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Email Display Name
Hello all. When i send an email from within pipedrive. When the email is received by the recipeint, the email display name is "steven.allen" instead of being "Steven Allen". Can I change that anywhere?
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Creating a Referral Rep/Company on forms
Hello Pipedrivers. Long time lurker, first time poster. In addition to direct sales, we are also receiving referrals from multiple partners who we need to track to compensate when sales are won. Right now we have separate webforms for each company with the data fields to identify the rep. But since they are data fields, we…
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Editing Contacts (Remove from organization, but save notes)
Hello, Can I get some clarity on how to edit contacts without losing their history? We have several persons that have retired / changed companies. I'd like to clean up the system without deleting or shifting the notes from that organization.
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What´s your setup/ mesh up for marketing automation? And which Best Practices do you have for market
Dear all, my current setup is Facebook for Ads + LinkedIn for cold calling with new, targeted contacts (starting with Sales Navigator next month) + Clickfunnels for Landing Pages + Active Campaign for Marketing Automations + Pipedrive as CRM + MS Teams for notifications of incoming leads that need to be called back. APIs…
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Realtime pop-up of New Deals since UI change
Hi, please could you help? Before the recent UI change, when our receptionist entered a new deal, it would pop up on our screens as soon as she clicked Save. Since the UI change however, this doesn't happen and we have to refresh several times before it appears. Is there any way of having the original functionality please?…
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User
I have small problem. One of our employees has left our company and he is one of our Pipedrive user. I try to deleting his user account from Pipedrive. There was an announcement that "he is the owner of xxx number of organizations and individuals". How can I easily change the owner (organizations and individuals) so that…
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Name appearance
Hi I'm sending out an email through Pipedrive but the appearance of my name is not in capital, how do I change this?
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Calendar functionality
Hi all. I am looking for a smart workaround regarding the following. We have a SaaS solution where many people have interest in to use. We use Pipedrive for two clients segments. For one segment we use calendar time slots for one-on-one meetings, and we would like to use the calendar also for multiple prospects to signup…
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Add a "are you sure you want to close this pop-up?" question before the Phone from Pipedrive pop-up
Hi Pipedrive team, When I start a call from pipedrive to my phone, PD pops up a very handy pop-up to take notes. However: 1 - it doesn't always detect that the call is over... 2 - when you click X, it just disappears... taking your precious notes along with itself. Can you please add an "are you sure you want to close this…
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Creating a report of deals that lack certain information
Hey, I tried my best but failed so far. I'd like to create a report (a list view) of all the deals that lack certain information like Lead Source (custom single option select field). My need is to: - Be able to create a list of deals that are missing f.e. Lead Source information so I can give it to my Sales Reps so they…
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Why can't I see a Deal change a colleague made?
A colleague add an email to a Deal I own, but I don't see the change on desktop or phone app. I know the change is there, she sent me a screen shot. I'm an Admin user on the system and the change was made >6 hours ago.
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🧠 How to Add More Deals - Sales Pipeline Course: Chapter 4 | 📽️ 2 mins
https://www.youtube.com/embed/doWLnPT9N3MThis video is about the first of 4 levers of pipeline flow: adding new conversations to keep your pipeline flowing. Timo also outlines the 3 steps to having a healthy sales pipeline and explains that you need to continue to find new sales opportunities in order to put new…
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Is there an easy way to copy all records from one Data Field to another Data Field?
I am doing some 'housekeeping' on an existing messy installation. It has a Custom Field called "Position" which is being used to record Contacts' job titles. The Default "Job Title" field is unused and empty. I would like to copy all the records from the custom Position field to default Job Title field then delete the…
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Email conversation linked to different Lead
Good morning, I have an issue with an email thread being linked to the wrong lead, both having different email addresses, companies etc. Did anybody else experience this and could possibly tell me the reason or has a quick fix? Thank you very much.
