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Run query / filter on recorded calls
Can I ran a query with a filter on recorded calls. For example # recorded calls/ month (or month to date)
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Need to be able to change columns in Leads Inbox.
I understand you're working on this since the Leads Inbox is still Beta. However I'd appreciate if you can speed this up as I can see this has not been resolved in at least six months from looking into previous posts by other users. Thanks,
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Organisation data for the deal
Do I have to fill in details of the organisation that I am making a deal with everytime, or can the tool fetch the data from the organisation? I guess it copies the data to organisation when I fill in the data for the deal?
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Update Deal Label from Autopilot.
How can I update the label of a deal from autopilot. I can update other fields from the 'Update Deal Fields' action, but I do not see the option for label.
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can‘t save an activity
when writing a longer email in pipedrive, the save is not visible anymore. Even when scrolling down it does not appear again. Use chrome. Every advise is helpful. Thank you
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I have synced the wrong calendar and unable to remove those entries!
I am new and sadly; I have synced the wrong calendar. I now cannot remove the residual appointment entries left from this wrong calendar. I have tried syncing and un-syncing with the new calendar which has failed to work, help please?
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🧠 Plug the Leaks in Your Pipeline - Sales Pipeline Course: Chapter 6 | 📽️ 2 mins
https://www.youtube.com/embed/LtQ2I8O3eSwLearn why plugging the leaks in your sales pipeline is an important step if you want to increase your closing rate in this video. The 4 key steps: * Work with the right people. * Go before you’re invited. * Drop the wrong prospect as soon as possible. * Get to know your potential…
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Nos emails ne sont plus synchronisés
Bonjour, depuis ce matin, nos emails ne sont plus synchronisés sur Pipedrive, alors que nous les recevons sur OVH webmail. J'ai évidement désactivé et re activer la synchronisation. Que faire de plus ?
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Critical Privacy Issue: Emails within company (e.g.: with HR, CEO, etc.) are synced
(This is a critical privacy loophole) My emails to HR, Supervisor or CEO can be synced in Pipedrive. This is a very severe privacy risk and breach for Intracompany communication. A common test of the sales pipeline is testing with an employee's work email address. If a work email is entered into Pipedrive then the full…
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Make hovercards customisable & clickable
(the ones shown here: Deal, Org, Person hovercards) https://support.pipedrive.com/hc/en-us/articles/360000106249-Detail-View#C1 For instance it'd really help me if I could have a person's Job Title in their hovercards. It'd be nice too if clicking their email address took you straight to the email editor.
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Can't locate Required fields or make some fields important
I can't seem to find "Required" Fields and certein fields like Name I can't edit. Only Copy API.
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Export list of Main contact / Deal
Hi everyone. Sorry to bother, but I was unable to find an answer in the tutorials. I would like to know if it is possible to export a list of all the main contacts ("person") of each deal, including their details. Thanks a lot in advance Jeremy
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Exporting data
Hi all - how does one export details of Won Oppty's including the payment schedule of each? PipeDrive seems to be very limited in export capability... thoughts?
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Looking for Inspiration
We have been working with Pipedrive and we like it a lot. But we are curious on how other business are making use of Pipedrive, therefore I would like to get in touch to get inspired...:-)
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Mailigen vs. Pipedrive Zip Code recognition in filters
As you may know the autofill google addresses in pipedrive do not always populate the zip code in the address field. However if you build a filter for organizations in that zip code they will still be captured by that filter when the zip code is not populated. The bad news!!! if you create a segment in Mailigen using the…
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Ist der Versand von Kalt-E-Mails nach wie vor der beste Weg, um neue Leads zu erreichen? 💡
Die aktuellen Anpassungen der Allgemeine Datenschutzverordnung (DSGVO) von 2016 hat Änderungen bei der Art und Weise, wie wir Kalt-E-Mails verfassen und versenden, mit sich gebracht. Sind diese nach einigen Jahren der Adaptierung immer noch der beste Weg, um neue Interessenten zu erreichen oder erzielen Sie mit anderen…
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Data Works, And Then It Doesn’t. A Salesperson’s Look At 2021 Planning.
One of the truths in sales is that repetitiveness is the path to oblivion, both for your company and your role as a manager. With the new year here, take time to hit that refresh button and look at your forecast with a critical pair of eyes. Don’t assume anything. Don’t think you control your market or customers. Let the…
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Synchronized Outlook Account
Hello everybody, i need help. My E- mail account doesn´t sync with Pipedrive. When i re-authenticate my email adress, it shows an error message. What is the next step? Greets Anna
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Can we colour the tiles on pipedrive view??
In this video https://www.pipedrive.com/en/academy/courses/get-started-with-the-basics/chapters/pipeline-view?ref=help_center_search the tiles have colours on them can someone tell me how to get this on? it is some sort of priority?
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Set up question for a Business Broker
Hi everyone, I'm a business broker and my deals represent companies that I'm helping to sell. I associate my client (the seller) with each deal, but I'm struggling with associating and tracking each buyer with a deal. Buyers are often associated with multiple deals and will have a different status with each deal (i.e. "NDA…
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Signing up and syncing email
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Deal value
How do I add a deal value to a deal once it has been created?
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Import Data
I'm trying to upload an Excel file, but I'm getting the following message for a skip reason. (Person) Unknown method. Does anyone have any ideas on what would cause this error? JD
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Can anyone help me
how do I make an activity re-occurring
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Best way to track our success against our sales competition?
I am curious about the best way to track our success against our competition. My team regularly competes against 2-3 usual suspects. I understand I can do this through custom fields, but I would need to jump into the professional plan. Is this the only way? Should I consider the label feature? I would also like to consider…
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Is there a way to only display the custom fields (on the left hand side) which have been completed?
We have lots of custom fields, only some of which will be completed for each deal. It's confusing seeing so many (especially when lots are empty). I'd like to set it so only the completed custom fields are displayed on the left hand side. Is this possible?
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Import / Migrate from unsupported other CRM (Daylite)
Hello, we are considering migrating from Marketcircle Daylite to Pipedrive. However, Daylite seems to be only rarely used and no migration services support this software. As I am/we are proficient in IT/Data topics, our plan would be to do the migration just in-house. Daylite provides full CSV exports for all data objects…
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Create deal in another pipeline automatically when marked as won
New to Pipedrive. I can't figure out how to create a new deal in my Commissions pipeline when I mark a deal as 'Won'. Suggestions?
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Reopen an already won deal and mark it as won again
Hi all, How do you prevent reopening a deal that has already been won? The possibility to reopen a deal from the last reporting period and mark it as won again allows to influence forecasts and evaluations. Unfortunately, there is no way to restrict that by user rights. Andri Annuka gave us a good tip to use automation to…
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Is there a way to add a product but make the price scalable/custom?
Hey community - We have a slate of 10 - 15 core products we'd like to track in Pipedrive, however, these products do not have a fixed price. For instance, we might have a product that we may sell as $100k, or $1MM depending on the sales plan - It is scalable depending on the clients needs. The problem is the product…