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…
We use the Web Forms very intensively for lead generation on our website. As we are a company based in Germany, the most GDPR-compliant implementation of our website plays a (unfortunately) major role for us. Among other things, we are not allowed to load external fonts. In principle, loading local fonts is not a problem.…
Hi, In order to evaluate our team's response when deals come in, I would need to store how long each deal stays in a specific stage. It sounds easy but haven't found any built-in functionality to do it. I am OK to do it with Make (integromat) if that would help. Has anybody done this before? Thanks
Hi all, for example I have 10 Filters related to follow-up, 10 for sales, 10 for something else. So the filter list in contacts is veeery long. Can I sort the filter into categories, folders or groups? Thx all!
I want to get a notification, or trigger an activity, for People or Organizations for which I haven't had any interaction with for a set number of days. For example, if there's been no communication with a specific customer for 90 days, I'd want to get an alert to act on them. Pipedrive used to have this feature in the…
Hi! We have a request to be able to pre-fill fields on demand. I.e. there is a fee, or a clause that we always want to be a certain way so that it would reduce time spent on creating a deal as the value is set, let's say at $500. Now, there can be exceptions, so then the field can be edited for, say, $450. But, until this…
All of my current activities have been deleted. This happened once before and I had to go to my deals, check their emails, and set up the activity again. How can a mass activity delete happen?
Hi Team, It would be great to apply lead labels within filters (unless I am mistaken). I appreciate there is a "label drop down" however it doesn't substitute for full filtering functionality. Any suggestions?
I've realised that for many Sales Inbox emails I've synced to Pipedrive, they aren't matching to the Deals. So I've then gone and looked at the Deal and then either the person I've emailed isn't linked to that Deal ... or the person is missing their email address! Question - my feeling is that emails are only automatically…
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