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Data Field Placement Dilemma
I'd love a vote. I am going back and forth on where I should add "Lead Gen Source" with a list of multiple options. I originally had it with the person as a data field, but there are multiple people sometimes tied to a deal. I then changed it and made it a "lead" field and as leads are added to leads inbox it is a required…
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Delete multiple deals
Hi there, I am still testing out the product. When I imported our data, it created zero value deals for each client. How can I remove them without deleting each deal, 850 times! Thanks for your help Simon
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Link multiple names in the contact field
Hi, I would like to link the children and relatives in the contact information. I have created a field for the "spouse/partner" and linked the corresponding person. But in the contact field, I can only link one person. What if the customer has several children? Do I have to create 5 standard fields with child 1, child 2,…
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Organizations
Sometimes you just have to realize that the best answer is often the simplest and over complicating things can just make it more messy. We were kind struggling with how to organize our database from a person and organization standpoint in certain instances. Organization : property management company Person: property…
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How do you keep track with one calendar on the activities page of Pipedrive?
Hi, I'm trying out Pipedrive right now and was wondering how you guys get organized with the calendar. Currently, I do this with my 15 iCloud calendars via iCal. With export and import, I can also switch to google, but I understand Pipedrive only syncs one calendar. How do you keep track with one calendar on the activities…
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Wie behalten Sie den Überblick mit einem Kalender auf der Aktivitäten-Seite von Pipedrive?
Hallo, ich probiere Pipedrive gerade aus und habe mich gefragt, wie ihr euch mit dem Kalender organisiert. Derzeit mache ich das mit meinen 15 iCloud-Kalendern über iCal. Mit Export und Import kann ich auch zu Google wechseln, doch so wie ich verstanden habe, synchronisiert Pipedrive nur einen Kalender. Wie behalten ihr…
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Data in leads vs data in deals, I don't get it
Please help me with the following problem. I put a lead in leads. Then I search for the person in pipedrive. I can't see anywhere if this person is a lead. So I make a deal with this person (and organization). I can't see this deal with this person in Leads. So I have a person and organization with a deal and the same…
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Does someone know how I can pin a note to a deal in pipedrive?
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Calendar sync - looking best practises
Hi, I am looking for best practise how to sync my calendar with pipedrive. Problem I do not want to create calendar event and then replicate same work in pipedrive. Issues I just need specific events in my calendar to be synced and I do not want to create multiple calendars. Also the ability to choose, where the activity…
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Chceme komunikovať na SK časti podpory pre Pipedrive Slovensky?
Chceme komunikovať na SK časti podpory pre Pipedrive Slovensky?
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Product set to inactive in a deal
I noticed on the web version its possible to uncheck products to have them set as inactive. But it doesn't appear that is possible using the phone app. Is that the case or am I missing something on the app that would allow products to be unchecked.
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ご挨拶
日本のパイプドライバーのみなさんはじめまして！ 既にご挨拶させて頂いた方もいらっしゃるかと思いますが、 この度こちらのチャネルのチャネルリーダーになりました株式会社Mer(https://www.merinc.co.jp/)の澤口と申します😄 これから皆さんと共にこのコミュニティを盛り上げていければと思います！ pipedriveに関するご質問や、機能アップデート、日本語最適化のご要望などお気軽に投稿くださいませ✌️ これからどうぞよろしくお願いいたします！
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Deal Insight report by location
We have address as a custom field for our deals as it is important to us where our deals are being negotiated and won. I would like to be able to get an insight report on deals won by location (eg. state, city or town). Is it possible to do this using the custom address field? I would rather do that then have to create a…
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How to create a to do at 365 days minus 7 of a deal close date?
Is it possible to have a to do auto generate based on X number of days before a date? Like if you close a deal and you want to set a to do a year in the future (minus 7 days) so you can reach out to them right before their close anniversary date?
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Finding my imported leads
Hello. I imported leads and they are merged, however, they are not showing up in the Leads column on my main page. How do I get them there?? Thank you.
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Source - Leads Section
How can I fill the source of a lead when creating the lead? Can't find the field in the form.