Hi, We're a startup selling multi-year services, for different lengths of time, and for the sake of reporting and pipe overview, I'd like to be able to see (or organize my filters according to) both annual revenue forecasts as well as total contract value. Is that something that can be done? Thanks a lot for the help!
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
Managing contacts and keeping data tidy in our CRM always feels like a game of whack-a-mole. No matter how often we try to clean things up, duplicates and messy data creep back in. Just curious, do you take time to regularly clean your data? Do you handle it internally or use any helpful tools? As our team is relatively…
Since signup, I have not been able to get a human person using pipedrive. At this point, I am close to doing a chargeback as it seems pretty fraudulent to give the appearance that you will be able to speak with a human only to not be able to get one. Examples: "Sorry, as a bot I couldn’t find an answer for that. Here’s…
We are in commercial real estate and we have a lot of listings. We create a new pipeline for each listing we get and a "deal" for each prospective tenant we engage to lease or purchase the listing. We take notes on our calls and activities for each of these deals. We want to generate a report in Insights that includes: A)…
Is there a way of purchasing a larger amount of basic seats (just to use CRM) in combination with our existing professional seats?
How are people using Lead Title?
I'm new to Pipedrive. From the contact tab, I click on the contact name. 1) I added the activity to follow up via email 2) I added the deal. The activity does not appear in the next activity column when I go to the deals tab. But it is showing up when I go back to the contacts tab. So then I have to go into the deals tab,…
Greetings, In the insight deal conversion report, deal status has three options: open won lost I'm wondering whether we can also check 'deleted' deal status when making a conversion report. Background One of my clients allows users in his company can revert their deals to leads. (This is required for his business.) But…
I am brand new to Pipedrive. When I convert a Lead to a Deal, the Notes and Tasks do not transfer to the Deal. Same thing with converting a Contact to a Deal. How can I make these conversions so that the Notes and Tasks are carried to the new status?
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