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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…
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Deal moves to different organisation
Hi everyone, I'm having a lot of issues with deals changing to different organisations when a contact moves to a new company. I walked through this problem a couple of months ago with someone from the Help team but didn't really solve it. For example, Joe Smith moves from ABC organisation to DEF organisation. When I look…
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🧠 Set the Right Kind of Goals - Sales Pipeline Course: Chapter 2 | 📽️ 2 mins
https://www.youtube.com/embed/asjT8AY5WE4In this chapter you'll learn why it's important to set activity-based sales goals and how you do it. Setting activity-based goals helps you deal better with rejection and focus on the deals that are important. It also helps you plan your day and work out what you need to do to close…
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After the "Reports" have been replaced by "Insights" there are many reports that cannot be generated
After the "Reports" have been replaced by "Insights" there are many reports that cannot be generated. Would it be useful to reenable Reports or at least have all the old Reports available and recreated by default in Inisghts?
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GDPR Compliance: Scheduled contact reviews and deletions
Hi! Looking for best practice / suggesting new functionality for the contact record, where the contact owner would be automatically notified to review their contact's data on a rolling basis with the length of time between reviews being configurable. Also, would like functionality whereby if a contact record hasn't been…
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Dashboard
My dashboard is only displaying on 1/2 the page is there a fix for this. How do I activate the insight beta display with a black back ground?
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Emailing automation
Dear all, i'm new to Pipedrive and i'm fighting with the automation possibilities. I would like to create a flow like the following: * Send email 1 * If not answered within 3 days * Change funnel stage and send email 2 * If not answered within 3 days * Change funnel stage and send email 3 * If not answered within 3 days *…
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Moving pipeline between accounts
Is it possible to move the structure from a pipeline (including fields) to another account? Thanks
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Hi All, is the leads functionality "inbound" only? I do a lot of cold email outreach and wondering h
Hi All, is the leads functionality "inbound" only? I do a lot of cold email outreach and wondering how to convert the "people" (email addresses / companies) from contacts into leads so I can track when to follow up
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Changing default in Subscription and Payment Schedule
Hi there, Is there a way that I can change the default in the Subscription and Payment Schedule pop ups so that the default is that the recurring amount is NOT set as the deal value? Thanks
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Reordering Data Fields in Leads/Deals.
Is there a way to reorder the sections in leads/deals section of PipeDrive? For example, we have a lot of custom fields which is needed for other teams, but not a good snapshot for the sales team. I'm trying to reorder the fields so the default person fields are at the top rather than the custom fields. Is this doable? I…
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Export files from Pipedrive
Hello Pipedrive Community, I'm working on a migration for a client and I'm looking for a way to export files from Pipedrive, even via API it will be great. Thanks a lot FX
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How do I add a Product Category?
I can add Products, but Categories are blank and it is just a search box, can't seem to add new ones. Where is this done? The knowledge base isn't very helpful on this. TIA Carlos
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Sales Objections Tool: Tell us the objection. Get expert responses. 🙅🔜💰
Browse, copy, download and even save favourite responses by: Time | Price | Need | Trust | Competition | Authority | Industry We know it can be frustrating to receive objections from prospects, but there are techniques you can use to counter with confidence. We’ve reached out to some of the top-notch sales teams using…
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Issues with most recent Pipedrive Chatbot's javascript code causing SEO issues.
Is anyone else experiencing issues while using the most recent Pipedrive chatbot? We love that this generates leads but also second the other community members asking that it needs to allow more analytics about where a user comes from (ie what page.) However, the biggest issue we are seeing is that the Javascript code is…
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Partial sales
Hi folks, month ago Pipedrive announced for 2020-2 we could manage deals using "partial sales", in example I have an annual deal about USD 120.000 (for now 10.000 each month), I want to follow that 12 deals monthly, track it to see each month the relation with customers and details, maybe increase or decrease the next…
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Adding Custom Data Fields to Dashboards?
Is there a way to add custom data fields from a deal into reports/insights/dashboards? We have a custom field we added and i would like to show the count of deals that have a certain value in that field. Our example > the custom data field is the name of the project manager that will be implementing the deal once it…
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HI, have started using Pipedrive just a couple of days back. We are struggling with email synching p
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Problems importing Deals from Excel
The problem is that Pipedrive does not recognize the comma sign as a decimal point consistently. In some cases, it works in others it does not. I also reversed the formatting and put in place the dot in the decimal place. The inconsistency remains. When I import the number 0.943 the Pipedrive assumes 943.
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How do I get the IOS app to record a text message sent in Pipedrive?
How do I get the IOS app to record a text message sent in Pipedrive?
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파이프드라이브 가이드: 필터 설정 (성사된 거래와 진행중 거래 동시에 보기)
질문: 파이프라인에서 성사된 거래와 진행중 거래를 동시에 보려면 어떻게 해야 하나요. 답변: 필터 기능을 이용하여 원하는 조건을 조합할 수 있습니다. * 거래 상태가 '진행' * 거래 상태가 '성사' 성사된 거래와 진행중 거래를 동시에 보려면, 위 두가지 조건을 OR 로 연결하는 필터를 생성하세요. 자세한 내용은 첨부한 동영상 참고하세요. 참고 * Filtering - from Pipedrive Knowledge Base * 파이프드라이브 가이드: 고객 목록 필터링 * 파이프드라이브 가이드: '분기별 생성 진행중 거래 보기' 필터 설정
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@-Mentions prototype testing
Hi! I am looking for 6-10 participants who are willing to test out our first design prototype for mentions in Pipedrive (no development yet, only clickable design). For this, please use the following scheduler link to book a time in my calendar for a quick Zoom call. EDIT: Thank you, participants found by now. This is why…
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Resiliation
PIPEDRICE CRM - ATTENTION, une fois que vous souhaitez partir, il est très difficile, voire impossible de résilier votre abonnement. Leur formulaire de résiliation ne fonctionne pas, et le service client est inexistant, et pas le chat, il faut 2 heures pour avoir aucune réponse. Le CRM est moyen, mais le service client est…
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Revenue input - does it send communications to person / organisation on the deal?
I am keen to start using the revenue functionality in the deal view. Does it send outgoing messages such as emails to the organisation / person listed on the account? (I don't want it to, purely for internal reporting)
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is pipedrive support unique text custom field ?
I want to add subdomain in organisation which is unique for every organisation, can it be possible ?
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Be careful on your Mailigen survey's....this happened to me and I wanted to share. Dzintra of suppor
Here is the Loom video describing the problem with my survey - https://www.loom.com/share/20edc0dbec0645f89eedd51774d7e3da