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Sales b2b!
revin cu un nou post poate mai activam putin grupul. Cum aveti segmentat procesul de sales B2B? La noi avem asa: Partea de calificare are un flow Partea de sell efectiva alt flow si se bazeaza pe inputul din zona de calificare leaduri. In cazul nostru b2b media & Hr ce am observat ca functioneaza: 1.segmentarea in functie…
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Suggestion on "Leads": Limit the "everyone" view to just the people in your office, or have it only
Suggestion on "Leads": Limit the "everyone" view to just the people in your office, or have it only available to managers. Right now I can see everyone's leads company wide which could lead to problems down the road.
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We're starting our research next week!
We've found enough people to interview for now, thank you all! Hi Pipedrivers, Wow, in just a month we have grown to 50 people in this channel 🚀 Next Monday we are officially starting our research phase. Our goal is to get many valuable insights that will give us enough validation we should build an amazing solution in…
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Translation Mistake: Wrong date format in the Korean version of Pipedrive App
Greetings, I'd like to report a translation mistake for the date format in the Korean version of Pipedrive App. According to the Korean date and time notation, Koreans expect to suffix a day with a unit '일' but Pipedrive app didn't follow this notation: 1. Black Arrow: each date format ends with '건', which is a unit for…
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Please fix: phone pop-up
Hi, When phoning straight from PD: I'm on the Organisation card, I click on the phone number > call from my phone > a very handy pop-up appears. When I'm done, I I click "mark as done" and then "save", PD navigates away from the current Org page - thereby denying me the possiblity to add a follow-up activity. Poor UX.…
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Looking for a GREAT flexible calendar with Zapier / Integromat connection
Hello All, I'm working with a roofing company that has 2 in house crews and sub contracts work out to various crews depending on the complexity and location of the job. I can't seem to find any great calendar applications that everyone can easily access and I can integrate into Pipedrive via Zapier or Integromat. Anyone…
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email synch
how do i have emails sent from a marketing company captured / duplicated in Pipedrive? how do i capture and opened and /or emails that respond?
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What are the available option(s) for sharing a document template via Pipedrive across my organisatio
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Insights dashboards: rolling dates?
We often want to see "in the past 30 days...." or "in the past", what happened with a stage/pipeline. This helps us narrow in on Deal owners that aren't tracking or mistakes. Any way to create dashboards that match this kind of criteria? Examples: * Expected close date < 30 days from Today (with "Today" being something…
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Sending custom field from Pipedrive to Lemlist
Hello, fellow Piledrivers and Lemlisters! I have a custom field on every Organization in Pipedrive called "Industry". Is there any way to send this value over to Lemlist so I can use it as a custom variable in my email sequences?
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Insights
Insights is pretty great so far. Able to build some awesome reports. But I'm having trouble building a report and I don't understand why since I am on the advanced plan that allows for use of custom fields in reports. Deal performance report. Deal value along left axis and along the bottom axis I want to use a custom…
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Pipeline visibiity
How can I limit visibility to only one Pipeline for a sales person? Right now it seems that all of my pipelines are visible to everyone or if I change it to just me, all pipelines are changed. I am not able to figure out how to have different visibility rules to different pipelines.
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Deal Value problem. Pipedrive seems to force everyone to use fix pricing, instead of allowing us fle
Deal Value problem. Pipedrive seems to force everyone to use fix pricing, instead of allowing us flexible pricing as an additional option. I can't use the Products feature either because it's all done on fix pricing. Can someone please suggest to the Pipedrive Engineers to allow us in our auto workflows to allow brackets…
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ADD PRODUCTS TO DEAL - ITEM - Have the items show different
Hello, When you go to ADD PRODUCTS TO DEAL then click on the ITEM, it shows you the items but PRODUCT ID: NAME I would rather this be something else but i can't figure out where to go to change this. My sales people are not going by product ID. Thanks.
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Departments - setting activities
I have 3 people in s department, how could I set an activity for the department, not a specific member if staff? apart from them all logging in as the same person please?
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Hi, how do I best merge organisations that have been created with similar names over the years when
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Overview over sold Porduct
Hi, is there a way to get an easy overview about sold products? E.g. i sold 10 Phones and 2 computers to a company a year ago and 5 additional phones a few month later. Now I'm not sure how many phones i have sold in the past and want to get this information in a matter of seconds. I know i can see the closed deals but i…
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I am looking to connect with other business consultants and brain storm best use cases for using Pip
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What are Sales Objectives? | 📽️ 1 min
https://www.youtube.com/embed/dUfyF7PlK8ALearn how you can set sales objectives for a clear roadmap showing what your sales team needs to do to help your company achieve its goals. Any sales objective that has a chance of succeeding needs to be set in steps: consider setting sales objectives using a SMART mindset. Read our…
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Help! Pipedrive is not working for me and no support people are answering
Why is pipedrive acting so glitchy lately? Been having problems everyday. I've been waiting for a support person to respond to my complaint for over 30 min. Pipedrive pages are taking over 1 min to load. Attachments are not attaching. Emails are not sending properly. Tasks are not updating. Not sure what's going on here...…
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Browsers
I'm curious as to why the issues with pipedrive and Safari and why pipedrive recommends using Chrome or Firefox instead. Since everything I read shows Safari outperforms Chrome and uses way less system resources. Recently when logging in every morning I have had to clear cache in safari because pipedrive redirects me to a…
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Good morning. I've created some products and include them under some categories. How can I create a
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Reseller and Reporting
Hi, I want to pull a report to highlight deals won through resellers. I have added a custom field under deals to name the reseller but I can't seem to isolate that field on any of the reports? Does anyone know how to do that?
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Who would like to see the ability to drag attachments from emails directly from Pipedrive email to a
Who would like to see the ability to drag attachments from emails directly from Pipedrive email to a folder on the desktop like it works in Gmail?
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Deal Label field
Is it really not possible to apply or change the deal label field on mobile or am I missing something?
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Insights is pretty awesome.....
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Goals set up
Dear All, I would like to ask you if it is possible to set monthly goals with different values for each month in one report. Currently I can set goal for one single month only and If I choose "view by year" I have goal set for the chosen month and goals for other months (goal line) is just doubled every month. Thank you.…
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Sharing filters to the team via a link
What would be great with filter is the ability to have link to a specific filter (in the likes of dashboards). Example : I'm the one in the team creating all sorts of filters (persons/company/deals) and reports . If I set-up a filter to create a specific list, I'd like to be able to share that filter, via a link, so any…
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Book some time to talk 🙌🏻
Hi project fans! Instead of polling who available for a talk with me I thought it would be easier and quicker to just drop my link in here. Please book some time with me to talk for about 30-minutes via Zoom about Project Management in Pipedrive. 👉🏻 Find a time that suits you here 👈🏻.
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Is there a way to leverage custom fields in insights/reports?
Hey y'all, My VP of Growth is trying to get the custom fields he made into a report but it doesn't seem to be possible. Any idea of it's a missing feature (if so, when is it coming?) or something we're missing? Thanks in advance!