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Facebook group
Hey guys did you shut the FB group? It is just me or anyone else feels that FB had a better engagement?
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eSignature - Can Pipedrive support our process?
Start of process 1. Customer clicks ORDER NOW in a Powerpoint. (This powerpoint is shown to customer to select the option they want to go ahead with, we normally offer them option A, B and C) 3. By clicking ORDER NOW, Pipedrive API is called (i.e. Pass JASON), stores the status of document 4. Customer is redirected to the…
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Alguien sabe si se puede poner primero, hasta arriba el modulo de Persona y posteriormente el de Det
Alguien sabe si se puede poner primero, hasta arriba el modulo de Persona y posteriormente el de Detalles?
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Any way to report / monitor revenue from variations of products?
Hi there, we are currently trying to figure out how to monitor revenue from product variations. Example: we've got the product "digital integrations", which as variations has facebook post, linked in post, twitter, and more. In order to keep the product range fairly "small", we would like to work with products more as…
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need to clean out activities in bulk. have multiple new years and veterans day entries
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Tracking Revenue
I have been using the deal value as our first year revenue figure and the subscription feature to track the re-occurring revenue. My problem is that all reports even the subscription revenue report seems to be pulling the deal value and not the amount I entered in subscription revenue. Does anyone have any suggestions? I…
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Kees van Veen
Goedemorgen, ik wil gaan werken met een forecast en ben benieuwd naar de ervaringen daar mee.
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Como prever o faturamento no Pipedrive? Aprenda tudo sobre o Pipedrive na https://www.academiadocrm.
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Monthly incom forecaste
Is it possible to assign a deal an expected splitted monthly expected income during certain period of time to get a forecast of what is expected to income during the time instead of getting total values per deal?
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Recurring revenue
Hi Pipedrivers, It would be great when setting up a recurring revenue on the deal level, to have the option to set up different revenues for different periods: a customer could be changing the tier he is on and this could give some accuracy if we were to track real revenue (less important for revenue forecasting)
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Can I view LOST deals in the forecast view?
I have been struggling to get Lost deals to show in my forecast view. Can someone advise me how to do this? Possibly lost deals just can't be seen in the forecast view? (I want to be able to use that visual representation to look at recently lost deals, by month) Thanks
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Two Questions - Goals and Owners
Hello, Two questions appreciate with with: * Goals - when setting goals I can select specific pipeline - but can I have more than one pipeline attached to a specific goal? The same goes when I set company goals - it applies to all pipelines - can I exclude a specific pipeline? * When putting in a new deal - there is one…
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Sätta mål
Hej alla, Jag är ny i pipedrive och även här i denna communityn. Jag försöker sätta mål för min organisation och vi har ett övergripande mål av antal aktiviteter i veckan. Vad jag förstår så måste man mäta för närvarande på en specifik aktivitet och inte på alla gjorda aktiviteter under en månad t.ex. Stämmer detta? Tack…
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How do I add goals for my team members?
Ive got a new (first) member of staff starting and trying to work out how to add KPI (Goals) for them. Ive only got insights at the top and I cannot get my head around it
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COMPANY & USER GOALS LOST??
First off, after a year of implementation I love Pipedrive. It has transformed the way our sales team communicates and documents details. HOWEVER, with the updated view, it appears that I have lost all access to Company Goals and User Goals. Online help has been useless in getting me answers to this point. They say that a…
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Sales team performance
Hi Pipedrivers, Imagine my sales team yearly sales target is million 1.2. Hence monthly target is 100K. Now I need to have a list/bar/chart by salesman by actual sales vs target by month. I have done it in Google Sheet with Pipedrive data, however I need to have this somewhere in Pipedrive, so I can get each salesman have…
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Deal Goals
Hi Does anyone know if it is possible to create a goal for a deal with the expected outcome to set as the GP amount of the sale value and not the sales value as a total?
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Goals feature
Hey, Pipedrivers! Can you share your use cases of utilizing Goals feature in Pipedrive? For the moment I can't make use of it, in my opinion it's not mature enough to implement it for sales process and revenue growth.
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カレンダー同期されますか？
はじめまして、昨日くらい？？から アクティビティとグーグルカレンダーが同期されなくなりましたが そのような現象起きていませんか？
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Any one having problems with PD emails sent???
Hello! It seems the only way to have my PD problems fixed is here... Since last 12th November all my Emails sent to deals or contacts are not saved either in the "historical line" or "sent emails folder"... We had to stop sending mails from PD, otherwise we don´t know what we did sent our contacts. (We could send around 10…
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Move Bid from one pipeline to another
Is there a way to move a bid from one pipeline to another? We have several pipelines. I want to move a bid that has been won from the Sales Pipeline to Richard Prospecting. How can I do that?
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Is there a way to track "new contacts added" in the Insights section?
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In the mobile app when adding photos such as to a deal would it be more convenient to be able to cho
In the mobile app when adding photos such as to a deal would it be more convenient to be able to choose multiple photos from your camera roll?
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Activity Icon Text descriptions
It appears that these icons changed and removed the text descriptions recently. For what it's worth I thought it was better with the text descriptions.
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Bulk Editing Next Activity Date
Hey everyone! Really excited to be here. I can feel this platform changing the effectiveness of my sales process already. I am wondering how to Bulk Edit the Next Activity column within the list view of my pipeline. I see how to bulk edit other categories, but for some reason I do not see anywhere to bulk edit an…
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Personalizar campos de dados = CNPJ
Criei o campo, porem ao cadastrar um CNPJ ele assume outro valor quando salvo a organização criada. Como resolver este impasse??
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Great discrepancy with GA
Hi. Sorry if this topic has been addressed, but I did a search and got no results. I am interested in using Web Visitors, but the stats so far are puzzling. It reports no visitors on days we had clearly several (according to Google Analytics). Our trial ends soon and I need to know if I will use it or not. Thanks.
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Unable to Save New Deals
We have been unable to save new deals for two days. After the data fields are filled, the save button goes light green and the deal will not save. This is happening on both Safari and Chrome, same problem for all Team members.
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Is it possible to link or associate two contacts?
We are dealing with a database of individual health patients, and looking to be able to create records for therapists and then associate them. One patient would be associated with one therapist, but one therapist could be associated with multiple individual patients. We are not using the Organization level because there…
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Sales certification
Hi, I'm new in the Pipedrive Community and my first task is to become certified for Pipedrive (Sales, Technical etc...) Please, if You can, tell me what is the path for Certification in sales and all other certifications that You are providing for Pipedrive. Thank You in advance! Vladimir Kutnjak