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home page deals
does anyone know the algorithm for deal sorting on the home page? I am trying to rearrange my tiles but finding trouble with it going to the bottom of list.
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How does Pipedrives group email compare to Mailchimp or other email marketing softwares?
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Personal Contacts
Hi I want to remove personal contacts that have synced in with office 365. This is because effectively the whole company can then see my personal emails, which are connected to that contact. If I delete them, will they then also delete off Office 365, or will they keep adding back in due to the sync? Thanks Matt
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How to Keep Closing B2B Deals During the Pandemic
Covid-19 has changed the world of B2B sales. Even if you started the year with a packed pipeline, few businesses have escaped the economic turmoil, and about 50% of B2B buyers are holding off on purchases because of the pandemic, according to McKinsey & Co. Lowering quotas, slashing forecasts, and cutting marketing budgets…
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Business Development in the Time of Pandemic
“Clients don’t care how much you know until they know how much you care.” The world has changed and will never be the same. The COVID-19 pandemic is a uniquely shared global experience that tests our mettle in unexpected ways. There is no playbook, no instruction manual, no treatise to guide us through these uncharted…
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Webinar replay: LeadBooster Soft Launch!
https://pipedrive.hubs.vidyard.com/watch/zHyeRfGtfSzQpyrq9fF5q3? Watch last week's webinar diving deeper into our new lead generation tool set LeadBooster. Lead Suite can be added to any Pipedrive CRM plan to help you get more high-quality inbound and outbound leads. In this webinar, you’ll learn about what’s included in…
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From Zoho to Pipedrive, Advice Wanted
Currently using Pipedrive for my mainline work. Trying to shift my other business from Zoho to Pipedrive. Has anyone moved their CRM from another platform? What were the challenges? We are currently using Zoho mail as well. What were your challenges? Was the transition seamless or problematic? All advice welcome!
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Can you change auto deal naming?
We are a fabricator / installer that often does multiple pieces of work for the same organisations. As the sales and estimating teams are adding their deals in PD, they often overlook the Deal Title field as it is auto/ pre-filled as "Org + Deal". The Deal title therefore gets confusing as we end up with 8 deals all with…
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Gostaria de poder sincronizar contatos de mais de uma conta de e-mail? Would you like to be able to
Gostaria de poder sincronizar contatos de mais de uma conta de e-mail? Would you like to be able to sync contacts from more than one email account?
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Track sources for Deals or for Contacts
Hello everyone, do you track a source of contacts inside the Pipedrive? If Yes, then do you track them for deals or for each contact individually? Why?
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Problème de synchronisation courriel
Bonjour, Mes courriels n'ont pas fini de synchroniser depuis 2 jours. Qu'est-ce que je peux faire svp?
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Measuring funnel conversion from one stage to another (not in order)
Hi! We have three pipeline stages that are different radar categories. Basically, when we want to keep an eye on a lead they move to one of these stages. I would like to measure how many of those leads move back into the pipeline. Essentially I want to know the conversion from "radar" to "meeting" for example. In our…
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Are you able to archive won or lost deals so that they no longer appear on your deals list?
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Community Question
Hi Pipedrivers :) - I have what might be a silly question. When I first started with the Pipedrive community, I was using my profile email address here: @Jeremy Gulley and now I'm using this profile permanently. Is there anyway to combine or merge my profiles on the community? @Inês Batata - would you be able to help?…
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Webforms don't show all fields.
Hi there, I'm trying to use webforms and have some issues. If I generate a custom field (f.e. a custom date field), this doesn't always show up in the options available in the webform gernerator. Although it states that all of the option fields should be available. What am I missing? Best regards, S
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How do you deal with retention in Pipedrive?
We SaaS model and once in a year, we need to renegotiated deals. What is your best practise, how you keep all transparent?
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Best B2B Follow-up sequence for conversion
Email autoresponder sequence, SMS, broadcasts, phone calls, personalized LinkedIn messages... sheesh! We're putting together our overall sales automation plan and working to figure out the best sequence for our business. We have a B2B informational product that typically requires an education process before the sale. What…
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DEALS - How not to overlap DEALS ? ---We work with partners and up to 3 partners can develop an oppo
DEALS - How not to overlap DEALS ? ---We work with partners and up to 3 partners can develop an opportunity in the same company. But if we register 3 opportunities, we will have an inflated pipeline. If we don't register, we can't control which of partners are working on that opportunity. How would they do it? Thank you.
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Report showing activity completed by due date
Is there an option to create an activity report that shows what tasks were completed by the date set and what ones were either rescheduled or not completed by the due date? Can this be broken down by agent? Thanks
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Transfer contacts to leads.
Hello there. I created deals on the contacts i have in pipedrive but they are actualy leads. This was done before the Leads function. How can i transfer the contacts from the deals to leads, WITHOUT import and the possibility of creating dupicate contacts?
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undo or delete contacts from gmail sync
hi. I make a mistake and sync users from my personal account. I dont want to have this contacts. please help
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Detta är Torbjörn Johansson @Vojigo
Först vill jag tacka för förtroendet att leda gruppen: Pipedrive Sverige. Jag heter Torbjörn Johansson och driver konsultföretaget Vojigo. Vojigo hjälper säljorganisationer och säljare att nå sin fulla potential genom att kombinera traditionella säljmetoder med kundanpassade säljprocesser och moderna digitala verktyg. Jag…
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RELATÓRIO DE INSIGHTS - INCLUIR TODOS OS CAMPOS NAS COLUNAS DO RELATÓRIO
Fica a sugestão. No relatório de desempenho, por exemplo, aparece apenas alguns campos na tabela. Seria interessante adicionar qualquer campo de interesse no relatório para evitar entrar negócio por negócio para extrair uma informação dentro de um campo específico. Em relatórios anuais e trimestrais é inviável fazer isto.
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ISSUE? Web Form may not include "Large text" field
Is it normal that webform cannot include field as "Large text"? Why? Is it possible to active this feature? thanks
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Clock / Time / Calander
Please have your team change the time so we can see normal clock / time AM PM. The Military 24 hour clock is super annoying
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How do you manage recurrent sales?
Hello community, I am wondering whats the best way to manage a customer you have already closed a deal with, and is willing to do further business in the future? I've found out that if I create a new deal, I loose valuable information from past deals that may become handy. any thoughts? I appreciate your help!! thanks!!
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LeadBooster Referral
We are using LeadBooster and Webforms on our website, both have the "We are powered by pipedrive" and we have kept it on there so that people can join and we can receive a referral. When clicking the Webform "We are Powered By PipeDrive" it takes you to the referral page but when clicking the LeadBooster "We Powered By…
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Saving filters for Leads
Hi - why aren't the filters staying when i refresh the leads page. Is that a bug? I have to manually reset to myself every time I go to the page. What am I doing wrong?
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Once an Organization or Contact has been labeled, everyone associated with that Deal is labeled the
Once an Organization or Contact has been labeled, everyone associated with that Deal is labeled the same.....Don't have to change labels for everyone to match.
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Goals Dashboard Report
HI All, I noticed that PD will divide an annual #Goal (Target) by 12 (months) which won't work for us as our team's goals change (ie over December and January, they get half targets/goals, when they are new and have just joined, their target slowly grows over the first 4 months), however if I set their goals manually on a…