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Mapping new leads/deals to existing organizations
Hi Community! We want to have our web forms create a new deal, but not a new organization. Right now, every new web form creates a new deal. (great!) BUT I don't want it to create a new organization if there is already one live! Is it possible to map this lead (create a look-up) and have them merged vs creating a new one?…
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sending email in a transferred deal
Hello, I have changed the ownership of a deal to my colleague and I would like my colleague, to be able INSIDE pipedrive to reply to the last email in the deal. But my colleague does not have the option to reply? Can you tell me why? and How to make it possible? Thanks
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What permissions need to be set to access/add leads from Prospector?
When using Prospector, we are getting a pop-up message saying we don't have the needed permissions when trying to click the + Lead icon. What permissions need to be set?
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using draft emails and logging into PD
I dont know if I have done something wrong however every time i forward the same draft welcome intro email from outlook it automatically logs the emails into PD for every contact that has been sent the same email. So when i have a new lead i am reaching out to and log the email it also gives it to every other person how…
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Moving contact to a new organisation means old organisation deals are moved to the new organisation
Is there anyway to fix this. We had "EVA" move from Sensis to Origin and now Origin has an inflated deal count as EVA's old deals moved over with her.
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Extração de contados de pessoas da organização por etapa do funil do negócio
Tenho necessidade de extrair todos os contatos das organizações que se encontrem em determinada faze do funil. Porém não é possível, pela extração normal através de pessoas ou relatórios ele só considera o contato principal, mas no meu caso eu preciso de todos os contatos para estratégia de IBM. Se alguém puder ajudar,…
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Lead source and tracking
I have been tracking the lead sources (both inbound and outbound) in a custom field like SEO, PPC - Gooogle, PPC - Facebook, Referrals, Outreach etc. I would like to get a bit more detailed report on these sources. For example, for inbound leads - it could be Phone call, Email, Live Chat etc. It's more like nested sources…
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How can I create a filter to show people who have completed a particular task previously?
How can I create a filter to show people who have completed a particular task previously?
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Best PipeDrive Practice for Managing Duplicate Contacts/Organizations? (Without external apps)
PipeDrive users, what's your best way to handle duplicate contacts without relying on external apps. My issue with external apps (such as dedupely) is that they require full access to sensitive deals, and we aren't comfortable giving information to a third party. I'm running into some organizations with very similar names…
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Converting web forms to new format
I've started using the new (beta) web forms and like the improvements. I have one old format web form still which I have embedded on our website. When I go to the old tools > web forms page it says at the top: "There is a new version of Web Forms New Web Forms have been launched. You can create new forms there or convert…
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Do you use the MEDDIC sales methodology? 💰
Check out this article: MEDDIC Sales Methodology: How to Build a Strong Sales Qualification Process , you might learn some interesting tips that will save you time and optimize your sales cycle. ➡️ Follow our Learning topic for a one-stop-shop of curated knowledge about sales, marketing, CRM and everything around them.
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Exporting WON deals from Insights to Excel
Update: Exporting Reports from Insights is live for all plans! I used to be able to export WON deals to Excel from the "Progress" tab. Now "Progress" has been replaced by "Insights", I do not see an option to export reports to Excel from "Insights". How can I export WON deals to Excel from "Insights"?
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Exporting Data for Printing
Does anyone know how to export your "Deals Won Over Time" table report for printing?
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Sincronizzare Contatti Pipedrive con rubrica telefono Android
Buonasera, volevo capire se era possibile esportare la lista contatti di Pipedrive sulla rubrica del telefono. La rubrica è collegata anche a Google Drive per cui potrei importarli tramite la sezione Contatti di Google con un file CSV. Qualcuno sa come fare? Grazie mille
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E' possibile allegare un file in Drive ad una mail?
E' possibile allegare un file in Drive ad una mail?
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I have different Lead numbers in Pipedrive Mobile app than in Desktop. it's BAD.
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Adding more custom fields within Insights table
Is it possible to use more than 3 custom fields when using the Insights table function? I can only seem to use 3 despite having others added. Cheers.
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Tracking product sales campaigns like a deal adding multiple organizations
Hi I deal with the same 100 customers and I run product campaigns to all or a portion of them. Can I create a product deal and add org as targets, instead of creating 100 deals for the same thing?
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Automated Emails
Hello All, I'm new to Pipedrive and would like some direction on setting up automated emails to prospective clients. I also would like to know if there's an activity log of when a prospect opens an email or clicks on any links provided in the emails. Any information would be super helpful! I'm very familiar with hubspot so…
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outlook calendar
Hi! I'm trying to sync outlook calendar with Pipedrive. I've found videos explaining how to do it but all of them show 'sync calendar' on the menu. My menu only has sync Google calendar though. Can anyone help?
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Sales Leaderboard
Is there any way I can create an insights report that highlights team members and their daily sales won? Ideally this can be a live report and move the team member up or down the list depending on their performance.
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Would be very helpful to have a deal Overview available for reports in the Dashboard.
The context available here would be very nice to see. It exists in regular table columns, but having the overview in the dashboard means people seeing a deal listed would know context to the deal and help out team outside of the CRM know what's up.
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Possible to have Add file in Webforms? We are using Pipedrive for HR and would like candidates to in
Possible to have Add file in Webforms? We are using Pipedrive for HR and would like candidates to include their resume while filling up the webform :)
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Filter by all activities as done.
I'd like to be able to setup a filter that will show a deal once all activities have been marked as done. Right now it will show if any activity is marked as done.
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Outlook Smart folder sync
I would like to sync my smart folder in outlook instead of my inbox as my proposals come directly into one of the smart folders. Does anyone have any insight on how to do this or if it's even possible?
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Force Required Fields
can you force required fields on? I can only seem to make it important
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Deal value spread over time.
Hi all, first time posting here. I want to be able to split a deal value across multiple months, this would provide a more accurate forecast. Currently, it appears I can only do this by just replicating the project over and over again (which for 12 month retainers is annoying). The trouble with that is then it will skew…
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Verbindung zu Exchange einrichten
Hallo liebe Community, ich habe leider erfolglos versucht meinen Kalender mit Pipedrive zu verbinden und finde in den Hilfe Themen keine Lösung (kann auch an mir liegen ;-) FRAGE: Wenn ich auf Calender Sync klicke und versuche meinen Exchange zu erreichen wird mir ausnahmslos Google und Microsoft angeboten. Bei Microsoft…
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Is Pipedrive able to recognise contact email addresses including company name and add these automati
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How can I send am email to all potential prospects and use first name preload? Can I also do it with