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Pipedrive plan for education
Hi there, I will soon be teaching sales forecasting at a business school. I am looking for a SaaS CRM to have my students use a CRM platform for learning how to build and maintain their pipeline and forecast their business. I could not find any plan for education, or freemium.. isn't there any ? Thanks, Philippe
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Template field clickable
Hello people, I've created a trigger that sends an email to a deal owner when there a new deal. In this email i use the 'Organisation' and 'Contact' field. This ends in the email as plain text. Is there a workaround that presents a link to the specific deal? Thanks, Rob
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sharing dashboards with mulitple users / teams
Hi, as a sales manager I would like to be able to share dashboards with multiple users / teams. Unfortunately, I only see a way to share a link, rather than - what I would have expected - to be able to create a dasboard (e.g.: Partner Sales Dashboard) and make sure that eveyone has access to it from inside their pipedrive…
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Automating New Deal Creation
When someone on my sales team wins a deal, a contract expiration date is entered on the deal record. How can we automatically create a new deal for the renewal business 6 months prior to the contract expiration date?
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Filter task A is done, task B not done (ever)
Does anyone know how to exclude a particular task type from filter results? For example, how would I export all deals that have had a phone call, but not an email? The following seems logical to me, but fails to exclude deals that have had an email...
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Community Roundup: Volume 2 🗣️
Our Sales Community continues to thrive on very interesting conversations between our members! 💪 Check out the links below to see a handpicked selection of some of the most interesting discussions and join in the conversation. Product specific discussions 📦 * How to Manage Won Deals in Pipedrive * Best Way to Directly…
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Is the group email feature available to all users or just those with admin privileges?
Is the group email feature available to all users or just those with admin privileges?
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My automations is not valid for imported deals. How to fix it?
Hi, I am using Zapier to create deals on Pidedrive from Facebook form contacts. The deal is created but my automations flows are not working. How to Fix it?
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Lead generation & Pipedrive
Hi All, we (easyCRM) are shortly publishing a book about Pipedrive and are looking to speak to someone who would be interested in sharing their experience about the company's marketing strategy, lead generation and how you use Pipedrive in that process? We would like to use it as a case study in our book. Please get in…
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Calendar sync
I am trying to re-sync my google calendar. The instructions say to go to "Tools and Apps".... but I can't even find "tools and apps". anyone out there that can point me in the right direction?
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How can I update my team members of updates to a contact record?
How can I update my team members of updates to a contact record?
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Help needed. Is there a way to clone your Pipedrive environment for another sales team/customer? If
Help needed. Is there a way to clone your Pipedrive environment for another sales team/customer? If I configured Pipedrive for one client and another client in the same industry likes most of what they see, could I clone that environment for a second client and then customize it? Trying to save time doing the setup from…
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Would anybody be interested in: That a Pipeline is separated into Stage Groups with sub-stages? Thes
Would anybody be interested in: That a Pipeline is separated into Stage Groups with sub-stages? These Stage Groups could be addressed via automation to.
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Setting sales budgets with Advanced Subscriptions
Hi all, has anyone been able to allocate a budget by month/qtr/year per user and or company with only an advanced subscription type?
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How to track efforts to build referral sources
I own a private therapy practice. Referrals from other professionals is the lifeblood of my business. When email, call, and meet others I want to track my efforts. Also, I want to track how many referrals each person has sent me and how many I've sent them. How do set up Pipedrive to do this? Thanks so much, ~ Ric
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Reassignment of organisations on closed deals
In the past some of our users assigned the incorrect company to their deals. These deals were closed a while ago. If I switch the organisation on each of these deals to the correct company, will the CLOSED deals now be reported under the correct company?
