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Deleted email are not synced
I use the email sync feature of PipeDrive. It's a good idea, especially to integrate incoming email from contact to a lead of a business and share it with other people of the team. As it sync with each employee inbox folder, and as PipeDrive email feature is fine but not the-mail-client-killer, each of us still use our…
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mass delete to reduce email inbox?
If my goal is to speed up the email search time within Pipedrive by reducing the size of the almost 300,000 communications in inbox from the email account with 2-way sync with Outlook to Pipedrive, BUT I do not want to delete any emails associated with deals or contacts AND do not want to delete any emails on Outlook…
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Does somone else have a need to re-assigng the letter to another Contact?
Hey everyone! I recently faced a case where I needed to re-assign the email to another Contact. The email was assigned to the wrong contact. Frankly, I thought that it was easy to change that. But it appeared to be a tricky task. After contacting the support, I got the explanation: It is important to remember that the…
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Reporting on Products
Hi there, we are using Products in our offers and we would like to report our revenue "by product" (and ideally also by Product Category). It looks like there is no way today get this information. Any plan release such feature? Thanks !
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Can we add GTM code to iFRAME Url for our pipedrive forms so we can use Google tracking?
Hi there - we want to implement tracking through an iFrame using Google Tag Manager. How do we add a GTM code to the iFrame URL? I note a while ago it wasn't possible - has this been updated please Thanks Katie
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How to track Sales on my CRM ?
Hello, We are a e commerce company who sells differents products, so different category of products. The clients buy their products alone on our website. In order to contact them and reactivate our clients, we would like to know which organization buy x o x category of product with the turnover sales. Do you have any…
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Possible to change the colors of the charts ?
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Managing partner / resellers clients and projects
Hello Pipedrivers I am registering my partners opportunities and deals in Pipedrive, so that i am able to keep track of progress and have reviews with my resellers on a deal to deal level. I would like to use my reseller as "Parent" account, and then their projects as underlying clients. Is there a solution for that ? I…
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Calls tracking
Hi, I set up click to dial from Pipedrive desktop using FaceTime/iPhone - it works great. However, when I call from Lead/deal contacts, I can't find any way to track or report on the phone calls? I need this to track my sales people’s productivity for phone call activities. If they create a call activity for 15 min and are…
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Report on 'speed to lead/deal'?
Hello all! I'm trying to find a way to report on 'speed to lead/deal' and am not sure quite how. I am able to find how to report on how long a deal is in a particular stage but it's always by whole days and I'd like it to be more granular (like minutes). Is there some way to do this that I'm not seeing? For…
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Can the Bulk Edit Fields for Products be modified?
Hi, I am currently attempting to do a bulk edit of the prices of a number of products. Unfortunately, the Price field is oddly not visible in the list of bulk edit fields for Products! Does anyone know how to change this? Thanks in advance, George
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Which plan do I need to have mandatory fields implemented?
Which plan do I need to have mandatory fields implemented? Advanced? Professional? Enterprise?
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By product reporting for deals
Hi, My organization uses PipeDrive and we like the product. However, there is some very basic functionality when it comes to reporting on products. If you have multiple products in a deal rather than allowing me to report on the various products when I go to export in that deal it just sums them all up and shows a total.…
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Importing Products - Price Variations
I would like to be able to import price variations for products. As far as I know, Pipedrive only allows one price per item when products are imported. I work in multiple countries with different pricing strategies. Adding price variations manually takes a lot of time. Thanks!
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Adding a VAT number?
Dear all, I'm starting on Pipedrive and I have problems on VAT NUMBER: I cannot save 11 characters, even if I put "IT" before all. Can you please help me? Thanks.
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Custom fields in products
Hi Is it possible to add custom fields in the products table? We are manufacturing manhole covers, and the square meters of the covers is an essential tracker in our production. Therefore it would so great if we can follow this in Pipedrive. This of course needs to be included in reports, so we just don't have numbers,…
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Automatic EXPAND the NOTES in the Deal History
Hi all, It seems that Pipedrive has changed the behavior for the presentation of Notes in the feed of a Deal History - now by default they are collapsed, meaning to see the notes and quickly get up-to-date with the Deal's status you have to do extra clicks (sometimes in several Notes until you find what you need).…
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Email sync: "email address is already in use or cannot be added"
Hello everyone. I have a question about email integration. I want to add an account to the main one, but a message appears when I try to do it and I don't know how to solve it because it is as if this account is being used by some other user. How can I see what use it is being given and how do I associate this mail to…
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Email Scroll
Anyone else frustrated by the fact that when you hit Reply on an email inside a deal (say from activity) that you have to scroll all the way to the bottom of the chain to reply?
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How do i cancel a charge?
The system automatically renews my billing and I dont what to pay for an "Add-on" that i wont use. how can I cancel this invoice?
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Is it possible to append Deal records in bulk using CSV?
I want to append a large bulk of Deal records using a CSV file, but when I upload the file, it tries to add the appended records as new deals instead of updating the existing records. Background: We are appending a large group of records with a "0" in a custom field for a tracking project. Because we are doing a large…
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Facturation / Product use for SaaS Startups
Hi! How do you manage billing within Pipedrive for SaaS companies? And how do you set up the "product" tab? Thank you very much :)
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Changing Won Deals' Stage Names
I know it is possible to change phase names within a pipeline, but I would like the ability to do this separately for Won deals. If I try and change Won deals phase names, it changes the Open deals names too. We want to be able to have for example, Project Planning, Project Scheduling, Project Execution. At the moment I…
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Pipeline Stages - Copy Stages into new pipeline?
Is it possible to copy existing stages in one pipeline wihout having to recreate the stages in each new pipeline?
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How can I add a label to a contact by entering through a webform created within Pipedrive?
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Creating a document from template
Why does the button create a new document from template open up the template editing view and not go and open up the new document based on the template? Our sellers now start to edit the template (and mess it up) as they don't notice that you still need to push "use this template to create a document" -button. Is there any…
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Activities report
Hello people, I need help, I want to obtain an activity report in which I can filter and obtain only the total number of activities that I have carried out with prospects, does anyone know how to obtain it?
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Automatically update custom data (Deal)
Hi How to automatically update one custom data (Deal) coming from another custom data (Organization or Person) ? How to do that using Pipedrive Automation ? Thanks
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Lead Dashboard Insights : Custom data from Organization & Contact
Hi, In the Report and Dasboard Insights section, how to pull up custom data from Person or Organization (example : turnover of the organization, size of the organization) and use these custom data as one filter in the Report ? Many thanks for your help Guil
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Report Activities with long notes
Hello there, we are supporting customers over a time frame of 7-13 months. We support private customers for our business partners. A deal is the customer experience of a private customer over the given time frame. Part of the support is done with little questionnaires that are filled in in pipedrive activity notes. The…