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📽️ Webinar | Lead Nurture: Tales from our Sales pros 🧠 💰
https://pipedrive.hubs.vidyard.com/watch/fmGP3QDTtr6qriBTdShYcd?ref=community_postIf you couldn't make it live or if you want to watch again, just click play. Grab your free seat for this Wednesday's webinar here! 🎫 🏃♂️ 🏃 🏃♀️ 🔔 Follow the Events topic to never miss out on what's coming up in the calendar. 🔔
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Looking Pipeline funnel for graphic design studio
Hello I'm running a graphic design studio, I'm looking for an example of pipeline funnel that could help us to understand better how to shape ours. Would be welcomed any suggestion. Thanks.
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Setting up 3 related business within Pipedrive
Hi, We've just started using Pipedrive for our digital agency, Web Bureau. There are 2 other businesses in our Group who also want to start using Pipedrive. Leads and opportunities will be independent for each business, however, our CFO wants to be able to run reports to show total metrics (opportunities, pipeline value,…
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Does Update of Product Price and Name affect deals?
Hello, I have been asked to update a list of products with new prices and names. My Question: Does this change affect all deals which have this product connected to it (at the old price and name)? In which case I would have to create entirely new products. Same question then, if I inactivate or delete a product, does this…
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Who has used OneDrive to share and send/email files through PipeDrive?
Does each person need a unique OneDrive account, or can we setup a single OneDrive account that each PipeDrive user from our company can share/access?
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Counting number of files per deal
Hello - hopefully this question is clear. I am trying to get a count of # of attached files per deal. Is there a way to view this in Pipedrive? (i.e. Deal 123 has 3 attached files) Thank you!
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Who here uses the Goals feature in Pipedrive?
Who here uses the Goals feature in Pipedrive?
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Is there a way to track Goals based on specific filters? For example, I want to set Goals for Deals
I noticed that the Automations section got upgraded, and that you can now use Filters for Automations. It would be great if we could do the same with Goals.
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Do you find it useful to include a booking link/button in your emails to get prospects to book meeti
Do you find it useful to include a booking link/button in your emails to get prospects to book meetings with you instantly?
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How does Won Time account for timezones?
Hello, We have salespeople in both North America and Europe. When they mark a deal as Won, is the Won Time marked based on their timezone? For example, a European salesperson may mark a deal as Won at 1:00am on Wednesday, but to me it would be technically Won on Tuesday. How is this accounted for in Pipedrive? Thanks!
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Customizing "standard data fields"
Can one change standard data fields, for example the Status field pre-set options? Under Customize data fields, it is not possible.
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Rescheduler in Scheduler
Does the Scheduler email the client receives after booking come with a reschedule link?
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Main menu sidebar
I'm thinking it would be great if mentions had its own place in the main menu sidebar that gave users a consolidated view of their mentions. it's currently buried in notifications and that seems confusing and cumbersome.
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Non Relevant Features
It is likely we will probably never use the Invoices and Documents feature. It would be very nice and more user friendly if we did not have to look at things that were not relevant. It would be easier to train people as well. It would be great if non relevant features could be turned off in settings.
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Smart Docs ... unable to offer different altenatives???
Hello, We are currently using PandaDocs as an integration for our proposals, contracts, etc ... SmartDocs seems to want to do the same thing, which is very interesting! BUT ... we often offer different alternatives in the same proposal (Plan A, Plan B, etc...) With PandaDocs all we have to do is add all of the products in…
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Elementor integration
Hi, I would like to push my leads coming from WordPress - Elementor to the Leads section in my Pipedrive. What's the best option to do it?
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Tagging for Micro-targeting, email marketing
I have a personal (digital) Rolodex of over 10k people as I've been in various sectors of life: politics, business, non-profits etc. Some of these folks fall into multiple categories: I want to solicit them for fundraising for politics or perhaps a local do-gooder non-profit, others I'd like to do direct sales via my…
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How to show or hide Pipedrive data fields per pipeline
I often get asked if you can show/hide fields on certain pipelines or at certain stages. While you technically can't disable a field from showing on a particular pipeline, there is a workaround we can use. Set all your data fields to NOT display in the details view. Then go through each field and customise the…
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Is the return on sales ratio a fair indicator of a company’s efficiency & profitability? 🧮 📈
What metrics does your business use to effectively measure profit and operational efficiency? In the world of key stakeholders of a company such as investors, creditors, and other analysts, there’s no arguing the importance of the return on sales ratio and its ability to accurately convey the actual profit a company makes…
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Development suggestion
In our company we faced a difficulty when we lose deals. The problem is that we are the premium company in the market and our product usually has higher price compared to the competence. In that case we are very interested to understand what is the secondary reason for the costumer to choose a competitor since the primary…
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Has anyone worked out how to turn off the hot keys?
I use Win+L or CTRL+ALT+a number to do regular tasks. If you are in pipedrive it also gets that to do things. It'd be easier to turn these off
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Merging duplicated contacts manually
Hello, I have many duplicatedcontacts, because some of them come directly from my searches and conversations in LinkedIn. When I try to automatically merge them with the Pipeline built in feature, it doesn't always select two contacts with the same name to be able to merge them together. Is there a way to merge contacts…
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Auto Email of Activity Reports
Hi, Is there a way to set up a weekly email digest that summarizes activity (showing how many calls, emails, and meetings were held that week)? Thanks
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Activity log
Hi, I'm trying to identify why an organisation on a few deals has changed from one company to another. Is there anywhere where I can see a log of who has accessed Pipedrive and, more specifically, what they have done?
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Follow up
Hi there, At this moment we use activities for follow up. It works fine, bot we would like to refine the process, because suddenly a week has passed, and we didn`t follow up on the planned leads. I am looking for something like this: Every morning I want to delegate out 1 phonecall to each of my colleagues. Only one. I…
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Prospect activities
Hello. When I plan an activity for a "prospect", it appears as a "contact" activity in my list of activities. If I tick that the activity is done and I plan an other, it is not included in the activities of the concerned "prospect". Therefore, either the prospect activity should appear as such in the list of activities and…
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Custom Fields issue
Hi all, I was wondering if anyone else has come across this issue. I have created a custom field called Disqualification Reason and have a stage in my pipeline called Disqualified. I want to make this specific field required for only that specific Disqualified stage but the system also makes it required for the Closed Won…
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duplicate leads marking new or existing?
What we can do to highlight the leads or inquiry by system automatically and mark as new or existing. is there any automation or system that can set up so when ever the leads come from a website or API and it's an existing client system can mark as existing.
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Fields used on lead view
Can you remove fields from the lead field that are associated with deals only? I see this functionality available but deals and leads are tied together. So you have to choose to turn it on/off both, vs having the ability to keep them independent of one another.
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Troca de API Key [Problema]
Pessoal, preciso de uma ajuda. Tenho uma landing page cujo o formulário de contato está integrado com o Pipedrive. Porém precisei trocar a API Key para a de outro usuário do Pipedrive. Fiz a troca, porém os leads continuam sendo enviados para o Pipedrive como se fosse da API anterior do outro usuário e não do novo usuário.…