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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
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Lead source and repeat business
We have two pipelines in our PD - New Business and Repeat Business. And it's easy to track the Source of new business as a custom field when you get a new lead. But it's hard to find the original source of the leads after it moves to the Repeat Business Pipelines when you have multiple people involved and multiple products…
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Export Webform Submissions
Gathering webform submissions in a list (excel) vs. forcing them to leads or deals would be very helpful. Also for uploading information into zoom, exporting this list is a must to prevent manual work. Is this on the roadmap?
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Accounts
Hi, can I use diffrent plans for diffrent users?
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Pipedrive error mail sync
Can anyone help me with this - I have attempted this a few times on many different server choices and received the email from Microsoft that my account is now linked with PipeDrive. Nothing happening on PD side.
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Is a channel sales strategy right for your business? 🤝
A channel sales strategy, in contrast to a direct-sales strategy, involves using partners and third parties—such as affiliates, distributors or resellers—to sell your products or services. Channel sales is meant to help you develop new revenue streams beyond your direct-sales reach. This strategy works best when you…
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Add clickable links to Activities to quickly move to Org, Deal or Person
Suggest PD provide an option to add clickable links to an Activity that would allow the user to quickly jump to the Organization, Deal or Person attached to the Activity. I currently have to Copy, Paste and Search for what I need.
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Move between piplines
Hello. We have 3 pipelines. I was wondering if its possible in case of a mistake after a deal is created in one pipeline to have it moved to another? A change in label doesn't seem to do the trick. Thanks
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I am trying to create a report that shows new deals created over time. I would like the a bar chart
I am trying to create a report that shows new deals created over time. I would like the a bar chart to be segmented by week. A trend line showing the trend of deals created by week overlayed on the bar chart would be very useful as well. Can anyone tell me how to create this report
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Importing NEW products
Products is great. When we first set it up we imported a spreadsheet with products and boom, magic Product ID etc. NOW when we try to import a sheet of new products, nothing we do can make it work. it skips them. we have tried: * importing with the full downloaded list from pipedrive* with and without premade product IDs *…
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Import Contact/Leads for Salespeople-without Following
How do I import sales leads for various salespeople/owners without following them myself? Each time I download numbers of leads, I have to UNFOLLOW all of them which is tedious.
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Proposal sent export to excel
We can't create now (we could before), the list of proposal sent in last week. We can't even see easily such list in Insights. It used to work with couple of clicks - now - no option. Will it come back? Thank you. Best, Joanna
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Leads: How can I change the lead owner for ALL LEADS at once?
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I was hoping to produce a list of our top 20 accounts, sorted in descending order by the revenue the
I was hoping to produce a list of our top 20 accounts, sorted in descending order by the revenue they have brought in. I can get a list of all deals, but it doesn't sum up by organization. Wondering what I am missing to make that happen. I'm a bit of a newb to reporting, so appreciate any guidance. If this is covered in…
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Custom fields
How can I best handle it when I want a custom field available to me at each record level no matter which record type I create first. For example - email address custom field - I create an org - no person, no deal available. Then later on I get a person that I link to that organization. And maybe a deal later on. I want to…
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Invitation to test the new email sync!
As you may be aware (you likely are) our email threading has not been working quite as well as we’d like and because of this we’ve made some efforts to improve it. Those efforts have resulted in a brand new email sync: Pipemailer. If you’d like to try out the new sync feature and help us test it, please let us know by…
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How do you minimize email duplication in activity history?
How does your team handle the duplication of emails in Pipedrive when several users are CC'd on a single email? We are seeing multiple copies of the same email in the activity history which is really messy and makes filtering a lot of information much more challenging. Does anyone have any suggestions? Thanks in advance!
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Email sync killing our business for over a year now!
My team is literally having to contact pipedrive support because of emails not syncing, emails going missing, emails not sending, not receiving DAILY. We're losing business and all PIPEDRIVE can do is try to blame my team saying it's our mail server (It's 100% not, as email is behaving perfectly on our mail server, or that…
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Managing Referral Information
Hello everyone, I'm working with a client that has a roofing company and they go door to door at times to sell to customers. They offer a rebate or incentive for referrals from one client to another and I'm trying to see how everyone manages this in pipedrive? Of course we can do simple notes but, I'm hoping someone has a…
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Pause dealbot for slack
I am testing out new automation in our pipedrive instance. The first part of the new automation triggers existing automation where the dealbot alerts our company with the progress of a deal. I'd like to pause the dealbot while I am working on the new automation. I started by deactivating it, but that did work, then I…
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Report with annual revenue - how to get it ?
Hi guys, Im discovering Pipedrive, after 10 years using Salesforce 🤐 And I struggle to get basic stuff as a report showing the evolution of annual revenue...
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How do you handle in Pipedrive import and setup - organization, Person
I am downloading a list from Reference USA - now Reference Solutions. the list will show organizations that have multiple addresses and managed by the same people or different people.
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email tracking & filing of Subject Line in the email
Currently this is not done but it would be AMAZING if this could be done, let me explain: We are an insurance broking business, two email situations apply: 1. We send & receive emails to/from individuals in organisations asking for information, getting information, answering questions, send them quotes, sending them…
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Advanced "Multiple Choice" custom data field?
Hey Pipedrivers, I need to solve the following problem. For the purpose of my job, I ask my customers questions about their vehicle fleet. They typically respond by saying this: " we have 10 Vehicle A, bought in 2012, 3 Vehicle B, bought last year, ..." I need to store this information into Pipedrive in a way that allows…
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O FATOR “RISCO” NO PROCESSO DE VENDA/COMPRA!
Quem se arrisca com o Risco? Como Profissional de Vendas você já deve ter passado inúmeras vezes pela situação descrita abaixo. Você é chamado para negociar uma proposta e é informado pelo Profissional de Compras que tanto você, marca A, quanto seus concorrentes, marcas B e C, foram aprovados pela área técnica da empresa.…
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Activité unique pour plusieurs prospects
Bonjour, je souhaite indiquer une activité (la même) pour plusieurs prospects. Comment faire pour éviter un copier coller? Merci pour votre aide. Laurent
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When Activity is assigned to a Lead I lose the contact information of the Activity
If I assign an Activity to a person, and then I want to add also the activity to a Lead, then is removed from the person.
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os videos da academia são todos em ingles?