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Hey Pipedriver's! New user alert. With customer experience in mind, do you prefer using Scheduler or
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Email performance Insights reports should be only related to Pipedrive Persons and Deals
Hi, I want to be able to see how our SDR team is performing on sent and received emails regarding prospecting emails. However, Insights reports are taking all the inbox, including internal emails, and data that is shown is not insightful at all. It looks like we receive more emails than we send, a miracle! Therefore, email…
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파이프드라이브 가이드: 엑셀 스프레드시트에서 데이터 가져오기
질문: 기존 영업정보가 들어있는 엑셀 스프레드시트가 있는데, 이걸 파이프드라이브에 올리려면 어떻게 해야 하나요. 답변: 다음 네이버 블로그 포스트 참고하세요. 파이프라인 관리 팁: 엑셀, 스프레드시트를 사용하여 파이프드라이브로 데이터 가져오기(마이그레이션) 참고자료 * Importing data into Pipedrive with spreadsheets - 네이버 블로그 포스트 원문: 파이프드라이브 서포트 페이지
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파이프드라이브 가이드: 인사이트 보고서에서 오류 '이 보고서에는 프로페셔녈 플랜 전용 사용자 지정 필드를 포함합니다'
질문: 인사이트 보고서에서 다음과 같은 에러가 납니다. 어떻게 해야 하나요. 이 보고서에는 프로페셔널 플랜 전용 사용자 지정 필드를 포함합니다. 답변: 인사이트 보고서에서 '사용자 지정 필드'를 사용하려면 '프로페셔널 플랜'으로 업그레이드 해야 합니다. 2021-09-01 업데이트 * 사용자 지정 필드를 접근하는 인사이트 보고서는 프로페셔널 플랜에서만 가능합니다. * 사용자 지정 필드에 접근하는 필터의 경우, 프로페셔널 버전이 아니어도 사용 가능합니다. 자세한 내용은 여기를 참고하세요.
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Insights is upsetting!
Having significant issues understanding the insights tool. What fields count as custom and can be displayed in the insights tool? Why when I have fields that do the same thing some show up and some dont? Why is this tool so hard to manipulate? As a partner, this is the first part of the tool I have struggled with.
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How to integrate multiple mailboxes?
Does anyone know how to integrate multiple mailboxes? This was referenced in the Belkins case study - https://www.pipedrive.com/en/blog/belkins-case-study
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Copies of deals
PD copies generates exact copies of a deal. How can I erase them?
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💡 Overcoming Objections in Sales: "I'm not interested"
https://www.youtube.com/watch?v=7JqmuwWq8gw"I'm not interested" is one of the most disheartening objections you can hear. So, what persuasion techniques can you use to turn the conversation and even set a meeting at the end of the phone call? We'll help you with this video, which includes follow-up questions and concerns…
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How do i see my deals in one place across multiple pipelines?
Is is possible to see the deals im attached to throughout multiple pipelines?
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How can we best keep track of lead sources and channels?
We're using our PD for the whole sales process from MQLs to Customers and we would like to keep track of details such as which marketing channel they used, which source they came from and also have the reports for this. Are there any handy tips how to do this?
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Field Mapping
I'd like to see as many data fields available for mapping and integrating as possible. For instance, webforms newest update opened up more available data, like Expected Close Date. That was a big one for me since I was using a custom field to capture the event dates then add that date to the Expected Close Date. With…
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Survey: What matters most in contact details of your leads?
We would like to help you to get the contact details of your leads easily. We have a few questions we’d really want to ask you to help us understand what matters most to our customers. Could you help us out? ✅ It shouldn’t take more than 3 minutes of your time. If you can spare the time, please add your input in this…
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Remove Recurring Revenue from Sidebar
Please add the ability to remove this and any other functions for the company as a whole. There are a few features we don't use and it gets in the way of using Pipedrive. This is especially confusing to some of our team users that are older and not computer literate. The more things in the way, the more difficult it is to…
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Dashboard PRO
Ciao a tutti, vorrei sapere se il piano PRO consente di avere dashboard più avanzate. In particolare mi chiedevo se si possono mettere in relazione i dati dei preventivi venduti/emessi con le caratteristiche dell'organizzazione di riferimento (ad es il campo Regione, Num dipendenti, Fatturato, ecc.). Grazie dell'aiuto,…