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I'm open to Prospector tips please and thank you! Anything that you can share that helps you would b
I'm open to Prospector tips please and thank you! Anything that you can share that helps you would be appreciate. Thanks!
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Activity management
Is there anyway to attach multiple deals to a single activity? I Often have multiples deals with the same customer that need to be managed seperatly, but the follow up can be done at the same time. Also as a suggestion, adding a task status would be nice or even an option to add custom fields to a task.
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Is it possible to move multiple contact or a group of contacts between pipes all at once?
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Insights on organizations
Hello, So I want to have a report on each organisations/clients of our in Pipedrive with the following information: name, nr of deals started in a custom period of time, won deals, lost deals, sum of all deals (amount won, amount lost,) ticket size. All this in just one report. It is possible in pipedrive?
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Help me out of you will, Seasonal Sales cycle tracking
We may need to add a custom deal details field to identify in which calendar year the work will be performed for reporting purposes in Insights. This is because we often create deals in one year that will be performed in the following year and our business and sales efforts are seasonal. We would typically create a…
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Different type of 'People'
Just beginning to use Pipedrive so excuse asking such a basis question but our organisation has 2 types of 'people'. One that are associated with Organisations, but also people that we deal with B2C and need to collect more relevant personal information from them. Whats the best way to set these are on Pipedrive?
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Why have the email and phone fields in the report columns been removed?
In the new version of PipeDrive the phone and email fields of the contact are no longer available to include in the columns of the reports, without these custom columns, the exported lists are no longer being submitted for re-engagement actions or activation of inactive base because of removing these fields.
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Data Storage Limits
We have a lot of large files we want to store along with customer data in Pipedrive and wanted to know if there is any limit to the amount of storage available and can you pay for additional if needed.
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Datenschutz Checkbox in Formularen
Hallo, gibt es irgendwo die Funktion zum einbauen einer Checkbox für Kontaktformulare?
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Print weekly calendar - any idea how to do ?
Good morning, I find a weekly planning very useful, but ther is no way in Pipedrive to print the calendar, and the browser options are non good. Anyone has some suggestion ? Bye
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Multiple contacts for our Customer success team post winning
so we just brought our account managers/customer success team. they use pipedrive to make filters etc for their work. one of the things they do is they add persons to contacts and tie them to organization for who they deal with. The problem is is that sometimes' their person is different than who we talked to during the…
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Logging Fields
Field logging Hello everybody, Why are not all (extra) fields logged in the deal details? Wouldn't it be a great feature when one can enable/disable logging for all fields in the settings? Maybe i'm asking too much but hey...asking is free. Thanks. Peter
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Number and name of product sold
Hi, i would like to know how i can have the following information. How products i have sold and which one is the the best seller. I don t know how to find this information on my pipedrive report. Thks
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Deal owner email address
Hi All, I'm looking for a way to show (or to pull out) the deal owner email address to tie Pipedrive to our marketing platform, to help in customised emails - my only workarounds so far are change the deal owners name from their name to their email address, which i don't like, or create a custom field requiring sales team…
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How to flag campaigns
How do you flag your campaigns (i.e. leads concerning a specific profile)? Do you use labels or do you create data fields? Best, Jochen
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파이프드라이브 가이드: 파이프라인 뷰에서 거래 옆에 색상은 어떤 의미인가요?
질문: 파이프라인에서 거래 항목마다 빨간색, 노란색, 초록색, 회색 아이콘이 붙어있는데 어떤 의미인가요? 답변: 거래 항목의 아이콘은 해당 거래에 연동된 활동이 어떻게 진행되는지 네가지 상태로 표시합니다. * 빨간색 (경고): 예정된 활동 못했음 * 초록색 (진행): 오늘 예정된 활동 있음 * 노란색 (주의): 예정된 활동 없음 * 회색 (정상): 예정된 활동 있음 파이프라인 각 단계에서 거래 항목은 위 4가지 아이콘 색상 순서대로 정렬됩니다. 같이보기 * 파이프드라이브 가이드: 파이프라인 뷰에서 거래는 어떻게 정렬되나요? 영문 참고 문서 * How are deals…
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Moving all deals from one pipeline to another
Hi! A couple of months ago I moved all deals from one pipeline stadium to another in just 2 or 3 clicks. Now I can't remember how I did that, so I am curious if anyone can help me with this. Thanks in advance!
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Products Insights
Hello, How can I create a dashboard with Products and filtering One specific country? Thank you.
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Not able to remove PD from Gmail
Hello! I want to manually forward emails to PD inbox, and not use the Gmail plugin. However, I am completely unable to remove the plugin. I have uninstalled it from Gmail, it does not display together with other plugins, but the plugin is still installed (PD logo and sidebar still appears). What to do?
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Email Templates
Is there a way to make the emails look more professional?
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Auto fill Invoice
When creating a deal and inputting the items and pricing it would be nice to carry that information over into the invoice function so that the information does not have to be manually put in again. https://www.loom.com/share/f84c64cc0b5b460985879aba16561cf0
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Deal owner email address....
Hi, I'm wanting to be able to add the custom field "Owner email address" and have this map from the deal owner, this is to link in with an external marketing platform to allow customised appearance and responses. Is there a way of completing this on the platform (suggestions of change the User name to the email / manually…
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Periodiserade intäkter?
Vi håller på och utvärderar olika CRM och har fastnat lite för Pipedrive. Våra säljare mäts både på fasta engångsintäkter men också på periodiska intäkter, typ 2000 kr/mån i 48 månader. Jag har sett att det går att skapa detta under Produkter men det jag undrar är om det på något sätt går att få till det att dessa 2000…
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Tablets, tablets, tablets
I noticed a trend that tablets are making a comeback; sales have increased significantly in 2020. So I'm wondering: who here use tablets for work? Why do you like it, when is it useful, what apps do you use?
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Pipedrive service subscription- upgrade level for individuals
The one feature I would like to add is the ability to upgrade the subscription type of individuals rather than all users. Only 4 people in my organisation would use the "products" functionality for example, only team managers need multiple dashboards etc.
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battling to setup a drop down menu for new fields? I would appreciate any advice
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Quickbooks et Xero integrations ?
Hey, what's the deal with Quickbooks et Xero integrations? It looks like useless! It could be really useful. Am I waiting for nothing?
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How can I set deal value through automation which should be dynamic in nature. Currently, automation
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IF YOU ARE handling a Sales Team - HOW DO YOU: limit your sales reps to NOT change product pricing w
This has been burning my sales process, I handle a team of 12 sales reps. There are always sneaky ones that lower pricing in order to close deals... Curious on how you SALES MANAGERS are dealing with this situation?
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How do I find deleted contacts?
So, we are in a bit of a pickle. For the past 2-3 years we have used Pipedrive to keep track of ALL our doctor office contacts and referral coordinators. I was informed by my executive director that our account should be full of phone/fax numbers, but when I was given access to the account I found out it was pretty much…