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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…
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Readonly USERS
Hi, Could you think to provide a license for READ ONLY users, just for consultant! Thanks
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CallLogs Endpoint - Anyone Using It??
I think it's newer but, I'm curious if any of the marketplace apps are actually using the CallLogs "Add a call log" endpoint yet? I know previously most were just logging a SMS or Call activity but, I haven't tested in a while. Any thoughts are appreciated!
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Any workarounds for adding pipedrive "activities" to your Gcal as a "task" instead of as an "event"?
Anyone have a workaround for adding activities to your Gcal as a "task" instead of as an "event"?? I am hoping to figure this out so I don't have to maintain an entirely separate calendar just for Pipedrive tasks. Currently, having my pipedrive tasks enter into my Gcal as an events, blocks anyone using my calendar booking…
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typy planów
Cześć, Czy mogę mieć różne plany dla różnych użytkowników?
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Best CRM & Tools for selling & marketing team for indian Startup?
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Availability and bookin meetings with pipedrive feature - how it is working?
I wanted to inspect more feature of availability and sharing my time slots in emails instead using for example Calendly. Have anyone been using this feature? I have some questions related to it: * can it be synced with my calendar so it will automatically take out slots when I add something to my calendar? * when booking a…
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Tracking Lead Source via Reports
Hello, I am fairly new to PipeDrive. I would like to be able to track lead source via a standard report. Can someone help me? I am a smb owner and don't have resources to build these for me... Thanks!
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Scheduling tool for sales teams
Pipedrive's scheduler is quite a nice tool but only for individuals. I would like to know best practices scheduling for a whole sales team. I mean that you could have one link on your website "Book a demo with us" and the client is shown one calendar that shows all the available times for several sales reps. How have you…
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Bonuses & Incentives for sales team
I was wondering if anyone has any tips or experiences to share on creating weekly/monthly/quarterly contests or incentives for your sales teams. What works? How did you do it?
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Outlook Calendar Syncing
Hi, I have set out my teams diaries in outlook with reoccurring slots each week, but they show as grey in PD? I need them set up so that they can be amended and deals added in pipedrive - can this be done? Thanks
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"Clicked 2 times" -- Summary Report?
I lvoe the fact that I can see how many times -- and when! -- my contacts have viewed links I embed in my emails! GREAT! Here is what I'm talking about: So, at the moment, I can, * Choose a contact, * Open an email * Look at the embeded link and examine the pop up * IT WORKS GREAT! Thank you! However! ;) I would love to be…
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Automated Backup
We currently export our "Deal", "Orgs/People" and "Activities" to an Excel export at the end of every day....and although this does not take a lot of time, I was wondering if this is able to be automated so we do not forget? This automated Backup would be great if done locally, but also helpful if we could specify to save…
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Is it possible to determine who opened your email using Email Tracking?
If I send an email to a customer with a colleague in copy, does Pipedrive only track the direct message recipients open rate? Or will Pipedrive also track if my colleague opened the email? I have email tracking where the email has been opened once, but I don't know if it's my colleague that opened the email or the…
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How do I keep Regular Users from seeing specific deals in a Pipeline?
Any tips would be helpful.
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Seeking Advice - Organizing/Naming Pipelines
Pipedrive community, I am looking for advice on best practices regarding organizing/setting up Pipelines. I am taking over leading our sales team and the previous manager was not using Pipedrive to its full capacity. We sell digital marketing services (Web Development, SEO, Social Media, Ads, Etc.). Here's our current…
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Products forecast
Is there a way to add products to an open deal and get a report of the forecast quantities multiplied by the deal's probabilities?
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Get lead from deal
Hello. I set up analytics and for this I need to understand which lead this deal came from. Can I get it through your api?
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CUSTOM PRODUCTS SALES. CREATEd 1400+ PRODUCTS IN “PRODUCT" SO FAR
My question? when the customer paid, we add products（created earlier) into the deals. can that deal be used to create a P.O with all the details of products. so my teammates don't have to create again on an excel sheet. it has been a pain since 2020. we want to change. there are 10-20 features in one product including…
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Can I remove the ability to sync email from users?
Can I remove the ability to sync email from users?
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One of my users can't log in how to resend invite?
A user get the following, how can i resend an invite. their pipedrive is already all set up so i don't want to lose that or have them not connected to it.
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Hello! Has anybody had any luck removing products from deals using either automator or Zapier? - d
Hello! Has anybody had any luck removing products from deals using either automator or Zapier? - details - When a deal is won we have another automation to create draft invoice in Xero but there is the odd case where the deal in pipedrive has products attached which aren't 'active' ("enabled_flag": false) - naturally you…
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🧠 Measure Your Pipeline Progress - Sales Pipeline Course: Chapter 11 | 📽️ 2 mins
https://www.youtube.com/embed/s7ejq3Ouphw?ref=community_postEven if you follow the guidance from every previous video in this series, if you don't measure your pipeline it's unlikely to ever reach its full potential. Watch this example of how measuring your pipeline will enable you to spot challenges and tackle them…
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How do I backdate activity as complete?
Sent 250 emails last Friday via gmail-gmass. Tried logging that activity as complete this morning but this doesn't update my activity report for last week.
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Ohjelmistoja.fi Pipedrive kumppani Suomessa
Moikka kaikki! Olen Yannis Doukas ja työskentelen Ohjelmistoja.fi'llä (Pipedrive kumppani Suomessa). Autamme mielellämme kaikissa Pipedriveen liittyvissä haasteissa. Palvellaan Suomeksi ja Englanniksi. Meidän kautta voi tiedustella myös integraatioita Pipedriven ja eri softien välille. Voin tarjota teille tunnin ilmaisen…
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Why do my Insights "Goals" graphics look wonky? The 1. picture is great but in the 2. picture everyt
Here everything looks great! The goal is at the upper part of the display. Here everything is pressed to the lower end of the graphic.