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Product Groups/Pre-sets
Is it possible to create lists/templates where the Products pre-fill? The only way I can think of explaining it is like when you use a recipe, you know it requires certain ingredients, but those ingredients could also be used in other recipes (so you want the ability to link products to multiple templates). Instead of the…
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Lead Activity report
Hi, want to switch from Hubspot to Pipedrive. I noticed there is no Leads report, only a Lead Source Report (coming soon). We want to know if our marketing is generating enough quality and volume of leads per month. Possible?
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Custom Fields / Details
Greetings All! New Pipedrive user here. I am struggling with the fact that custom fields is a global setting that is reflected in all pipelines. Does anyone else have different business units/lines of business where you would want to track different deal information for different pipelines? Anyone have a work around for…
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Hi, how do you skip to the next deal (without having to click back on your browser then click on the
Hi, how do you skip to the next deal (without having to click back on your browser then click on the next deal)?
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Pipedrive running slow (May 2021)
For a couple of days, Pipedrive is terribly slow. Displaying deals and activities can take several minutes, which makes the tool totally unusable. We deleted cookies and cache on our browser (Chrome), used private mode, but nothing works. Do you have the same problem? Thanks.
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Recover Leads delated from Pipeline
If I delete a pipeline do I lose those leads, and is there a way to recover delated contacts?
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Hi There! I wanted to find out if its possible to link Web forms to my Wix site?
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Deleting People associated with Deleted Organizations
How do I delete people associated with deleted Organizations?
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Backdate Deal
Hi, How do i go about setting the date that a deal starts if it was in the past and not the present day so that i get an accurate duration of the deal in the funnel?
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CLOSED WON/LOST deals won't leave my pipeline view?
I'm a new user and just imported a bunch of data from Zoho. To get around some Zoho 'quirks' I created a Closed Won and Closed Lost stage in the sales pipeline and imported all our closed deals into those stages. Now I'm trying to get all those deals out of the pipeline, but they won't leave! Pipedrive shows me the deals…
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Converting multiple leads to a deal and stage in your pipeline
Why can we not move multiple leads from our lead inbox to a stage in one of our pipelines? This would be much easier than converting each lead to a deal one by one.
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Alles was Sie über B2B Datenschutzbestimmungen und -vorschriften wissen müssen
❓ Haben Sie den Überblick über DSGVO und andere Datenschutzbestimmungen? Fühlen Sie sich gut ausgerüstet? Wo gibt es Schwierigkeiten?❓ Dieser Artikel ist ein Leitfaden von Megan Bennett, Compliance Officer von Cognism, zu den wichtigsten Datenschutzvorschriften und -bestimmungen. Er wurde ursprünglich als Blog von Cognism…
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MAPPING CUSTOM FIELD
Hello, it would be interesting to have the possibility to map the custom fields. Or Example CUSTOM FIELD = BUSINESS UNIT If I select the BUSINESS UNIT in the contact, it is automatically selected in the company and in the sales opportunity as well. It would be possible? Zoho CRM has been having such a feature for a long…
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Required Fields for certain stages
Dear Pipedrive Community, In order to improve the data quality in my company, I wanted to make certain fields required from certain stages. Unfortunately, this is only possible on the deal level and not on the organisation or person level. So this is quite useless. In general, it would also be good if you could see the red…
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SENT EMAILS LOST (like socks in a dryer)
Some sent emails are not reaching destinations, nor are they appearing in the Sent, Draft or Outbox folders. Most emails go through, but then it seems as though emails with PDF attachment are the only ones getting lost in the abyss. Using MS Outlook. It's synced and working properly. Anyone else experienced/experiencing…
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Need to delete a list of deals accidentally created
I have upload contact data from a spreadsheet and for some reason this created a list of Deals for each of these Contacts which is annoying! How do I go about deleting these 286 DEALS please?
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What will be Growth of the Global Advanced Driver Assistance Systems (ADAS) Market in 2021-2026?
The new report by Expert Market Research titled, ‘Global Advanced Driver Assistance Systems (ADAS) Market Report and Forecast 2021-2026’, gives an in-depth analysis of the global advanced driver assistance systems (ADAS) market, assessing the market based on its segments like offerings, sensor types, system types, levels…
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⏰ Event: What did Pipedrive learn from its most successful product launch? | 20 May 2021
📌 May 20 at 15:00 UTC ⚡️ Make sure you register for a spot, those who join us will have a chance to win some of our legendary merch! 🚀 Join us for Pipedrive's first online product meet-up, where we will share insights on what made our 'LeadBooster' product launch a huge success, having generated over 400% growth in the…
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Afternoon all, Is there a way to make it so that when user mark a deal as lost then it has to be ap
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Wrote a detailed post on automated leads assignment in Pipedrive
Post: https://www.amitsarda.xyz/post/pipedrive-automate-leads-assignment I appreciate any feedback and comments.
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Restrict Lead Creation
As we do not have any reporting capability for Leads, we would like to restrict the user to create Leads and create Deals directly. Even though we have informed the users, they forget or by mistake end up creating a lead. I am visioning when users try to create a lead the system should pop up with a message "Lead Creation…
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Internal communication
Is there a way I can communicate with a team member through pipedrive? I need to alert or manager my team about certain prospects or ask for an update on a lead.
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Anyone from the solar industry here?
Hi guys, justo wanted to know if there's anyone from the solar industry around here. Cheers.
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I have use for and would really benefit by a calculation field
I have use for and would really benefit by a calculation field
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"Goal" reports should be able to be set in different timeframes separately.
Currently, in GOALS, you can only create one report with one timeframe, and cannot create similar goals for different timeframes and different numbers. For instance, if I create a Yearly goal for a sales person, I cannot create also a Quarterly goal for that person without having to change the period. That could work for…
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Transferring prospective leads into contacts
Afternoon, We use a number of lead generators to obtain prospective clients, these leads come through via email is there a way that I can get pipedrive to automatically create a contact from the information they input into the lead generator. For example an email may come through with a name contact number and address, can…
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Send Button Isn't Showing Up in PD Inbox
Hi -- I can't send an email out of the PD inbox currently because the "send" button isn't showing AND there is no way to scroll down to get it show up. Is there a solution to this other than sending the email from the contact record itself?
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Notification based on a contract date
Hi all, I want to set an alarm which notifies x months before a contract is finishing. Could you please provide any help on how to achieve it? Thanks!
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Two-way calendar sync problem
Hi all! I enabled two-way sync with my Outlook and suddenly facing the problem, that all internal meetings scheduled with outlook are added to Pipedrive as activities. I find it quite annoying, because deleting an activity in pipedrive e.g. daily kick-off, automatically sends a cancellation via outlook. Do you have any…
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Sharing Deals between Users
How do you share deals across two users. So, for example, you have the followers and participants functions but that doesn't appear on user dashboards and I am actually not sure what either of those does other than act as a form of telling the people using the account. What would you recommend if you are trying to share…