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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…
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What would you suggest as the top awareness medium/channel for a niche financial application startup
What would you suggest as the top awareness medium/channel for a niche financial application startup. (Fixed Income Trade ideas)
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Hello!
Care este procesul vostru de sales?
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INTERAÇÕES DE VENDAS 100%
As Interações de Vendas ... Realizar interações de vendas eficazes é a tarefa mais essencial dos profissionais de vendas. Seja pessoalmente, por telefone ou mesmo por meios eletrônicos, as interações diretas entre o profissional de vendas e os clientes estão no centro da sua função. Independentemente da natureza ou…
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Recommendation for managing leads
I have a list of leads that have information already associated with them. I create custom fields for this information because it helps me tailor my prospecting message. However, I can only access this information from the deals. My workaround is to create a lead segment in deals and add my leads there. This is unfortunate…
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Is there an easy way to add (convert) multiple existing contacts into leads in the system?
Was hoping to be able to select multiple contacts from the list of existing contacts and classify or move them into leads.
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Gmail title address Issue not my Domain reg with
Please give me advice on how to be synced in Gmail but use my personal domain in the address sent.
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filtraggio email
buongiorno e' possibile filtrare l'email da quelle lette e non lette grazie
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Search for "Blank"
I need to search for contacts that are missing an email but I do not see a condition to search for blank. I have tried entering blank in quotes and have also tried leaving the cell open but that also does not work.
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Handling an organization without contacts
I have an application which requires me to communicate with an organisation, rather than a contact, using the organisation's generic email address: infor@ How do I handle that in Pipedrive? * Add the organisation as a contact? * Add the organisation normally and then add a 'virtual' contact? * A better way? Any advice…
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How do I add a call date?
How do I add a call date?
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What is the core reason Pipedrivers want to sync emails/ other communications to Pipedrive?
What is the core reason Pipedrivers want to sync emails/ other communications to Pipedrive?
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Nutzern nur an einer bestimmten Phase Sichtbarkeit zuteilen?
Guten Morgen, ist es möglich die Sichtbarkeit von Deals für bestimmte Nutzer einzuschränken? Meine Pipeline hat 7 Stationen und ich würde zum Beispiel den Sachbearbeiter der nur noch für die letzte Phase verantwortlich ist auch nur diese zeigen wollen. Geht das? Habe leider nichts gefunden und suche ggf. nach einem…
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Android App Notifications
Ideally I want an instant notification (just like receiving SMS or WhatsApp message) letting me know that a new deal has been created and/or a new activity has been created (so that I can call them ASAP). I've had a look at the notifications settings and turned on everything I could, but I think the best I could find was…
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Lead scoring on Pipedrive
Hello the community, Which solution or process do you use to score your leads into Pipedrive? Zapier, Integromat, Google sheets ? Idea: Incremental feature will be great into automation
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FIELD TYPE FILE ON FORMS
How can I add field type (file) in pipedrive form
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How long have you been using Pipedrive?
How long have you been using Pipedrive?
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Is there a way to pull product information within Insights or some other form?
Has anyone found a way to filter projects with products on the deals? Ideally, this would be available within Insights, but it's not an option. We would like to pull product numbers for stock projections and the type of products being quoted.
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E-mail problem
Dear all, all the E-mails I've sent and recieved today via Pipedrive have not been registered, either in Deal category or E-mails in general. Did anyone experience anything similar today? Thank you in advance, Frane.
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What makes selling in Slovakia unique? Use this channel to connect and speak Slovak if you prefer :)
Hi all, Ľubomír Kukuča took the initiative with this Slovakia channel. Please use it to connect with local people who work in sales and use Pipedrive. Discuss questions, tips & tricks and above all feel free to speak Slovak! So tell us: what are the most common do's and dont's for doing business in Slovakia? What's your…
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Introduction
Hi, I would like to introduce myself to you as Slovakia community leader and business development manager at freevision.co I have been working with Pipedrive for more than 5 years. I have used it as a business CRM in all my previous work since 2015. In addition to its intuitive logical interface, I liked Pipedrive mainly…
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Does anyone know how to create contacts without creating a deal?
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multiple deal owners
Hi All, I have account 'teams' that share deals. Can I assign multiple owners to a single deal? Thank you, Pick
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I need some expert help!- Call Center
I am struggling with creating a process for lead calling, since the leads module does not have automations or custom fields I am stuck using the deals module. SO I have created automated task generations of "call 1" 2,3, etc. and then created a zapier to remove those calls if the lead has a disposition of "appointment set"…