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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
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⏰ Event: SaaStock Sessions - Central and Eastern Europe Edition | Free signup (December 16th + 17th,
🚀 SaaStock Sessions CEE is a two-day event to empower SaaS startup founders in Central and Eastern Europe. It combines the in-depth knowledge from the SaaStock community with specific tips and actionable advice from Microsoft for Startups. 📆 Dec 16, 1:00PM to Dec 17, 3:15PM (WEST) 📆 Dec 17th includes the Fireside Chat: How…
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Hi, can the activities weekly calendar view be changed so that the first day of the week is Monday v
Hi, can the activities weekly calendar view be changed so that the first day of the week is Monday vs. Sunday? Thx
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Pipeline for calling
I am looking for suggestions how to build pipeline for calling - never done that. We have two lead generating people who will be using pipedrive. They will call people 3 times, send email with some details if respond. I need to track these people and make it as transparent as possible. I want to see how many times they…
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I am new to Pipedrive and would like some help formatting our lead flow. Also in new deals - how am
I am new to Pipedrive and would like some help formatting our lead flow. Also in new deals - how am I able to change the titles in the pipeline?
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What has been the key to your success in the transition to remote working? 🏠 💻
The selling landscape has changed radically over the course of 2020 and remote working has become the norm for salespeople the world over. Working from home has presented sales professionals with challenges on an individual level and to the wider areas of business. As Liston Witherill says: “As we’re wrapping up the year,…
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Pipedrive Online Meeting Lunedì 28 Dicembre!
Ciao a tutti! Ho organizzato un meeting online Lunedì 28 Dicembre: per chi già usa Pipedrive e vuole condividere la propria esperienza e migliorarne le performance e per chi non lo conosce o è alle prime armi, per chiarire dubbi e perplessità. Vi aspetto, sarà una bella occasione anche per conoscersi "dal vivo"! Per…
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Pipedrive New Navigation
Psst… Did you know we were developing new navigation for Pipedrive? If you’d like to get a sneak peak and help us with testing, have a look here and join the dedicated channel.
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Tagging an email to the deal activity history
Hi, I was wondering if it's possible to tag an e-mail history (gmail) to the referred Deal (on the Activity). On SalesForce when you add its own e-mail (like a SF tag) as BCC it's automatically saved on the Opportunity activity history. Is this possible on Pipedrive too?
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Leads Beta
does anybody know why behind functionality Leads still the sign Beta is placed? What does this mean in detail... may I use Leads or better not, because the data may be lost? How long will this be in beta statusß Thanks for feedback
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Serious Sync issue with Activities
For weeks now, I’ve had issues with Pipedrive activities syncing. The scenario occurs when I add an activity in the web interface, and go to my web app to view my activities for the day in the overview tab. In order for the deal to show up in my activities, I must first navigate to the deal I’m Pipedrive inside the app,…
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To send grouped emails, do I have to enable the Bulk edit items permission? I am afraid that people
To send grouped emails, do I have to enable the Bulk edit items permission? I am afraid that people will erase or modify important data by granting this right. Is there another way to do group emails?
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Domain search in Prospector
Anyone knows what one should enter in the Domain field? I tried things like net / .net / com / org / biz but even with all the fields left blank I get zero results. Rob
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Pipeline "Kopfzeile" Einstellungen ändern
Liebe Experten, wir verkaufen Produkte in den Lebensmitteleinzelhandel. Da bspw. bei EDEKA mehrere Filialen (PoS) zu einem "Lead" gehören (EDEKA Kaltschmid hat 8 Filialen aber ich verkaufe nur an 1 Ansprechpartnerin), möchte ich die mit dem "Lead" verbundenen Filialen im Lead vermerken und dann kumuliert in den Phasen…
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What are your tips for "subscription deals"?
We're selling subscriptions to our services. Subscription starts with the deal is won. What's the best way to set this up? Is there a video/article for this kind of setup? * Is there a "subscription product"? It seems that products are made to be one-offs. * There's a subscription feature in deals, but it has a "start…
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Calculate "Non-Subscription Churn" in Pipedrive?
