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KPI's in Pipedrive
KPIs - how do you use Pipedrive to create / monitor the performance of your sales team? Many things changed in pipe over the past two years and I cannot find things that were there before. Thanks for your help.
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UI feedback
OK so the new navigation is great. I like it way better. however one thing that me and my whole team always get extremely frustrated with is the icons on the side panel. this person/calendar/calculator icon is confusing the icon for people/organizations aka contacts is NOT clear. All of us think it looks more like a…
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Verlustgründe richtig anlegen
Wir sehen in den Pipedrives unserer Kunden immer wieder, dass die Verlustgründe nicht verwendet oder nicht optimal eingesetzt werden. Hier ist ein Artikel mit Tipps, wie man es besser machen kann. Die Verlustgründe sind nun auch endlich in den Insights auswertbar:
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🇸🇰 Pipedrive Slovakia/Slovensko channel gets a Channel Leader! 🎉
Ľubomír Kukuča as the country Channel Leader and tell us a bit about yourselves. What do you do, what brings you here? Let's get the Slovakia country group moving! 🇸🇰 Ľubomír Kukuča Can I please ask you to update the description of this group to your liking (click on the triple dots in the top right), introduce yourself as…
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Can I use pipedrive for B2C sales? I read that I need to have an organization associated with a deal
Can I use pipedrive for B2C sales? I read that I need to have an organization associated with a deal ....
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Thank You Community Members
Huge thanks to those who joined the session last night. It was great to know everyone. Thank you for being part of the community. This initiative wouldn’t be possible without the amazing support of our partners from Pipedrive, Inês, Giuseppe and Arho. Looking forward to the difference we can make as a community. Til the…
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When merging contacts, is it possible to have the participation tags merge? I am often merging two d
When merging contacts, is it possible to have the participation tags merge? I am often merging two different people and I want to capture all of the participation tags on both profiles; currently one is overwriting the other.
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Do you make separate pipelines for each year?
Many companies work according to the financial year. It's very important to see in the pipeline only the deals we have this year, that are open, won and lost, so that we get a good idea of how well we are doing this year. Right now, if I see won and lost deals, I see deals going all the way back to 2018 which is not useful…
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Multiple websites per company
We are an online ad network. Some of our clients have multiple domains that we would like associated with the company and not a deal. Is there a solution or best practice to accomplish this? Thanks - Robert
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Webforms should still be included in the plan without LeadBooster because our current clients Webfor
Webforms should still be included in the plan without LeadBooster because our current clients Webforms does not work anymore and it is frustrating to hear that they have to pay more to get it...
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Ban The Banner
Currently, I'm sharing an Insights Dashboard of our national sales results via Public Link, via wall-mounted LCD screens at each of our 30+ sites. A source of ongoing inconvenience is the 'Pipedrive - Try It Free' banner that is immovably embedded at the top of the display. The Evil Banner of DOOOOM! While most would view…
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Email synchronisation
Hi, Since One week, the status of Email synchronisation is always the same: Synchronisation in progress..... without new Email items from Exchange 2016 ONprem. I stopped the synchronisation and restart it. But any progress. Do you have an idea?
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CSV Dateien Einpflegen und in eine spezielle Pipeline einfügen.
Hallo, ich brauche mal eine Hilfe. 1. Wie Pflege ich eine CSV Datei mit beispielsweise 100 Kontakten vernünftig und 2. Wie kann ich diesen Import dann in eine neue dafür angelegte Pipeline eintragen? Vielen Dank für die Hilfe Kosta
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Pipedrive Prospector
Hi guys. Can someone explain to me in more detail how Pipedrive prospector credits are working? How many leads can i get from 1 credit?
