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I need to have it set so that my teams can see the activity and insights with users of just their te
I have a franchise system with multiple locations with each location having their own team. They each have individual "groups" for visibility of deals they have teams so that sales teams can be grouped for insight and goal purposes however, for the team to see eachothers stats - they need to have the permission for "see…
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Insights - usability testing invitation
⚠️ Update: all slots are filled, thank you for your interest and stay tuned for more invitations! 🚀 ------------------- Hi everyone! We are currently working on improving Insights and we need 5 people by Wednesday who would like to participate in 15-minute usability testing of our latest prototype. If you are a team…
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Bug Report: Scheduler email subject doesn't appear as expected in Naver
Greetings, I recently tried Pipedrive Scheduler, but only to find out that its email subject doesn't work as expected in Naver email, a popular Email provider in South Korea. In the Pipedrive Scheduler email notification, as you can see from the attached screenshot, the subject contains unnecessary HTML tags as follows:…
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Can you hide the live chat widget if no one is "online"?
Instead of having it send an automated message if no livechat member is online, is there a way to hide the button altogether when no one is online? Thanks.
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Ich habe eine Frage zu Label Funktion in Pipedrive ( siehe Video )
Danke Ich habe weitere Labels vergeben. Sie tauchen aber in der Workflow Automation nicht auf. Nur die 4 Standard Label sind dort. Gruß Florian https://www.loom.com/share/0599ddbba49742aa93867299ca6e9dc9
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🧠 Sales Pipeline Course: Chapter 3 - Get Your Pipeline Stages Right | 📽️ 2 minutes
https://www.youtube.com/embed/yKqM-IcmtCATo define the stages of your sales pipeline, you need to work out the stages in your sales process that your team follows to get customers. Doing this saves time and gets everyone in sync. It also helps you set more specific activity goals. In today's chapter, Pipedrive Co-founder…
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Do you know which channel your prospects like to be reached out on?
https://www.youtube.com/watch?v=Yy1puXAvEWM
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How will I handle updating prospects that have wrong phone number or as not interested? Do I add a s
How will I handle updating prospects that have wrong phone number or as not interested? Do I add a separate pipeline per category and add trigger for that deal to move from 1 pipeline to the other?
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Most efficient process for having admin staff creating deals
We want admin staff to have the capability to add deals for a specific pipeline, including adding some initial notes, and attaching files. The pipeline will then get worked by another user (Sales). What is the most efficient process concerning owners, etc.
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question: why do I have, as a task, to call all the name of the importations i made??
hello, I am very new... french is my mother tongue... I try to import data and to each new client name I have an activity that is automatically added : to call that person. how do i delete this activity? I don't want to call all the client I add... at least not now... Many thanks . Tiphaine.
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Creating a marketing campaign with customers that have previously done business or shown interest (q
I'd like to be able to export a list of lapsed customers or contacts that have previously contacted our company. I have tried doing this with filters, but where there are multiple contacts for a company there may be some contacts that have requested a quotation a long time ago, and yet other contacts have regular contact.…
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Custom Reports
I have 3 categories of customer. Let's say Football, Baseball and Hockey. Within each category I have sub categories, let's say Bears, Packers, Vikings. I want to run reports of projected revenue in each category as well as each sub category. So I want to run a report of how much revenue I am generating from each NFL team…
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Tracking projects after a win. How do you use Pipedrive to manage lets say assigning tasks to your p
I work for a LED lighting manufacturer. We currently use Copper, and I want us to move to Pipedrive. Copper has a section for Projects, things that have to happen after a sale happens (ours has To Do, In Progress, and Done in a board view). Is there anything like that in Pipedrive? I know there is an integration to Trello,…
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Importando do Excel
Estou usando o Excel para fazer os cálculos que o Pipedrive infelizmente ainda não faz. Mas mesmo exportando os dados do Pipedrive e depois importando tenho que manualmente identificar os campos Deal - ID bem como o Deal - Title. Alguém sabe como me ajudar? Muito obrigado
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Importando do Excel
Estou usando o Excel para fazer os cálculos que o Pipedrive infelizmente ainda não faz. Mas mesmo exportando os dados do Pipedrive e depois importando tenho que manualmente identificar os campos Deal - ID bem como o Deal - Title. Alguém sabe como me ajudar? Muito obrigado
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Almost no one wants to interact with our chatbot. Does anyone have similar experiences or ideas on h
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Question: How to track leads that are converted to deals
I have many deals that are converted from leads. Then how can I see only these deals in pipeline view? I'd like to measure the efficiency of leads, and I'd like to know the ratio of leads converted to deals.
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Tasks
Tasks
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Mehrere Standorte eines Unternehmens / Multiple locations to one organisation
Gibt es eine Möglichkeit einer Organisation mehrere Standtorte zuzuweisen? Im konkreten Fall sollen unsere Ansprechpartner Adressen zu einem z.B Weihnachtsmailing über einen Filter ausgegeben werden. So weit so gut & einfach. Allerdings sitzen verschiedene Ansprechpartner bei einigen Unternehmen an verschiedenen…
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Contact Form Notification
I'm using Pipedrive's web form as a contact form but I don't get a notification if someone uses it to contact us. Is there a way of getting an email notification or similar from this form?
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Move Contacts to Lead Inbox w/o import CSV
Anyone know of a quick and easy way to move contacts to lead inbox? Not looking to import a csv but some action in contacts that I can use to move individuals
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Contact Various Organisations/Companies
Is there an option to add a contact to various organisations?
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Web forms
Hi There Please could someone help. Pipedrive had an update I think over the Chridtmas period. As when I went back on in the new year the web forms section wasn't there. It used to be found going through tools and intergations but it must have been moved. If someone could tell me where it now hides that would be great.…
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Asiakaslistojen tuonti
Kuka osaisi auttaa asiakaslistojen tuonnissa? Ongelmana on vanhan crm ohjelmassa olleet muistiinpanot. Niitä emme saa tuotua mitenkään järkevästi pipedriveen
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List Making - Best Practices
Maybe I'm overthinking this one but, this is why I love the community. I wanted to get everyones thoughts on some list making. One of my organizations sells into many different verticals (Public Safety, Sports, Airports etc). So we've created a custom drop down for this which works great but, we're looking to get a little…
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Pipedrive web forms have suddenly stopped redirecting upon submission... Any one else experience thi
We use the leadbooster add on for capturing leads on our website when they want to download content and have started getting reports yesterday that it is no longer redirecting them properly. Anyone else experiencing similar issues? The submit button just endlessly spins.
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how transform business in person?
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New user question
Hi I'm new to Pipedrive and I have a question about how to use it. I'm an accountant and I have a cold list of 600 businesses mainly in one particular sector. I was intending to make contact through Pipedrive (emails) with the business owners to add value, provide relevant info, answer typical questions and invite to…
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Revenue Forecast - Custom deal details fields
I'm confused. It was my understanding that custom fields could be used in the professional level for reports but I'm not seeing our custom deal details fields displaying here.
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Account Mgmt
Hi Guys, We sell to distributors and end users, and have two separate pipedrives for these. With regards the distributors, is there a way to input a sale, keep the deal open and then let the amount return to $0. as the sales are recurring with distributors I need the insights to be accurate, but also be able to look back…