-
User Experience and View/Context Switching!
Have you ever felt this urge of grouping two pages inside Pipedrive in one view? like OMG how helpful it would be to see the Deal Details without leaving my pipeline! Or it would be amazing to keep an activity view open and take it with me while writing an email! If you had such experience of feeling before, please share…
-
Sharing results with others?
Hey there! I am Seda, a Product Manager in Pipedrive. Did you know that you can share your results with others (including non-Pipedrive users) through a easy-to-create link which updates results in real-time? Here is a blog post offering more detail and any feedback or comments are very appreciated.…
-
Is there any plan to offer Connector for Google Data Studio?
Is there any plan to offer Connector for Google Data Studio?
-
Trouble when entering a phone number
Hello all. I'm deploying a pipedrive for a client and there's one thing I don't understand, let's see if I can explain myself and you can help me. When creating a new Firm (Empresa in spanish) I need to include, in the first form, the phone number of the linked person, not the phone of the firm, and all phones must be…
-
How can I expand my list view past 25 names?
How can I expand my list view past 25 names?
-
How to edit Deal ID Nr?
How to edit Deal ID Nr?
-
Reply Emails: I use the bcc specific deal address to sync my outgoing emails but, when the custome
Reply Emails: I use the bcc specific deal address to sync my outgoing emails but, when the customer replies it's not showing up in deal notes or activities. Any Suggestions?
-
Moving Activities Forward In My Calendar
I am trying to figure out if there is a way to move activities forward in my calendar en masse. For instance, I currently have 19 activities listed for March 9th. Here we are on March 17th, and I'd like to move all of those activities on March 9th forward to March 20th. Is there a way to do that without going into each…
-
Account Transfer - Visibility Issues
Guys, Maybe I am missing something so hopefully someone will be able to help. * I am changing organization ownership from REP 1 to REP 2. * I have changed person ownership for this organization from REP 1 to REP 2 * I have changed deal ownership for this organization from REP 1 to REP 2 SETUP Both REP 1 and REP 2 are set…
-
Email # of opens
Would people find it help to sort sent emails by number of times they were opened? I would like to reach out to those who open multiple times because they are most likely to engage. Thoughts?
-
3rd Party Created Activities
Several 3rd party tools create activities. Example is Outfunnel which creates activities when newsletters are viewed or unsubscribed. This is useful - but if you add multiple 3rd party apps using activities, things can create a very messy user experience in the "schedule activity" panel It would be helpful if by default,…
-
Hello! Anyone knows how to erase a list of contacts? I am only able to erase them one by one! Thanks
Hello! Anyone knows how to erase a list of contacts? I am only able to erase them one by one! Thanks!
-
Sender name in email
Hi, when I send an email from PD so the other party sees in the recipient only "biba". I assume by mail: biba@*.com. Where can I set the full name? When I send mail directly from the Mail app on a Macbook, the other party sees my full name. Picture from gmail and Mail app (mac ox). I have the same settings for my email…
-
Deal Activity notifications
How can I receive notifications on a deal from different account owner?
-
Real state: photos: I want to know suggestion about where can upload state inventory pictures
Real state: photos: I want to know suggestion about where can upload state inventory pictures
-
Organising Customer labels
How to you get the customer labels to appear in the order you want them to? My labels seem to appear in a random order, and it's really annoying!
-
Deal visibility question
My client is a real estate firm. The deal title is always the address. We want to make sure that only the owner and followers of the deal can see/edit all information but the rest of the users can only see the deal title so they know not to go after that address. Doable? Any workarounds?
-
DOCUSIGN integration
https://www.youtube.com/watch?v=rEh_umG8k3wFolks, we just released this brand new integration, is an EARLY BIRD stage. Happy to receive feedbacks! https://easycrm.me/docusign-on-pipedrive/
-
How are you managing your projects and staffing once sales opportunities have converted into project
How are you managing your projects and staffing once sales opportunities have converted into projects?
-
Boa tarde, um cliente meu tem uma etapa onde apenas alguns clientes entram, que é de trial. A grande
Boa tarde, um cliente meu tem uma etapa onde apenas alguns clientes entram, que é de trial. A grande maioria dos leads vai da proposta para a negociação. Mas em alguns casos eles vão iniciar um Trial. neste caso, sugeri que ele colocasse uma etapa trial. Como ele pode ter indicadores somente da etapa, por exemplo, qto…
-
How to receive leads or contacts by e-mail in a single pipedriver email?
I have a chatbot e a callcenter to receive contacts from clients and a want to receive the leads in a single pipedrive email for all users see it. Is it possible?
-
Hi guys, are pipeline tiles configurable?
Hi guys, are pipeline tiles configurable?
-
Choosing Pipedrive
I first heard about Pipedrive from a podcast while walking for exercise one winter evening. It may have been a February evening. It may have been snowing. I’m not 100% certain which podcast it was, but I liked what I heard about Pipedrive being laser-focused on moving deals through a pipeline and closing them. I had just…