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Coordinating and taking care of multiple Orgs
Dear Pipedrive, my company consists - through M&A and natural growth - of multiple "branches" that sometimes are practically identical to the existing company, and sometimes differ in various aspects of our business. Also, while the naturally added branches are within the existing team structure, M&A brings in new teams…
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Something has changed.
Hi, Something has changed. Something has changed in inserting files into a deal through a Zapier or integromat. In the past I could put a link to a file and it would upload properly, it no longer works. I would love to hear what has changed and what is the correct way to upload files through Zapier or Integromat to Deal.
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Email notification settings
You have set your email notifications for 24 hours and managing different teams. You get an email in the morning mentioning you few updates during last 24 hours and directing you to visit rest of unread notifications (say 4,000). I have to visit webpage and now I have to visit all unread email one by one (back and for to…
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Is there a way to export the Notes from a Deal as a field
Any way you can have notes appear in a deal export?
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Delete import after 48 hours
how can i delete an import after 48 hours? we're new here on Pipedrive Thanks
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Hi! I would like to use Pipedrive for a Non Profit. Is there a way we can change anything in the set
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Multimarkenbetreuung
Hallo Zusammen, wir vertreiben als Distributor mehrere Marken. Nun habe ich das Problem, dass ich zum Beispiel einem Kunden mehrere neue Marken vorstellen möchte. Derzeit mache ich das so, dass ich je Marke einen Deal erstelle. Dies führt allerdings dazu, dass die Pipeline sehr voll und unübersichtlich wird. Ich habe es…
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Custom fields have reached the full capacity issue.
I have an issue while I created custom field I tried to remove an existing custom field and change the DataType of my field but still, I got the same error. so can you tell me How can I resolve this?
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Korean translation for product: 제품 vs 상품
Greetings, I'd like to report an awkward translation of 'products' in Korean. According to the wikipedia article, products can be categorized into three types: * in retailing, products are often referred to as merchandise * in manufacturing, products are bought as raw materials and then sold as finished good * a service is…
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How can I assign a label to a newly created lead using the organisations postcode?
I have tried an see know way of add a condition that is the organisation postcode?
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Tracciabilità delle email su utente "operatore"
Salve, mi serve sapere come configurare in automatico la tracciabilità delle email al'utente di livello "operatore". nella configurazione sono attive le select di tracciabilità ma nella composizione dell'email le 2 icone (occhio e freccia) restano spente e devono essere attivate a mano. Grazie, Antonello
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Undelete contacts
Hi I note I have several contacts that have a creation date that is much later than I know they were created. This date is when I did an automatic duplicate contact merge but there is no history carried forward - thus I would like to undelete the previous contact (history) and merge it so that the history is back as per…
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Deal goes in to Forecast instead of showing in Pipe Line
When I move a deal that has been won into a new pipeline why does it only show in forecast, how can I get it to show in the new pipeline?
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Deleted Pipeline Stage
How do i undo a deleted Pipeline stage which i accidentally did?
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Custom Fields - Can the default fields be removed/edited?
Hi all, new to Pipedrive here! I'm looking to remove a few fields that Pipedrive makes default for leads & deals. Is this possible?
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Emailing multiple emails linked to the same contact person
As I add a new lead if I attach multiple emails to one contact is it possible for workflow automation to automatically send an email to each of those emails as they enter a certain stage of my pipeline?
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Emailing multiple emails linked to the same contact person
As I add a new lead if I attach multiple emails to one contact is it possible for workflow automation to automatically send an email to each of those emails as they enter a certain stage of my pipeline?
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Emailing multiple emails linked to the same contact person
As I add a new lead if I attach multiple emails to one contact is it possible for workflow automation to automatically send an email to each of those emails as they enter a certain stage of my pipeline?
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Is there a way to get the activity details, or a link to the activity in pipedrive to populate into
Is there a way to get the activity details, or a link to the activity in pipedrive to populate into the calendar event?
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Follow up & Reporting Training
Hello, we use Pipedrive and my company has asked me to train our sales team on using it more effectively. I need to train them on using it for better follow up with prospects and generate clear reporting, any ideas are highly appreciated
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How sales pipeline & business support pipeline can communicate? Once deal won.. How move automatical
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sync info between user
Hi we have a problem that on one of our deals only the original criator can see all details but the rest of the users ccant see it any ideas?
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GDPR: Knowing is half the battle 💪 🧠
Time flies: Did you know the General Data Protection Regulation has been in effect across the EU for 3 years now? We look back at some tips to understanding GDPR: * GDPR Compliance: Is Your Sales Team Ready? * General Data Protection Regulation (GDPR) & Email Tracking: What Sales and Marketing Professionals Need to Know 🔔…
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How do you successfully handle objections? 🤔
Don't we all face hear NO's constantly? How do you deal with them? Is this your life as well?
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Email identification tools
What are the best options for email identification for niche markets? I can use Linkedin Sales Navigator to narrow my audience, but is there a better way of identifying the same group and/or obtaining their email address. I've seen platforms such as Skrapp or Snovio, as well as other platforms that seem to remove the need…
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Giving discount on subscription based deals
Hi all! I'm giving certain clients a %based discount for an X amount of months. Is there a way to have this monthly fee to become automatically updated to the original amount after these X amount of months have passed? I'm currently tracking this myself but it would be nice to be able to do this in pipedrive as well!…
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Font
Is there a way to change the font size and type in the narrative when sending out emails?
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Assigning tasks
My sales reps should have possibility to create a task and assign it to other user, but I don't want them to see others users calendar; but if I deactivate visibility of other users they won't be able to assign tasks to other users. Sales rep are not suppose to see each others tasks. But from time to time they need to…
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Tenho um email do superdominios queria integrar com o pipedrive, mas não to conseguindo. Alguém me
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Do you run a partner program for your product? What's the response been like?
Hello Everyone, Excited to be a part of the PipeDrive community. It's a great tool with a vibrant community. Quick question for all Sales Leaders here - Do you run a partner program for your product? I’ve scaled revenue partnerships for our SaaS to $1M ARR+ in less than 2 years using email. Regards Shubham Sood…