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Insight comparison between different years
Hello Pipedrivers, I would like to perform inside the insight section a comparison between the revenues of year 20XX and year 20YY (per month) in order to know the situation of the business. I know that I can create a report with all the months of the two years and the related revenues but it doesn't give a comparison…
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Question, How to create 2nd pipe drive to 2nd product line
Question, How to create 2nd pipe drive to 2nd product line
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Common Currency, before full calculation field capabilities
Years have gone by since suggesting calculated fields ... so well this is the ultimate idea for many use cases. Pipedrive maybe able to offer a solution to one of the user cases "Common Currency" before developing full calculation capabilities. My organisation is a listed company with sales regions around the world as such…
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Hola! alguien puede ayudarme a: ¿Cómo sacar informe de los mails enviados/recibidos vinculados a neg
Hola! alguien puede ayudarme a: ¿Cómo sacar informe de los mails enviados/recibidos vinculados a negocios?? muchas gracias!!!
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Hello - Is anyone using Pipedrive within the digital and offset print industry
I would like to reach out and ask if i may if anyone can suggest how they have been able to best use pipedrive within the printing industry. We are based in Australia and would love to hear your success story and roll out of pipedrive.
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Deals in Pipeline. My problem is that if a Deal is won when it is paid for, and some pay up front an
Deals in Pipeline. My problem is that if a Deal is won when it is paid for, and some pay up front and some pay at the end by invoice, how can I devise a pipe or pipes that will cater for that? Can won deals move to another pipeline so I can continue them?
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Can you create a drop down list for user input in probability field?
I am reposting this question from a while ago... Is it possible to add a predefined list of drop down values to the set deal probability interface? ie. I'd like to be able to limit the user response to say 10%, 25%, 50%, 75%, 100% It doesn't appear that you can, I'm just wondering if I am missing something. Thanks in…
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Recent Searches and/or Records
Often I find that I need to re-access Contacts, Deals, and Leads that I previously accessed. To do this you can either search for the record or go to that section of Pipedrive and cherry-pick the record from a list. Seems to me that if you place your cursor in the Search form it would be handy if the system displayed a…
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Comparing week by week performance.
I am hoping to compare the sales performance of my team say on a weekly basis how many deals were created. How do you guys do it now? Export the data to excel and do manual analysis? Thanks alot. VC #comparingweeklydata
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Add Date of Birth field for contacts and leads
Hello all I must say first I love Pipedrive in so many ways thanks!! Only issue I have and its kinda big is the the default contact and leads and even importing clients is missing the date of birth field. Can we please add that? I buy leads and one thing I need to run quotes is not just the primary contact coming in…
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I have imported an Excel file in Pipedrive, but I have made a little mistake. Under "Name" I have pu
I have imported an Excel file in Pipedrive, but I have made a little mistake. Under "Name" I have put the supplier name instead of the contact name and after uploading I can't find the "First name" + "Last name" anymore. Can someone give me some advice?
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Can there be pricing alternatives other than Unit Price?
I have services that require hardware and wanted to see if i can merge them together, however I can only see unit price, but i need to add installation price and monthly cost etc. Does anyone know how I can do this, as I am new to Pipedrive?
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hello, i cannot connect with my business email account. What is the problem?
hello, i cannot connect with my business email account. What is the problem?
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Call Report in pipedrive and how to manage call activity.
Hello 👋 Here is my problem and I would love to have your opinion on it ! Currently in my pipedrive workflow I have call activities that automatically generate at certain stages of the pipeline. I would like to be able to have my sales people either call directly by clicking on the activity (this would be the best but it…
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Following due dates before today
Hi ! I'd love to watch my team productivity and make sure they're not overcharged. So in the stats section I would like to follow "How many activities are late by how much ?" like if all late activities are from last week, it's ok but if it's from 3 month there is a problem. It seems you can't filter "activities due date"…
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Atividades Fake
Estamos com problema de negócios que acusam que tem atividades a fazer, mas na verdade não existe nenhum, com isso todas as automações que dependem da condição ATIVIDADES PARA FAZER = 0 ser atendida são afetadas. Ou seja o pipedrive te colocar em risco de perder negócios importantes por essa informação falsa. Já enviamos…
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MailerLite
Hi! Is integration MailerLite with Pipedrive good idea? Or could you recommend me someting else for email marketing what would work well with Pipedrive?
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Pull in Notes into custom filters
We have lots of information in the Notes field that users would like to pull in as a column when creating filters. Any plans to add Notes in as a filter option? Curiously, I've seen it in some Pipedrive helpdesk engineers screenshots....so it seems possible for insiders. @Josh Monifi
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Reporting
Hello, my team ring out prospective customers and then write any specific notes on the account we have created for the customer on the contacts/organisations page. I'd like to be able to run a report at the end of every day to see all notes that have been added. is this possible? Or is there a better way to do this? Thank…
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Email open and link clicking notifications on desktop and mobile app ?
Hi Team, We are considering an organisation move from Hubspot to Pipedrive and a super helpful/simple tool that I cant seem to find on Pipedrive is mobile notifications on the app or on the web app of push notifications when someone opens an email or clicks on a link. We find this super helpful as we don't have to go…
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file reconstruction
Hi, how can I reconstruction a file that I have deleted by mistake? Thanks
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Show email fields on hovering
Hi, in the email view, is/would be it possible to show the full name+email address of both From/To fields of the emails, when hovering on their first column ? It could be a useful tips, without the needs to open every email...
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💰 ACV vs ARR: What They Are, and Why SaaS Professionals Need Them
❓Which metrics do you rely on most as a SaaS sales, marketing or management professional, and why? Reply below. With the continued shift to subscription-based software driving growth that’s expected to reach $140.6 billion worldwide in 2022, SaaS companies rely on metrics to help monitor and harness that growth. Metrics…
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porspector upgrade
Do you have a prospector qualifier? Are you planning to have it in the near future? It would be awesome to manage all the leads in the same platform, but it would be better to do it if we can make some calculations based on some fields regarding the lead, For example, when I say that the organization is from brazil, that…
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porspector upgrade
Do you have a prospector qualifier? Are you planning to have it in the near future? It would be awesome to manage all the leads in the same platform, but it would be better to do it if we can make some calculations based on some fields regarding the lead, For example, when I say that the organization is from brazil, that…
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I am struggling to figure out how to add a second contact to an existing organization. Can someone
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Is it possible to plan activities more than 1 month onward? For example I want to make an activity
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Ability to filter by weighted value on list
For now it's not possible to rank your activities by weighted value. It's possible to rank by value but not weighted value, sadly. Does someone have another method ?
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Map does not show all filtered deals
When filtering Deals to then show them on the integrated Google Maps, they will not all show up, only the ones "loaded" by scrolling down. For instance, I filtered 400+ Deals and clicked "display on map", but it only showed the first 90 or 100. Only when manually scrolling all the way down to load the rest of the deals, it…
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Hello. When I edit anything in a People profile, my entire list of People disappears. I have to lo