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Increase the number of leads by prospecting on a large scale
Hello I am looking for solutions or an expert to support me in the automation of prospecting for my startup. I want to prospect a large-scale sector and increase the number of leads by automatically creating a database, then retrieve the contact details of the decision-makers, add this data to Pipedrive and automatically…
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Case Management
Hi All, Has anyone tried to set up a Case Management function in Pipedrive? Thanks
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3 ways to deal with 'I am not the right person' sales call objections
Here are 3 smart ways to turn that line into a meeting, shared by the sales expert extraordinaire Becc Holland. (bonus pointer in comments). Method 1 - Ask for a piece of advice from them “Hey Elon, I am Tim from Outplay, I want to pitch our sales engagement tool to Tesla. Who do you think is the right person to reach out…
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Offerte / Affari / Deals
Buongiorno a tutti, vorrei segnalare la comodità nei DEALS di inserire sotto una unica voce OFFERTA più offerte di prodotti diversi. Nel mio caso, utilizzando il CAMPO PRODOTTO riesco ad inserire per quel singolo cantiere o gara : Prodotto 1 : pompe € 5.000 P.2 : tubi € 4.000 P.3 : Sprinkler € 3.000 Il sistema conta un…
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ZOOM integration into activities
OK so zoom integration. its installed and enabled in pipedrive. But there is no way to: * schedule a zoom meeting * add the zoom call info * add multiple people to the zoom meeting Im sure Im missing something because there is literally NO ZOOM anything in pipedrive.
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Leads Inbox
I like the concept of the Leads Inbox, that being a place to monitor and work unqualified leads and easily convert to the deal module. However, I find the Leads module is not as functional as the other modules of Pipedrive are. I realize its new. Has anyone experience using this? I am trying to make use of it in our…
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My email send is not working in PD and it is next to impossible to get any help. Can anyone here he
My email send is not working in PD and it is next to impossible to get any help. Can anyone here help me, please? I keep getting an error message saying PD can not send email at this time and no one from the company is responding.
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Replace Form Success Message with Page URL Redirect.
We would love to use the forms but we want to be able to redirect after form completion to a specific URL on our site. This is especially helpful for downloadable content after form completion, but it is also critical for goal tracking in Google Analytics. Thanks!
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Przełączenie z kalendarza Google na Outlook
Przerabiałem ostatnio przeniesienie mojego profilu z kalendarza Google na Outlook i może to być przydatne dla osób w podobnej sytuacji. W moim profilu nie było zakładki Calendar sync (Settings > Tools and apps) a była tylko zakładka Google Calendar. Co było potrzebne do zmiany: 1. kontakt z obsługą klienta (chat) 2.…
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Pipedrive ID not showing within the Organization screen
Do you know where you can find the Pipedrive ID other than in the contacts please? I cannot see a way to add it to the organization screen. Thanks
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W jakiej skali korzystasz z Pipedrive?
W jakiej skali korzystasz z Pipedrive?
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Nya dokumentfunktion i PB
Hej folket! Är det någon av er som börjat använda PBs Documents för att skapa offerter/avtal? Om ni gör det, hur arbetar ni med det då?
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Has your team and business been helped in the past by our support team or our help content?
Hi Pipedrivers 🚀 I'm Mike, the product manager responsible for our Support & Learning area including, but not limited to: * This Community * Our Academy * Our Knowledge Base * The Help Center * The in-app quick help including the chat with our support team (see image) I use data to understand our value, but I'm curious to…
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Automatic Email Tracking
Hi, is it possibile to turn on automatically the "track email opening" and "track link opening" ? Now I have a workflow that send emails but I can't track them :-(
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Leadbooster only showing now and again?
I am having issues with Leadbooster only appearing on pages now and again.. it is verified and installed (as below)... i have cleared wp cache etc. works fine in edge? has been working fine in chrome too but yesterday started playing up - on all test devices (3 pcs, 2 phone etc). Any know issues? Thanks
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Correct name-tense & stage management
In the knowledgebase, Pipedrive suggests using the past indefinite tense. What I'm not sure is WHEN to place deals in a certain stage. Which example is correct? >> Pipeline stage name: Contact made Example 1 > Deal STAYS in Contact made because first contact has been made Example 2 > Deal MOVES to next stage because…