We are a web design agency and most of the work we do are non-subscription based services (one-off projects). Is there a way to calculate the "non-subscription churn" rate in PipeDrive? Are you getting this data in any other ways? I know PipeDrive has got churn rate calculations for subscription products but I am trying to…
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In our industry we have customers that make recurring purchases. However, those purchases are at var
In our industry we have customers that make recurring purchases. However, those purchases are at varied times, varied product, and varied cost. Being able to account for this all under an existing customer would be ideal. Right now we have to create a new deal for an existing customer each time they purchase. It is not a…
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my email tracking doesnt work to show when a contact opens an email
my email tracking doesnt work to show when a contact opens an email and its a mess so not sure if this feature is a failure for others or if i am doing something wrong . it also doesnt allow me to forward a template email to new contacts and leads as they come in because for some reason it doesnt link the contacts email…
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Ein Kontakt zwei Organisationen
Hallo Community, ich bin neu hier und habe auch gleich schon eine Frage. Ein neuer Kunde (Kontakt) hat zwei unabhängige Firmen (Organisation). Der Kunde möchte unser Produkt für seine beiden Firmen kaufen. Wie kann ich dies entsprechend im pipedrive vermerken. Ich habe versucht dem Kontakt eine zweite Organisation…
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Webhook history
Hi I noticed that there was an issue with the Webhooks recently and for some time they did not fire. After discussing it with Pipedrive support I was informed that you had an issue and it was now fixed, however, the webhooks that didn't fire during the issue will not run after it was fixed. When I asked if it was possible…
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test (I have trouble submitting posts)
test (I have trouble submitting posts)
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Types of organizations / Best practices existing ?
Hi, I'm looking for the way to create different types of organization in a pipeline. I will head for "hotels" and "harbors" in the same pipe, but the info I should provide to qualify hotels and harbors are not the same. I would not like to "pollute" the one and the other with information that only concern one type or the…
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How to Handle MASSIVE OUTREACH in a Pipeline
Hey guys! Got a BIG and GREAT problem to resolve ahah I use an app called CallTools that basically helps me to do hundreds of phone calls really quickly. I have 2 problems with that and my follow up process: I've got a HUGE Follow up Sequence, what is the best way to handle all those poeople in it? Using a 3rd party app to…
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Hi, I am a beginner user of pipedrive. I would like to organise an on boarding meeting, who and how
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Synchronisation mail/calendrier/contact Outlook et Gmail . Outlook and Gmail mail/calendar/contact
Bonjour Existe t il un moyen de synchroniser à la fois ses mails/calendrier/contact avec un compte outlook et Gmail. Merci Hello Is there a way to synchronize both email/calendar/contact with an Outlook account and Gmail. Thanks Frédéric
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Sending emails without exchange integration
Any work around to be able to send emails when you can't integrate your email provider? iT will now allow it and it kills me to not be able to send directly from pipedrive let alone the benefit of simple automations.
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Hi is anyone using the chat robot in different languages? (multiple languages) on the same site? Any
Hi is anyone using the chat robot in different languages? (multiple languages) on the same site? Any advice?
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Prospector
Hello, Has anyone been using Prospector? I would like to have feedback about this feature. Thank you!
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Leads creates organisation and person if I have decided not to use them
I have noticed, that when a lead is created and I decide, that it is irrelevant or I do not want to convert it to a deal, the person is still saved to PD as well as organization. Is this a bug or feature? I would expect, that after a do a decision, that lead is relevant, after then, I will save it to my PD. Thus there…
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Map feature going away
On a daily basis we use the map feature in products to search of other products within a mile radius. This feature is going away and Pipedrive just told me, that's a definite. I am very disappointed as this is a critical feature for the work we do to be able to search what is in a radius of 5 miles, 10 miles etc. Am I the…