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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…
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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
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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…
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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
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Can you track Average contract value?
Is there a way to create a custom report to track average value of won deals?
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Native Pipedrive multi-step web forms
Anyone know if there are plans for Pipedrive to offer native support for multi-step web forms?
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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
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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…
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Extraction of contact details
Is there a way I can extract all of my contacts & their email addresses on to a spreadsheet?
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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?
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Setting up a pipe for Account Management
Hey All! I work in sales and account management for a small marketing agency in Kansas City. I love Pipedrive as a sales CRM, but does anyone have any tips for setting up a pipe to manage current clients? I've set up a pipeline, but it doesn't quite flow how I would like. Any tips, tricks, or extensions would be…
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What is your best practice for defining deal owners?
Hi, we are wondering who in our company should be the deal owner in different kinds of deals. We have two different sales dep.: 1. internal service for inbound inquiries 2. field service for active acquisition and KAM How do you manage the topic 'deal-owner'? When should the KAM be the deal-owner? I'm looking forward to…
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Relative date periods for insights
Hello, Yesterday I was creating a insights chart to display rotten deals by user. While I can't display deals filter data, I've tried to create some filters on insights to show rotten deals. But I've noticed that on insights, while using date fields, I can't select relative date periods. (ex: is after, is before, is equal…
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To be able to export insights summary.
Hello, A while ago i suggested that insights data could be exported and I was glad that the dev team implemented it. Altough I've noticed that what really matters in most cases (for me) is the summary tab of each insights report. When I try to select copy and paste in Excel it gets all broken. I need it to be exported…
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Email synchronization interval
Hi, we are syncing one folder from the M365 inbox and we want to know how long is interval for syncing new items. If we move item in Outlook to this folder is often very slow. Thanks Lukas
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How to assign more than one organization to one individual person?
Anyone know how to assign an individual to more than one organization? I manage a coalition with a lot of volunteers, many of whom straddle multiple org's. I need to import a data sheet with those individuals, and I'm stymied on how to bring in that data... Any advice welcome! Ex: Jane Doe - Affiliation #1 = ABC…
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Planificateur sur seulement 2 mois lissants
Bonjour, Y a-t-il une possibilité de proposer une planification de rdv sur une plage de temps qui puisse dépasser 2 mois lissants ? A ce jour et sauf erreur de ma part, nous pouvons planifier sur notre agenda Pipedrive des propositions de rdv sur une durée infinie, mais... la personne (prospect/client) qui reçoit le lien…
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Things are changing and most of my customers (B2B) like text messaging! Would you like to log text
Things are changing and most of my customers (B2B) like text messaging! Would you like to log text messages (SMS and MMS) directly in Pipedrive like emails and calls?
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Is there a way to bulk update the pricing on all products by percentage?
we raised our prices by 4% across the board and want to edit our product catalog without reuploading everything
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How do I import database deals and products connected
Hi, My name is Caleb, I was trying to import a database with columns representing the Product ID for each deal, but went I conclude the process, there is not information about products in the deals imported.
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Any workaround how to choose a text field in Report's filter?
I have a text custom field called Referrer. When somebody fills the form on our website, we automatically create a deal and put a link to the website from which this person landed on our website to the custom field Referrer. It simply needed in order to measure the ROI of different marketing campaigns and understand what…
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Impossible to filter with tags ?
Hello, I have created a Pipedrive tags and have been adding them to all the emails I want to synchronize. But it seems this doesn't work even though I choose the option when I synch. The only solution is to place the emails in specific folders. But I can't seem to be able to create a rule that says when pipedrive tag is…
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Using Pipedrive email only.
Is there anyone out there - just using Pipedrive for email? We're testing it with some of our sales people - so they only have access to email via pipedrive. The like some of it, but find the lack of directories/folders a problem as they can't sort email. Anyone doing something similar that can share their experience? How…
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Updating Multiple Deals with a single activity.
Hi We have instances where we discuss multiple deals in a single phone call. We currently need to create a call activity for each deal we discuss as you cannot add multiple deals to an activity. Anyone with a workaround to save some time? Thanks.
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ROI on Prospector
Hey Guys, Anyone actually generated a ROI on the Leads Prospector feature? Not sure if it's even worth a try, seems to be crawled data from LinkedIn etc
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Customize mobile app
Hi, I have not been able to figure out how to add/remove a default filed to pipedrive's mobile app. I'd like to add the default field, instant messenger. The two default fields on the mobile app are the phone number and email address. Ideally, I'd like to remove the phone number and add the instant messenger. However, if…
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Hi there, if we can add new filters in the Lead Module it would be really nice! Sometimes clients wa
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How to Create an Automated Lead Nurturing Workflow that Converts Visitors 📩 📈
What is lead nurturing and why is it important? Lead nurturing through email marketing is important because not all leads are ready to buy as soon as they hit your site. Nurturing those new subscribers means assisting them through the sales funnel, and email marketing is the perfect tool for this. 🧠 Find out how to…
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Exporting Date Deals Moved to Specific Stage
I have 1000 deals in my pipe built up over three years. My business wants me to report on how many people have reached a certain stage during each month for the last three years. Is it possible to extract data with the date it was moved to a particular stage? If so i can then work with the data in excel to achieve the…
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Inconsistent Translation: 실패 vs 손실
Greetings, I'd like to report translation inconsistency for Lost Reasons. In Korean version of Pipedrive, I can see this popup window If I hit the 'Lost' button in a deal. I don't see any problem here. In app.pipedrive.com/settings/lost_reasons, however, I found an inconsistency. * 'Lost reasons' is translated as '손실 사유',…