The improvement of being able to select the Pipeline's work for each visibility group was incredible, however the restriction directly impacts the Organization's history, an inactive Pipeline or Pipeline that share products or solutions with other groups is so important in building arguments in the new sales tentatives. A…
How can I jump from a Deal to the Pipeline that it is in? I know I can edit the Pipeline and Stage from the bottom left dropdown under the progress bar. But can I jump from a Deal to the Pipeline itself? Seems like something Pipedrive should be able to do! If this is not possible, I will put this in as a feature request.
Vraagje: Heeft er iemand suggesties voor het integreren van facturatie met Pipedrive? Ik wil graag deals die zijn gescoord factureren. Vooralsnog klop ik de gegevens over in Snelstart en stuur vanuit daar de factuur. De 'standaard oplossingen vanuit Pipedrive' Xero en Quickbooks kennen geen functie om automatisch…
Please make DEAL ID a field that can be made visible in deal view. We would like to use the DEAL ID as our Project ID as a project moves through sales cycle and into production process but this field cannot currently be made visible. EASY CHANGE I should think.
I talked to Pipedrive about this, apparently when you have emails on a closed deal, they will automatically associate the emails with a single open deal for the same customer. I find this behavior un-desirable. In my mind the emails should stay synced to the deal they are CC'd to, regardless of deal status. In most cases…
PIPEDRICE CRM - ATTENTION, une fois que vous souhaitez partir, il est très difficile, voire impossible de résilier votre abonnement. Leur formulaire de résiliation ne fonctionne pas, et le service client est inexistant, et pas le chat, il faut 2 heures pour avoir aucune réponse. Le CRM est moyen, mais le service client est…
Hi all, I am trying to find a way to track all outgoing calls. We use our iphone Apps to make the calls, but I cant find an option to create a report with all my outgoing calls, maybe the call time or anything else. As frist step, a report about outgoing calls would be nice. Anyone solved this?
Many of my clients have websites build using Wordpress so there are email capture forms on their websites. Is there a way to integrate data between Pipedrive and Wordpress? For example, when customers complete email submission on Wordpress, then create new contact in Pipedrive. Or when customers make purchase, then update…
Hello Pipedrive Community Does anyone know if there is a way to connect Pipedrive to PowerBI? I need data within my opportunities to flow into our dashboard in PowerBI. From my research, it doesn't look like there is a direct API but has anyone found a workaround for this? Thanks! Alex
Hello, in our company only the sales team uses Pipedrive. We conduct annual meetings through our accountants with our customers. The accountants should document the annual meeting and provide us with information. Since there is only one universal Pipedrive mail address, an email cannot be sent or assigned directly to the…
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