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Changing color or font in email
⚠️ Update: to have this new beta feature activated in your account, please have an Admin user reach out to our Support team. It cannot be activated through Community. Thank you! ⚠️ *************************** Hi, I am sometimes copying email from word, which has different font and color as the set up in pipedrive. When I…
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Email visibility in deals
I love the pipeline visibility. What I'm struggling with is tracking information. My "deals" are all people. Meaning, I'm reaching out to one person per deal to move it along. Maybe I'm missing something, but I can't get all the information in one place. I make notes and track activities in the deal, but email threads are…
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Sales documents
Watching the video for sales docs it shows the document pop up in a partial window. But when I open a sales document it opens in two entirely new tabs of my browser each time which is really confusing. Is something wrong with my account?
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We would like to have the possibility to search by the Deal ID, which ensures direct traceability to
We would like to have the possibility to search by the Deal ID, which ensures direct traceability to the exact deal with wish to update. We have made a full extract of all company deals so that we can clean up old deals left by past employees or that are no longer in line with company sales strategy. Today we can search by…
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How to Forecast Commission from revenue earned on the close of a deal?
HI. So lets your an independent sales agent and the Value of a deal your about to close is USD 1000 and the commission your about to earn from this is USD 200. How can you put this information in pipedrive? Thank you.
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Will hitting reply forward the original email?
Help! I am fairly new to Pipedrive and and struggling with simple things like how to send a quick follow-up email on top of the original email. HItting Reply doesnt seem to send the original too although they appear as connected in pipedrive.
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Folder Drive
How can I attached drive folder to a deal?
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Adding leads from persons in batch
Hi, I just wanted to ask, is there any way, how effectively add persons in batch to leads?
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Customer onboarding solutions!
I've recently joined a SaaS payments business and inherited Pipedrive as a CRM. Very impressed so far and have begun to invest more and more time building to automate as much as possible. I've recently added Docusign which we will be testing this week. One area we're exploring is the ability to onboard customers using a…
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Doublons multiples
Bonjour à tous, Depuis quelque ssemaines j'ai un problème, le système génère spontanement des dizaines de doublons sans que nous le choisissions. Ave vous déj à eu ce bug ?
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파이프드라이브 가이드: '분기별 생성 진행중 거래 보기' 필터 설정
질문: 파이프라인 필터에서 '이번 분기', '지난 분기' 이외에 다른 분기를 보려면 어떻게 해야 하나요. 답변: 분기에 해당하는 날짜를 직접 입력하여 필터를 생성할 수 있습니다. 예를 들어, '2020년 1분기 생성하여 아직도 진행중인 거래'는 다음 세가지 조건을 모두 만족해야 합니다. * 현재 상태가 '진행중 open' * 생성일자가 2020년 1월 1일 이후 (2020년 1월 1일 포함) * 생성일자가 2020년 4월 1일 이전 위 세가지를 모두 AND 조건 연결하는 필터 만드는 방법은 첨부한 동영상 참고하세요. 마찬가지로 '2020년 2분기 생성하여 아직도 진행중인…
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Search in Pipeline
Why we don't have search functionality for visual pipeline?
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How can I delete bad information (contacts, companies etc)
New to Pipedrive and was asked to sync my contacts. In doing so, a lot of bad information or irrelevant contacts were part of that process. How can I remove contacts and/or companies from my Pipedrive so it’s clean?
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Microsoft Teams within Pipedrive
If have problems installing Teams in Pipedrive. The following error it gives: {"error":{"message":"Invalid input: \"code\" is required","code":"ERR_INVALID_INPUT"}}
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Email open and click rate tracking is not intuitive: didn't realize I had to turn it on in settings
I was very excited to send my first batch of emails and see how well it was received. I had gone through the email setting section and turned all the green buttons to "Yes" that ask if you want to track open rates, click link rates, and get notified of activities. I thought I was all set and send out a few group emails.…
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בקשה לחתימה על הצעות מחיר דרך Pipdrive
שלום לכולם, רציתי לשאול מי משתמש בבקשה לחתימה על הצעות מחיר שנשלחו דרך פייפדרייב? במידה וכן האם זה משהו שבדקתם עם עו"ד וכביל? תודה מראש, עומרי
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Workaround for re-routing?
