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Exporting Deal Data
Is there the ability to export all detail view data within a deal? When I export a deal I want to include the organization fields and it looks like that data isn't exporting.
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Using email templates, can we assign Deal/Contact fields to the 'To:' field....?
I want to build email templates linked to a deal, but where the email does not go to the deal contact. By default, the email brings up the deal contact field in the 'To:' field. I want the template to insert another field; eg the deal Owner field - can't seem to find a way of doing this?
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Removing default recipient email address when using email templates
I am looking for a way to do the following When a deal is Won, my sale reps must send an email to a specific business partner to have the signed order completed and process. The email will include specific information’s but also will have attachments such as external signed order paperwork + internal confidential paperwork…
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Reports split by product types
Hi, sorry I'm a bit lost with the new reporting layout, so I would be more than happy if someone here could help out? I need to create a report that shows me the sold products of won deals split up by products and their variations for a particular period in the future. How can this be st up? I need this for a forecast. So…
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Survey: Share your 2020 sales experiences and 2021 expectations until December 11th 🚀
We want to hear from you: share your experiences in the sales industry in 2020 and your expectations for 2021 by taking our 15-minute State Of Sales Survey! * Answers are anonymous, confidential, and not tracked. * We'll create in-depth reports in various languages and share them with you. * Deadline: December 11th *…
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Use of organization/company URL/domain to prevent duplication. Pipedrive currently uses the organiz
Use of organization/company URL/domain to prevent duplication. Pipedrive currently uses the organization address to detect duplicates. This is a challenge and I would like to ask that PD expand the duplication feature by also allowing for org names + domain name to used to detect duplicated. We have names of prospects,…
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progress
Hi, why have you removed progress as a tab we cant view cumulative revenue in the progress tab can we have this added back as it makes reporting much more difficult very dissapointing Thanks Declan
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Create/ Revise a user's email address through PipeDrive
Does anyone know how I can adjust or create a user's email address on my PipeDrive? We have our Gmail-based email domain linked up with PipeDrive already.
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Customer agreement template
Is there an option where I can sent my clients and agreement for them to sign generated from a template using clients info?
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HELP - Is there a way to link multiple properties (a clients real estate portfolio) to a contact or
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Need new Insights report
we use the Sales Documents feature. and Insights reports, both great. Here is our issue: Insights reports ONLY show DEALS. which is good for some reports. However a report we require is: Show all deals that had PRODUCTS created OR Modified during a timeframe. AKA what was the value of deals/quotes we did. last week based…
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Hello do you know if it's possible to have one deal in 2 pipelines?
Hello do you know if it's possible to have one deal in 2 pipelines?
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LeadBooster AND eSignature.
I would like to use LeadBooster along with eSignature. Please advise me on this.
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recherche un integrateur
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Adding past winning sales opportunities
How can I edit sales in past months? Is it possible to edit sales in a closed month? It happens that I have to add profits, and I did not find the right option. I will be grateful for help.
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파이프드라이브 가이드: 고객 목록 필터링
질문: 고객 목록에서 특정한 조건의 고객만 선별하려면 어떻게 하나요. 답변: 고객 목록에서 필터를 설정하세요. * 좌측 메뉴 '연락처' 클릭후 '고객' 선택 * 우측 상단 필터 선택하여 '새 필터 추가' * 원하는 조건 입력하여 필터 생성 필터 설정 관련하여 다음 링크의 동영상 참고하세요. * 파이프드라이브 가이드: 필터 설정 (성사된 거래와 진행중 거래 동시에 보기) 참고 * Filtering - from Pipedrive Knowledge Base * 파이프드라이브 가이드: 필터 설정 (성사된 거래와 진행중 거래 동시에 보기)
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Experience with visibility groups
My company needs to create siloed groups within Pipedrive whose data/entries are protected from the rest of the company (a sensitive client). Will visibility groups be the solution we are looking for? Have folks had good experience with using visibility groups? We are debating upgrading and want to make sure visibility…
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Someone else having trouble viewing information in Chrome?
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SMS
Is anyone in Australia using SMS from withing Pipedrive? Thank you
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SMS
Hello, I'm just wondering if anyone is Australia is using / sending SMS messages from withing Pipedrive, and if so, what provider they are using. Thank you.
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Mailigen - survey questions
Hi there! I'm on the 30day trial, looking forward to use actively email marketing in our company. For the firs list I created via Pipedrie, I made a survey for our customers to know the NPS (net promoter score) Unfortunatelly, I found very few formats of questions to include, and there wasn't an option "opinion scale" like…
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Hi,
Is it possible to export a group of email addresses from PD into outlook and send a HTML emai
Hi, Is it possible to export a group of email addresses from PD into outlook and send a HTML email from there? PD email client is quite restrictive in some ways whereas there are more formatting options in Outlook. If this is possible how easy is it? Thank
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Email a contatti moduli web
Buongiorno, Avrei la necessità di inviare una mail di conferma al contatto acquisito tramite modulo web. C'è la possibilità di inviare la mail ad utenti di Pipedrive, ma non ho trovato come inviarla al contatto stesso. Se proponete le automazioni vorrei poter distinguere la mail modulo per modulo, ma soprattutto non…
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Anomalia nome azienda
Buongiorno a tutti, oggi ho importato su Pipedrive da un file Excel alcuni contatti e mi ritrovo con una cosa molto strana. All'interno del campo nome azienda trovo un valore (valore corretto) ma se ci passo sopra con il mouse il nome che vedo è totalmente sbagliato. Ho allegato anche un'immagine esplicativa. Il grosso…
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Report by product
Is there a simple way to report by product type? we have created a field with product in
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Dropdown Menu for Industry
I need to create a set of Dropdown menu options for the Industry field. However I go to Edit that field, there is no option for me to create a set of dropdown options. Please guide me how to create Dropdown Menu items under the Industry field.
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RISOLTO - Visualizzazione offerte / DEALS
Buongiorno @Marco Govoni , buongiorno colleghi venditori. Ho alcune domande, forse avete le mie stesse esigenze. Non riesco a : * DEALS : creare filtro con le offerte IN CORSO di un solo PRODOTTO (campo prodotto); * DEALS : entro nell'ORGANISATION (singolo cliente), visualizzo tutte le DEALS, voglio solo quelle IN CORSO…
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Which impact when an account is deleted ? Will the account deleted will fond back its data if I invi
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In Email Template, add custom fields inside link, as image.
In Email Template, add custom fields inside link, as image.
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Have a group of users who can only access one of several pipelines
Hi all I'm looking for a way to achieve the following: I want to achieve the following: I have pipelines A and B. I want some of my users to see everything for all deals in both pipelines. Then I want another group users who can only see the deals (with all their details, including notes) in pipeline B. Is that possible to…