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merging
Hye we have many automatically created deals out of zapier because our marketing email tool automatically writes emails to variuos people in one company , we have a bunch of deals with the same name and I want to merge these ? what to do ?
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Originating Email Address
Is there a way to change the "From" address seen by the receiver? I'd like it to be from my company name and not the actual email address, which in this case is a general mailbox address.
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Cemmercial proposal templates
Hi, I am looking for an opportunity to create a templates like Commercial proposal that consists of overall information, contact details, delivery conditions and product prices. Until now I have such a template in word or excel, but want to move to Pipedrive. Thanks in advance for your suggestions, Normunds
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How can you prevent users without the correct permissions from viewing Leadbooster?
We do not want members of our sales team having the ability to alter any of the forms, chatbots, or other leadbooster tools we've configured. We just want them to be able to see their leads. i do not see a way to accomplish this. Can we do this?
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Revenue Feature
Is the revenue feature in a deal only for recurring or can it be used for One-Time revenue? It's making one-time revenue recurring automatically.
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Is there a way to create a deal that is associated with a larger deal. So if I have a parent Compan
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Anyone else having trouble getting Support to respond via chat? Says under an hour and I've been pen
Anyone else having trouble getting Support to respond via chat? Says under an hour and I've been pending for Hours?
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Loging in
Hi Does anyone know how I can get in touch with pipedrive by phone? I can log in
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Hey I wonder if it's possible to bulk relate Organizations based on a field they have in common.
I feel like I've mismanaged Pipedrive a bit - this feature would help us target corporate groups and enterprise sales more effectively.
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När ska du använda tidslinjevyn för kontakter?
När du säljer kan du behöva få en visuell representation av dina historiska aktiviteter med en specifik kontakt på ett företag eller ett företag med alla dess kontakter. Detta är ett snabbt sätt att säkerställa att inga viktiga kontakter försummas. Jag ska nedan beskriva hur du gör i Pipedrive CRM och där kan du använda…
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Webform Style Light & Dark Theme
Hi to all! I've a problem with the style of webform: my blog's theme switch automatically on Light or Dark colors scheme according to the users system preference: so, if you are watching my blog with your dark mode on, you will see my blog "black", otherwise if you don't have dark mode active, you will se my blog with…
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Notification of new deal added
Is there a setting on Pipedrive that i can setup that would notify me of any new deals added to a particular pipeline by any salesperson?
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Toggle to working week in calendar view
Hi all! I hope you are well. I was wondering if there was a way to show only the working week (i.e. mon-fri) in the calendar view? This would give better visibility on different events happening during the week knowing I very very rarely have work activities planned during week-ends. Thanks!
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What is the best /most effective way to setup products to have tiered pricing? In example if one of
What is the best /most effective way to setup products to have tiered pricing? In example if one of our products includes a base fee and a unit based tiered pricing (3 tiers) would this be best setup as 4 products? (Base fee, T1,T2,T3)?
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Group Email Functionality Lacking Ease of Use & doesn't save time
The group email only allows us to send to 100 contacts at a time. If there are 250 contacts we will only be allowed to send a group email to 100 contacts but after this is completed we will have to individually click the next 100, and again a third time for the last 50. Why not code it so that it allows us to send it in…
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Web visitor script
Hi folks, Feedback; I have had to add the script to my site about 3 times in the past 6 weeks. Has anyone else had this problem?
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Asking about maximum number of records
How many records that pipedrive can store ?
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Any coach/consultant who can help us add data base from xero to pipedrive and few other things?
Any coach/consultant who can help us add data base from xero to pipedrive and few other things?
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Leadbooster Chatbot
Hi. Can we use Leadbooster chatbot in a facebook business page or it's only for sites?
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Smart Data Search, API
Is there a option for "Smart Data Search" in the pd API for developers :) ?
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Dear All, How can make a formal complaint abou Pipe Driver Suppport In Brazil ?? There is no clear c
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Exportação de Relatórios do PipeDrive
Bom dia Caros Venho reiterar minha solicitação e necessidade de exportar relatórios. Quero mandar uma relação dos clientes ganhos do mês, abertos do ano para meus sócios e agora nao consigo mais... faz 3 anos que operamos com o Pipe, super satisfeito até então, mas houve uma atualização e nao é mais permitido uma…
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Any suggestions keeping personal appointments out of activity reports?
If I am not mistaken any appointment on my calendar will be counted toward my monthly sales activity. As a solopreneur, I put all appointments on my calendar. Those that are sales related, appointments with my accountant, family appointments, and other commitments that are not sales related. Is there a way of keeping these…
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Quick question on graph on deals age
Hello I see that inside the deal there is a section that shows the deals age. This information is very important for us. Do you know how can I display this information in the reports ? Thanks Jorge
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Customization for Mortgage Lender
I need the Leads to be my Private Lenders and that needs different information than a Deal. The Deals need to be the Home Loan and Borrower Information. The product is my fees for Underwriting, Processing, Doc Prep and a percentage of the loan amount for placing it with one of my Private Investors. Can this software do…
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Quote/estimate in foreign currency.
My company is located in Canada and we carry a vehicle that is priced in USD. I am looking for help to include in my quote that will protect me should the USD change dramatically. I am looking to protect both the company and our clients.
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Automatic email if no activity in deal
Hi there, I would like my sales reps to receive an automatic email when there is no activity planned in a deal after 24 hours. Is this possible and maybe also on a loop? So each day a salesrep hasn't filled in an activity he gets reminded of it by email. I'm looking for something very annoying to make sure it won't happen…
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Restoring All Data from a Deleted Deal?
I need to see the original information put into a deal which has since been deleted and reopened. This deal was created with several other email addresses of peers added to it. It looks as if they were added so this person could then have access to those emails which should have been private. How can we go back and see the…
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Send bulk emails one by one
Hi This would be really useful, so that I could check and amend my bulk emails one at a time, so that I reduce errors and make them more personal. Would this be possible? Use to be able to do it in Maximizer in the old days! Matt
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CRM for Your Construction Firm: How to choose the right one ✅
With mounting economic pressure, construction companies need to try new ways to remain profitable. According to a study in the Journal of Building Engineering that examined 2700 construction projects, profit margins have been shrinking for the past several years. Additionally, construction companies often end up with a…