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Problem with creating a deal
Im drying to create a deal but the system immedialy starts to reload. whats wrong with creation of deals?
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Soft skills: The critical sales weapon almost all managers neglect
Soft skills are one of the most important weapons in a salesperson’s arsenal. The right soft skills can directly help you drive revenue and grow your business. Key soft skills include: * Communication (on the phone, over email and face-to-face) * Active listening and the ability to ask the right questions * Building a…
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frequency of email synchronization
How to increase the frequency of email synchronization. I have the impression that my synchronization occurs every 15 minutes, and I would like it every 1 minute.
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Let me test the eSignature function.....before I buy it?
Would like some feed back on eSignatrues in Pipedrive vs PandaDoc? Is the Beta Documents in Pipedrive usable enough to avoid PandaDoc altogether? Thanks! Rick psI would like to try it in Pipedrive but it is not being activated in a Trial?? This was one of the reasons I took the trial -->
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🧠 Make Time For Prospecting - Sales Pipeline Course: Chapter 9 | 📽️ 2 mins
https://www.youtube.com/embed/087zHpE2YT0* ?ref=community_postThe most effective way to have a healthy pipeline is to effectively manage your time. This means making time for all the essential sales activities, including prospecting. However, it can be hard to find time for prospecting, especially if you feel like you…
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Due date option
It possible to have more option in the due date field ?
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Oder of the fields
Hi, I created a field "genre" for the contact person. I need it to know if the person is a "Mr" or "Ms". But I can't order it in the right way with the other fields because they are not customized like "Name". So I have the following order : Name Genre First name Which is not the right order, it makes sense : Genre Name…
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Emails are not syncing.
Hello, since morning my emails in the Pipedrive is not syncing. And I also can't send any email. I get the below message when I am trying to send an email via Pipedrive directly. I have checked in the email integration setting in the Pipedrive and all seems working. "We’re sorry, but the message can’t be sent right now.…
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Trouble with fields
lookin for a solution: it is easy to add a field in an emailtemplate. But it seems pretty hard to start with a friendly hello and then with the fieldname (firstname)
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Uploading to my pipeline within an organization
in my organization, we have many different Pipelines, for different departments, when I upload a spreadsheet and assign all fields, the upload is assigned to a Sales admin person in a different department (it is a lengthy process to get this reassigned to me or my team, How do I upload my Excel spreadsheet and have it…
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How do
How can I log a sales of "off the rack" sales? (meaning, it only required creating a simple quotation for hardware accessories based on customer needs). This sale is only an accessory to a major deal. Should I add product to the major deal? or is there a way that I can I log ? Separate invoice was created for this hardware…
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Outlook drafts
Are emails in my outlook drafts folder supposed to display in my pipedrive email drafts folder?
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Prospecting Tool
Is the prospecting tool useful for financial coaches?
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Besuchsbericht mit Pipedrive möglich?
Hallo Pipedrive Channel, ich habe eine Abteilung übernommen und möchte nun erstmalig Pipedrive als CRM nutzen und etablieren. Da ich auch Außendienstler im Team habe, möchte ich gerne auch Besuchsberichte einführen. Kann ich in Pipedrive irgendwie (klassische) Besuchsberichte erstellen? Also: Mit wem und wann getroffen,…
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Exportieren von Deals mit allen Aktivitäten/Posts/etc.
Hallo, ich habe unter meinem Haupt-Account begonnen, Kontakt zu Lieferanten einzulegen. Dies seit einigen Monaten. Nun ist aus dem kleinen Projekt eine eigene Firma entstanden, natürlich mit eigenem Account bei Pipedrive. Hier gibt es jetzt auch neue Mitarbeiter, die nur diese Kontakte, nicht aber andere sehen sollen. Gibt…
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Hi! Is there a way to export all your deals with their corresponding notes somehow?
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Lead API feature request: find lead(s) on Person and/or Organisation ID
TLDR?: Request API option to find lead on Org ID and/or Person ID Hi team, great to see the progress on the API's, esp for Leads which we're embracing. I have a request (following some open issues in the dev-channel): Can you please allow for an endpoint to get Lead(s) by either Person or Organisation ID. Or something…
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Is posible create and integrate web forms between Webflow and Pipedrive
Hi guys! Sorry for my english, im italian, i am not so proud of my level! I wonder if it is posible to integrate a web form created in WebFlow (CMS) with out paying "LeadBooster Pack" which means an extra cost only for create the integration. I mean, I do not need to create the form in pipedrive, I only need that the info…
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Missing and disappearing activities?
Has anyone else been experiencing activities disappearing from their lists? I've now found two tasks that were on my activity list that are no longer there. These were linked with contacts, organizations, and deals, and these don't show up in any of those places. I get the daily "Activity Reminder" email, and I went back…
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Pipedrive is Category Leader for Lead Generation software by GetApp 🏆
Pipedrive wins as Category Leader in Gartner Digital Market’s Report Pipedrive has been announced a Category Leader for Lead Generation software by GetApp. LeadBooster has been our most successful launch to date with more than 300% growth over the last year. We’re thrilled that our product is so highly rated by users who…
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I am trying Email syncing for 6 days, but it is shown as syncing till not completed. please help.
I am trying Email syncing for 6 days, but it is shown as syncing till not completed. please help.
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Adding sub organizations?
Is there a way to add a sub group to an organization? Ex: Keller Williams may be the primary but they house a lot of internal realtor teams... thx!
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Renewal deals in Pipedrive
Hello everyone, My team and I are looking to test our approach of supporting the Renewal deals in Pipedrive. We're in the early stage of defining solutions for the problem and thusly are very eager to get insights from our end users. If your company has renewal deals, please leave your comment here so that I know whom to…
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Hi, we are trying to carry out a product mix analysis. Is there any way to create a filter in the de
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Integration
Has anybody integrated pipedrive with the Sage platform?
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Renewal dates being set to 2001 automatically when importing spreadsheets
I am having a couple of issues with importing spreadsheets from Excel. The biggest one being that it is taking my information about renewal dates and automatically change them to renewing in 2001. I have put the full date in on the excel side of things and I have also confirmed the format of the date during the import…
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Insight Graphs
Is there a way to structure the graphs in the "Insights" feature that would easily compare monthly and quarterly bookings to the same period last year side by side? Currently, I only see the options for chronological so if I want to compare February bookings this year to last year I would need to show 13 months on a graph.
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Hi, we are using e-mail sync, but we find that some e-mails are not showing in our inbox or sent ite
Hi, we are using e-mail sync, but we find that some e-mails are not showing in our inbox or sent items box.
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How do I email #sales calls to multiple clients at once?
#sales tips and tricks
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🧠 Empty the Pipeline to Keep It Flowing - Sales Pipeline Course: Chapter 8 | 📽️ 2 mins
https://www.youtube.com/embed/1MkUDwu9j3AA clean pipeline is a healthy pipeline. If your pipeline is full of cold leads and non-responsive contacts, it might be time to flush it out. Identify leads that aren't going to close and leads that aren't ready but are worth following up with at a later date. Download our Sales…