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Can I get just one person on the Professional package when everyone else is on the Advance package?
We are needing the ability to get just myself to have access to creating extra Dashboards for tracking the sales team, but to get this we need to be on the Professional plan, however we dont need all the additions that come with it. We have 6 team members on Advance, but we only need 1 person on professional, whats the…
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Can you share some sort of timeline for new Projects features?
We've been using the Projects feature for over 6 months now, and I am consistently disappointed that it seems to be an afterthought. It also seems like any further development on this feature has been deprioritized, because I have seen zero new features since we've been using it. Here's a (partial) list of things that are…
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Linking multiple contacts to the same PROJECT
We have multiple clients where there are multiple people in that organization we have to communicate with regularly concerning a single project. By only having the ability to link one contact to the project, we are missing emails from others inputing on that project. I know that you can link multiple people to the…
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Updating Contact: Customer Contacts who leave an Organization, do you delete or change their name?
We have a customer who has a main contact who left the organization. We want to keep track of all their emails for historical reference so we don't want to delete the contact from our Pipedrive. Is there a way to keep the emails while deleting the contact with their contact email? I thought of keeping the contact and…
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Different Pipelines - way how to automate the whole process in one pipeline and see a better report?
Hi, we currently have several pipelines where we manage clients - cold calls, inbounds, referrals - but we don't have a professional account and so monitoring reports is more difficult. Is there any way to manage only one pipeline, but we can select the filter where the deal came from, so we can see the global report with…
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Is this a way to avoid email tracking for emails opened by a colleague in cc (another user of Pipedr
I mean: if I send an email and put a colleague in cc, I don't want my colleague to be tracked, I am only interested in knowing one of the destinataries opened it. If the email is tracked also for the people inside the sender company, it looses functionality... but may be it is not in Pipedrive's hands
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Website tracker for multiple Websites
Hi! We want to do lead generation with website tracker. Can we have multiple sites and see which site tracker is used? Martin
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Pipedrive is down, any idea when it will be back up again?
I can't seem to access any of my contacts, activities or anything else in pipedrive - anyone know whats going on?
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Create a lead by sending an email
Hi, Is there a way to create a new lead just by sending an email? (my usecase: from my Outlook, I just send an email to xxx@pipedrive.com, adding the lead email in the subject for example. Then pipedrive adds the email as a new lead and starts the automation). Thanks, Matthieu
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Getting started with Pipedrive [VIDEO]
Hi everyone, I just re-recorded my guide on how to get started with Pipedrive, intended for anyone new to Pipedrive and not sure where to start: 0:00 - Introduction 1:04 - What is Pipedrive and how is it different to other CRM's? 3:20 - Navigation 5:56 - How information is organised in Pipedrive (Org, People, Deal, Lead)…
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Tasks & Activities Gantt Chart
Hi there, when tasks goes properly live in January, will there be plans for a gantt view and will that data be exportable? Really excited about the PM toolkit dev. Keep at it!
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Auto/default enable email tracking
How do I do this? I don't want to manually enable email tracking for every email I send and risk forgetting. I read here that the next email will carry over the last email's tracking selection, but that is not the case. There has to be an "auto/default enable email tracking" and link tracking for that matter.
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"Person type fields have been mapped but the required field is missing. To continue import, map Pers
Trying to upload a list of organizations, and was hoping to add the contacts later. So i keep getting this message when uploading an excel file Person type fields have been mapped but the required field is missing. To continue import, map Person - First name or remove person type fields.
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Reporting on Deals Participants Orgs
Any way to have a report, or have the ability to run a deal report that would associate the participants on a deal up to the Org, so I can see how many deals are associated with the Org.
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Antispam filter?
Hi, How are people blocking spam emails getting into pipedrive? We get a lot of spam emails to our systems so I'm trying to work out if any plugin can kill it. Otherwise we have to go up to the server level. Damian
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Can we build an activity report showing email, teams calls and meetings
I want to build a report showing the activity of the users for emails, calls teams calls meetings all in the one report. Can this be done
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Bulk Edit Parent Organization
Hello! I've been looking around but I haven't been able to find a way to bulk edit organizations from a "parent:child" perspective. Is this still not available? I'm new here, and the previous threads I've seen didn't have any recent updates, so I thought I'd ask. If this can be set during the data import process, I'm open…
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Is there a way to identify duplicates with some extra requirements
I would like to know if there is a way to identify duplicates that have some extra requirements in some custom fields. So let's say there is a list of 500 companies. 100 of them have a custom filled in with some data. This is the requirement. I only want to find the duplicates of the 400 companies that have the same…
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Recurring Order Cycle Data
Hi Everyone, I am working in sales for several food & beverage companies. All of them use or already used Pipedrive now. I was wondering, in order to keep sales people for the majority of time in pipedrive without switching back and forth with other tools or accounting software, if there is a way to show the avg amount of…
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In smart docs is it possible to include fields for the receiver to fill, like form?
Billing address accounts receivable name, phone number, email. Preferred billing frequency, etc?
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I sent email from the deal on PD but it is saved to the person not the deal
Does anyone know why this is happening and how to solve it?
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Anyone else having issues with Activities
I'm finding that Activities are not loading in deal pages, and any pending (not completed) activities aren't showing up at all, even newly created ones. This is also happening to others in my business and it's super frustrating. I've logged out and back in, refreshed it multiple times, but still unable to see active…
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How to add a product to all selected deals?
I wanted to use the bulk editor within the "Deal list view" section. But: the category I would like to edit is "Product name" - which can not be found within the bulk editor. Question: how do I add a product to all selected deals? Thx Eike
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Is there a way to export the summary part of the report table?
I can only get the export option when the "Deals" tab is active, however there are some scenarios where it would be helpful to export the "Summary" tab contents to a spreadsheet.
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How to export a list of deal contacts & other participants of the deal ?
Hi there, I'm trying to get a list of all of the contacts for a specific region. I go to contacts part and filter the results for the specific regions I want. Until that point it is okay but then I realized that the list does not include the other participants of the deal. How is it possible to export a list of all the…
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How to prevent attacks from web forms?
Today we experienced an attack on our web forms. Same email test@test.ie and phone 999999999. Can you help us investigate who is attacking us and help us to prevent this in the future? Does PipeDrive detects bots (like Google does)?
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How do I create a report of total deals value per month?
The reports always show deals created per month, or lost per month. I just want a total number of deals existing in the pipeline that month, or at the end of the month. Please help!
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How can you automatically export data (deals, activities) out of Pipedrive at regular intervals? I w
How can you automatically export data (deals, activities) out of Pipedrive at regular intervals? I would like to have an app that mimics the manual Export Data functionality at regular intervals, and writes that to a Google Drive in a CSV format. Flatly.io came really close, but it uses system field names as column names.
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How to create a reporting based on the progress of a phone call campaign ?
Hello, We are targeting several industries and I would like to create a reporting based on the progress of a phone call campaign per industry. Do you know how I can do it on Pipedrive ?
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Deal page Slidebar section limited width space
In the former version of Pipedrive I was able to increase or decrease the width of the slidebar section. Now fields like the phone number, email and my other custom fields "crunch" up the data. This makes the data aesthetically unpleasing and lengthens my Deal page size quite a bit. I spoke to support today to make sure I…