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🧠 Get the Deals Flowing Faster - Sales Pipeline Course: Chapter 7 | 📽️ 2 mins
https://www.youtube.com/embed/GrTjIitPw-YLearn about the fourth and final lever that is vital to having a high-performing sales pipeline: increasing the speed you close deals and getting your pipeline flowing faster. Recap all four levers: * How to add more deals * How to go after larger deals * Plug the leaks in your…
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Forecasting MRR
Is there a way that we can have our current MRR (from deals that we've already won, plus MRR from deals that are in pipeline calculated together to forecast total future MRR?
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Dynamically calculated due dates for activities
Hi PD community, I'm looking for an advanced way to define due dates. Currently we have either static due dates (e.g. 7 days after creation) or dynamic due dates based on the exact value inside a deal custom field. We have a couple of use cases where we want to define the due date based on the date inside a custom deal…
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Hello pipeline community,
I am having technical issues with getting my pipedrive account to Sy
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Main Contact column on Organizations Page
Hello. I have more than 1000 organizations on my list and i want to select and see Main Contact on organization list. Who is help us there, i want to select the one person for each organization next of organization name in Organizations page. Alternatively , if we can get columns from People column , i can get the main…
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Mudar cadastro de Pessoa para Organização
Oi pessoal! Como seu faço para mudar um cadastro de Pessoa para Organização, sem precisar exportar a lista de contatos.
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Hotkey Video or List
Is there a Video or atleast a List of all the Hotkeys that a set by default in Pipedrive? Can they be changed somewhere?
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How do you use Pipedrive for cold outreach?
Hi SDRs, BDRs, Inside Sales Reps, and Inside Sales leaders, how are you and your team using Pipedrive to keep cold outreach cadences, track metrics, and book meetings? Trying to maximize our time and cut out manual work so that we can focus on selling. Any tips or settings I should know about?
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Web form change of ownership
I've changed the owner of a web form and upon doing so expected the note posted to the deal to be posted by the new owner, but it still posts as the old owner. Does anyone know how to fix this?
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Would you find it helpful to be able to share custom fields between the leads and deals? Eg. Show de
Would you find it helpful to be able to share custom fields between the leads and deals? Eg. Show deal custom fields in leads if available.
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Lead data has disappeared
I'm having trouble with using Pipedrive. My Lead data has disappeared and also I'm not able to add any lead/deal. https://share.getcloudapp.com/ApuRzdb6
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Manual Email linking to Deal missing :-/
Hi there, we are having trouble with manual email association through bcc. the right column as shown in the video: https://www.pipedrive.com/de/academy/courses/essential/chapters/smart-email-bcc?ref=help_center_search to manually link an email to a deal/organization is entirely missing. We had it before and it was working…
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🧠 How to Go After Larger Deals - Sales Pipeline Course: Chapter 5 | 📽️ 2 mins
https://www.youtube.com/embed/9GZyvG491V8Four things you need to focus on in order to start going after large deals: 1. Learn about how bigger companies purchase. 2. Focus on bigger companies with bigger budgets. 3. Present logical add-ons and bundle multiple products and services into a deal. 4. Envision yourself closing…
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Email synchronizing for the past 15 days
Hi everyone! Happy to join this community! I'd like my email to synchronize correctly but it still loading for the past 15 days (as you can see in the screenshot) What wan I do please? 🙌 I would like also Pipedrive to match automatically new professional email I sent via gmail, and had them to the company automatically, is…
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How to deal with Sales Force Leads and stages in Pipe Drive
Hi, I want to move my SalesForce data to pipedrive and am now uncertain what to do with the leads. * Do I put them in Pipedrive leads and give them a customized label named as the former lead stage in SalesForce. Might be stupid, if I cant add labels automatically with the import? * Should I build an extra Pipeline for the…
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Hello dear community ! I from Russia :with love:
but i think what this servise for one account is FREE! I make startup many projects without capital &no many no hany& then im very happy sapiens) i very sad and crying what America -по русски Замануха) i go make my personal CRM system in Excel) Google forever! Всем пис энд лав.
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Chatbot generated lead from what page?
Dear community Our chatbot works great. One specific Playbook is implemented on several pages of the site. We'd like to learn on which page a lead did convert. Is there any way to measure this? Alternatively I have to generate 20 identical playbooks, but with the respective title of each page where it got implemented. Ugly…
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Are you seeing value in working with Leads?
I know this feature is still in BETA and I still think this is the professional way to work with leads. But I am missing some key features in using this such as the ability to set goals on leads, have multiple notes on Leads, etc. Would love to get some of your insights on managing and working with leads, specifically for…
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HOW TO - SYNC FOLDERS BETWEEN PIPEDRIVE AND GMAIL
How can I put emails into folders from pipedrive - or is that not a feature? If it is not a feature, has anyone figured out a workaround other than going back and forth between gmail and Pipedrive? i.e. when i get an receipt from a service provider like my cell phone company and I want to put it in my gmail "receipts"…
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Re: visibility for users following a deal.
Why can non-admin users who follow a deal see new note details in the Pipedrive email notification, but when they log in, those notes/details are not visible on the system? What setting can I change so they can view the detailed call notes etc when viewing the deal online?
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Importing E-Mails from previous CRM-System
Hi, we are importing E-Mails from our previous system into Pipedrive. We have all Mails with relevant Data in a XLS-Table. How would you import them? Any experiences or ideas? * As Mail: is not possible to import "Mails" * As Note: with the drawback of only linking a maximum of one person to the note. * As Appointment with…
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Please bring Customfields to the Insights Dashboard
As i am setting up our Dashboard i miss our customfields to track in the Dashboard. Is there a way to do this? To my understanding i can just use some default fields.
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Question: Figure out where business profile is under which board?
When I do a global search for a company how do I figure out what board it's under after I click on the profile?
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EMAIL responses. Best way to track?
After sending an email I create an activity, email activity with the subject 'Did he/she respond to email' and set the due day for a couple days out. Does anyone have a better way/method
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Dashboard for Marketing team
Hi, We would like to use Pipedrive dashboard to follow our marketing KPI, for instance : number of MQL per source, number of MQL per day, conversion rate of MQL to SQL (it's based on pipedrive contact status)... It seems that we can't do anything with Pipedrive dashboards... :( any idea how we could do it ? any tools ?…
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CRM add-on for GSuite / Gmail
Hi I did install the new pipedrive crm add-on for GSuite. But now I can't deinstall the old pipedrive chrom-extention. Any idea how to solve this? best, tobi
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Can you add this option that from the deal page it can chancge the label of the lead itself? I'm sur
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What resource planning software can we integrate with?
In our professional services quotations we allocate future resources. We would need to get insights about the capacity for delivering projects once we win it. And manage the resource in the post sales face. We have an integration with Quickbooks but there is no module for resource management.
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Simple 3 steps to track your prospects website behavior using Google analytics completely for FREE
Simple 3 steps to track your prospects website behavior using Google analytics completely for FREE * Activate User Ids in standard GA :- Once you activate this , it will create a dashboard " User Explorer " under Audience Tab. This basically gives you full view into how users are interacting on your website with timestamp…
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Sales Pipeline View Quantity/Units instead of Value
Hi all, OUr sales targets are based on the amount of money we raise, not the $ amount they generate, which is pretty traditional in the fund management industry Is there any way I can view the Quantity in the pipeline instead of the $ value based on the fee generated? If I could see both that would be of course even better…