres avoir créer des équipes, je souhaite que le manager de l'équipe ait la visibilité des statistiques de l'équipe. Je n'arrive pas à lui donner sauf en lui donnant la visibilité sur l'entreprise. Avez-vous des solutions?
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Additional options for deal results required?
Additional options for deal results required?
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How do you train your sales team on how to use Pipedrive?
Hi to all, I would like to train & prepare a clear how to use pipedrive for my team. I was wondering if using academy video or is there any material for that? Thanks in advance, Laura
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daily average of activities in data studio
Hello. I am currently working with data studio to see my statistics from my pipedrive CRM. However, there is a metric that until now I have not been able to formulate. My advisers carry out a number of activities on a daily basis. However, I am interested in knowing, according to the days that have elapsed in the month,…
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How can I archive a lost deal ?
Hi, I wonder how I can archive the lost deals. I don't want to delete them, as they have info that can be useful in the future. But I dont want to have my list of deals, with some "red" lost deals (which are sorted at the top of my list, based on expected close date, as past deals). So, the ideal would be to be able to…
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When to use close deals vs won deals in my pipeline?
We do a lot of outreach, recruiting and campaign with prospects for our affiliate marketing program. I have separated everything into into three pipelines. Now prospect from the first pipeline enter the next pipeline where once recruited are won deals. These new affiliates will then move onto campaigning. once the deals…
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Pipedrive + Notion
Is it possible to integrate Notion Workspace to Pipedrive? Has someone gone through this process? Is it necessary to download clientes details to a spreadsheet or is there a way to make this process easily threw the API
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Welcome!
Un benvenuto ai nuovi membri della community! @Tiziano Tassi se hai bisogno contattami pure ;-)
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Pipedrive Email Sync Issue
Our email sync has been constantly breaking the past few months. We use O365 and Proofpoint for Spam filter. Has anyone else been having issues? Does anyone have ways they have fixed this? Pipedrive support has just sucked at figuring this out so looking for some guidance.
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Live Chat
First attempt at configuring a chatbot and live chat playbook. So, I'm trying to understand how users are notified that someone at our website is attempting to chat with us and also which pipedrive users on our end will be notified. Is it possible to just restrict it to interact with one or two of our pipedrive users?
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Ability to Report Revenue (value) by Product
The current 'Product Value' field shows the total deal value and not the value of the product. Also Product is not availible as a filter in nearly all filters
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Allow me to select the default email address of a given contact to use on a given deal
I have many contacts who have multiple email addresses related to their work with different customers. For example, Joe is a freelancer or consultant who works with several companies/organizations and he wants to help each of them buy my software. When he's working with Org A, he uses joe@orga.com and when he works with…