Sales CRM

Recent Discussions

Data import
I download my spreadsheet but all my data doe sno ssem to be in the custom fields.
How do people track seeing contacts at events?
Any clever ways to do this? Would like to be able to flag people who are going to be at an event and when i've reached out to them/met them. Do you set up deal pipelines or other clever way?
Setting up reports/views to see when Organisations haven't been contacted in a while
Hello This is a bit of a vague question but hoping someone has some good, creative ideas of how I can use PipeDrive for my use case. We're setting up an investor CRM and I'd like to be able to see at an organisation level (vs deal level) when we've had no contact with anyone in the organisation for a while (i.e a rotting…
Can it be possible to remove filter restrictions like limiting the number of conditions per filter?
Hi it really is hard to make filters that only have a limit of 16 conditions. for our work we really need to have a lot of conditions in our filter to effectively work well.
AUTOMATIZEI OS EMAILS, MAS ELES NÃO SÃO ENVIADOS.
Olá pessoal, Estou com um probleminha que atrapalhou muito meu fluxo de cadência. Eu criei uma automação na qual sempre que um negócio é criado na primeira etapa um email é enviado automaticamente. Testei criando um negócio e deu muito certo. O email foi enviado na hora. Porém, quando adicionei 123 contatos nenhum email…
Want to add 4 more seats, but with different email client and domain
We have 2 teams. Sales uses Gmail on one URL, and support uses Outlook on another URL (the support team is part of our parent company, hence the different URL). We have the sales team in Pipedrive now and it's working well. We now want to add the 4 support people who use Outlook. Can I have multiple domains sending in…
Deal sharing for external user
I want to share deal externally pipedrive user. I mean user who have own pipedrive account not my company account?
Asking for Advice: Bulk convert contacts to leads
Sorry if this is a duplicate but I couldn't find the response I needed so I am posting a new one. I have a bunch of contacts I want to bulk convert to leads however I can't find that function. I tried importing into the leads inbox but the records were just merged with existing contacts and no new lead was created. I can…
Why can't we download a document that has been signed unless all parties have signed it?
Our office manager wants to be able to download pdf copies of proposals even if not all parties have signed yet. Why is this not allowed?
Revenue Forecast for Both One-off and Subscription Products in One Report
Revenue Forecast for Both One-off and Subscription Products in One Report For companies that sell both one-off products and monthly subscription products, it is very important to see probability weighted revenue forecast for both products in one report. Is there any new feature or trick to support this demand??

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