-
Setting up new account - users have different email addresses
Hi, I will be setting up new pipedrive account for different company. Can there be users, that have different emails or it has to have same domain email?
-
How do i enable notification for my sales reps on Pipedrive after deal has been assigned to him/her?
How do i enable notification for my sales reps on Pipedrive after deal has been assigned to him/her?
-
Can you filter leads by postcode?
Does anybody know a way where you can search for the first part of a post code and then see all the leads that correspond?
-
Feature request: option to only sync email for existing contacts
In my ideal setup, only email for existing contacts would be sync'd into Pipedrive. As it is I end up setting up a horribly long filter list to avoid newsletters, system emails, internal-only emails, partner/supplier emails, etc getting pulled into Pipedrive. In this kind of scenario, my workflow would look like this: (a)…
-
How to merge duplicates based on email address only?
Hi, I use Pipedrive for a consumer saas onboarding. People might sign up with Nicknames and sign up more than once. Now I am struggling with merging contacts based on their email address (as this is their unique identifier, not the name). Does anyone know, how that works? David
-
How do I recover deleted activities?
I accidentally bulk deleted my overdue activities on all my deals. How do I undo this mistake? Either by a bulk method or by recovering individually in each deal?
-
Verifying email metrics/performance? Anybody ever made a dashboard?
Hi guys, So I've been emailing for leads/sales, and been testing out different messaging. While our opening rates have been great so far, I've honestly been a bit underwhelmed on the reporting from Pipedrive. I test out different messaging, we send to different levels, people are in different time zones, and then the…
-
Able to show line items and totals exclusive of discount
Dont think I am missing something here but when create docs I would like to show a total price, then any applied discounts and the resulting final price. You don't seem to be able to access the prediscount which I want to show in any proposals ? In the example below the total price pre discount is £688.50 but that doesn't…
-
Projekte anlegen?
Hallo, als neuer Nutzer vermisse ich die Funktion, ein Projekt anlegen zu können. Wie macht Ihr das? Ich brauche kein ausgeklügeltes Projektmanagement, aber zumindest die Möglichkeit, ein Projekt anzulegen, z.B. so etwas wie „Relaunch meiner Website“. Das ist weder Lead noch Deal, trotzdem möchte ich natürlich meine…
-
Can I add a "name" variable to the default "Call" text?
I would like to know the name of the person I have scheduled in my calendar. Adding a variable would cut down on the time it takes to type the name.
-
Keep old information in contacts
Hey there ! How do you keep information such as previous position & organization in Pipedrive for contacts? Thank you ☺️
-
Health-check Dashboard for Pipedrive using Tableau
I love Tableau for the interactive features in the dashboards. I also love the flexibility it offers when combining different dimensions (columns) and measures (metrics). There are a number of other integrations for Pipedrive data visualization but I have used Tableau far too long to switch now. I have developed a series…
-
Show pipeline in search
We work with festivals around the world and sometimes there will be multiple with the same name - in different countries, run by different organisations. It can be confusing with the current search bar to quickly know which deal we are looking at, as it does not show which pipeline the deal is in. See example of elements…
-
Blocked items
New to this, so sorry if the questions are stupid. I am looking for two functionalities: * Change the language of the mandatory footer (I want to have the unsubscribe-thingy in German) * Change the sender address to a generic company address and not have a user-specific one. Also: is there a way to have text just span the…
-
Pipedrive deleted my leads
Hi, I'm new to Pipedrive and we're testing it as part of the new CRM for the company I work for. I was testing it and as part of my test I uploaded 100 leads (that was last week), and today I logged into Pipedrive and all the leads are gone. Anyone has an idea of where these leads could have gone?
-
Managing different person / organization types
I am new to Pipedrive so apologies if this is a very basic question. My business will have different person contacts as follows: 1. Individual/retail customers 2. Professional contacts that introduce customers 3. Contacts of suppliers e.g. companies that supply products/services to my business In a similar way, my business…
-
Importing contact issue
I am trying to import a contact list but when I select the '...' on the left hand side there is only the option to export. How can I change this?
-
Contacts Import issue
I am trying to import a contact list but when I select the '...' on the left hand side there is only the option to export. How can I change this?
-
Live Chat Help
I have created a chatbot but when I created it I did not format it for live chat. I see in the knowledge center it says I can add the live chat function to my existing template, and I am following the directions as explained in the article but the live bot function is not showing up. Any tips on how to make this work? I…
-
What is the best way to see all the notes from a prospect's contact area in their deals?
Add a lead > contact created > add a deal. Notes from contact are not syncing over to deal. Should they sync automatically? I am having to look at the prospects "contact" file to read notes then back to deal.
-
7 Ways an iPad or Tablet can Help You Close more Deals during a Summer of Sales 📱 📈
What mobile tools do you use for work? Share in the comments below. The last year and a half have been challenging for almost every industry, but sales teams around the world adapted. In fact, the PC and tablet industry saw growth in 2020 following a steady decline in previous years. As remote and at-home work becomes the…
-
sharing dashboard
I am looking for a way to share my dashboard with my team - not via an external link but rather in pipedrive itself. Is that possible? Thks, Bernd
-
I can't seem to find this function so maybe someone here can point me to it if it exists. I have a v
I can't seem to find this function so maybe someone here can point me to it if it exists. I have a very small sales team and I need to forward them leads coming in from our www contact form. I was thinking if there's a way for me to forward/BCC the email to my sales rep in a way that would automatically create a sales…
-
Usuario de la Community de Pipedrive
Quiero asociar esta cuenta de la Community a otra cuenta de usuario de Pipedrive diferente a ésta. ¿Cómo lo tengo que hacer? #Community
-
Can you track Average contract value?
Is there a way to create a custom report to track average value of won deals?
-
Native Pipedrive multi-step web forms
Anyone know if there are plans for Pipedrive to offer native support for multi-step web forms?
-
Looking for the best texting and phone integration....
The focus is on texting. I want it to be easy for all the staff to send and receive and to track progress. We currently use Google voice and e-voice outside of PD and I'm open to starting from scratch. Thank you.0
-
Custom Fields in Pipeline Kanban view as well as Sorting functionality.
I Wish we could customize our views in the Kanban view of the pipeline including custom field. I really like what Notion has done with the ability to customize the view. I believe just the fact of having additional field could provide enough information to manage a pipeline more efficiently. Right now, I'm having to go in…
-
Extraction of contact details
Is there a way I can extract all of my contacts & their email addresses on to a spreadsheet?
-
Job Instruction
When a deal is WON, I want to create a "job instruction" sheet that I can print off and put in a physical file for the field teams to do the works. Does anyone know how I can get certain fields out of the deal and into a format that I can easily create such a thing?