We just moved from Drive to PipeDrive ChatBot which has limited features by comparison. We love PipeDrive, we're just underwhelmed by the ChatBot so far. Has anyone found a workaround for the fact that when you ask a question, it automatically creates branching based on the response? In Drift, you could ask a question with…
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How to split a contact name into first- and surname
I understand from the forum that the fuction to split contact names into first- and surname needs to be enabled individually. Can this be done via this request?
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Soft Skills: Das entscheidende Verkaufsmittel, das aber fast alle Manager vernachlässigen
Soft Skills sind mit die wichtigsten Mittel im Repertoire eines Verkäufers. Die richtigen Soft Skills können Ihnen direkt dabei helfen, Ihren Umsatz zu steigern und Ihr Unternehmen zu vergrößern. Zu den wichtigsten Soft Skills gehören: * Kommunikation (am Telefon, per E-Mail und von Angesicht zu Angesicht) * Aktives…
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How do I find Partner generated revenue?
Hi, Looking at Pipedrive for our company and have a question. We have a a lot of agencies working with joint customers and referring them to us. We have the contract with the end customer. How can I get an overview of all the deals a partner has generated without looking through customer by customer.
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Mandatory and Important fields should stay active when the deal is won because some fields must be f
Mandatory and Important fields should stay active when the deal is won because some fields must be filled-up once the deal is won and not before
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Come celebrate our good news 😍
Outplay has raised 2 million dollars in seed funding from Sequoia. https://www.youtube.com/watch?v=jmVVjG-FLkMFor those who don’t know about Outplay, we provide businesses with a sales engagement platform that helps sales teams plan, execute, track, measure, and optimize interactions between companies and their prospects…
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Best Practice with Suffixes
Hello all, I am migrating a large set of data to Pipedrive and, ideally, would like to map suffixes to their own field rather than include them with their respective name. This will ease future reconciliations and mitigate the possibility of dupes being created. My only concern with creating a custom field is the possibly…
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Cold emailing structure in pipedrive - Leads or deals? Let's discuss best practises
Hi pipedrivers, I am working on new process. Basically we have list of people in PD and our salesman goes and calls these people. There is some process and at the end the response is either yes, no, not now but in future, no response. I am thinking, what is the best practise, currently there are 3 possibilities: * keep…
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Looking for a Partner to be company's technical lead. US-based preferred
Hello. I'm brand new here to the community, but pretty familiar with PD. I am launching some new services for my company and on is the implementation of PD. I will handle the sales and some of the implementations, but I'm looking to partner (independent contractor) with someone that can handle the technical aspects of the…
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Empty pipeline
Dear amazing ladies and gentlemen, I'm totally new to pipedrive. I'm a sales rep and my company added me to their account. My pipeline is still empty though. Question: Why is that? And do I NEED to complete the entire setup before to import the leads? A big thank you in advance. Roberto
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Pipedrive
Hello everyone. Have a little issue. I'm trying to add a lead and then pipedrive throws me out to the deals list. Does anybody know why is it happen? Thanks.
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email sync not working for a month..
I reported an email Sync problem on April 24th. Every week I am told they are looking into it. It's almost a month and I only hear "we are working on it". Has this happen to anyone? I have asked for an estimation so that I can plan and train 5 people that are idle for the whole month waiting for this to be solved but no…
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WOW was that difficult. Adding a new person to a Deal.
WOW was that difficult -- Adding a new person to a Deal. Am I missing something here or is this a big hole in Pipedrive. Hopefully it can be fixed. This will happen to us often. * Deal was started with Kyle who setup the sales demo. * Demo involved Jason (new) and then he got into the email thread. Jason is the main guy. *…
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Please fix. I need to reply to the email I'm CC'd.
Please fix. I need to reply to the email I'm CC'd. I'm CC'd on the email. But I can't hit the reply button. Of course I want to reply within the CRM. * Reply to Email <--- PLEASE FIX. NOTE: Why can't I upload an image to the forum? I'm trying to upload a screenshot, it requires a video type or pdf type, ugg. So I made a…