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Can I open a deal automatically after creating it?
Hi, Is there a way that when I create a New Deal (often for new organisation), after saving, Pipedrive will automatically take me to that deal?
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Deal Detail Report
Is there a way to generate a report that shows all of the details associated with a specific deal?
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Hallo hat jemand Erfahrung mit der API Schnittstelle des Baufimanagers von Immobilienscout? Wie geht
Hallo hat jemand Erfahrung mit der API Schnittstelle des Baufimanagers von Immobilienscout? Wie geht das genau? Ich bekomme das leider nicht hin. Viele Grüße und danke
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Email tracking for email campaigns?
Hi, I'm new here and wanted to know if there's the option of email campaigns/tracking with Pipedrive?
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Facebook Messenger to Pipedrive
We currently have a Zapier integration between Facebook Messenger and Pipedrive. However, this only imports a lead when they provide an email address. We'd like to be able to forward photographs over from Messenger to Pipedrive. Does any one recommend any specific integrations? We are using Many Chat are are generating…
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When you enter in a new company with same name as last entry, it puts the address and name of the pr
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Unable to retrieve 'not done' activities from API
Hi all, I'm trying to retrieve all activities from my PD, but I'm only getting the 'done' activities in return. I have tried not specifiying the "done" parameter: https://api.pipedrive.com/v1/activities?user_id=0&api_token=XXX&limit=500&tart=100000 I've also tried specifying "done=0":…
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Me gustaría saber como poder asignar usuarios específicos para que puedan darle a Ganado o Perdido a
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Onderwerpen voor de community meetup
Hey allemaal, Ik sta op het punt de volgende community meetup bij jullie in de agenda te zetten en wil graag wat input voor onderwerpen die jullie graag willen bespreken. Ik wacht het af! Zie en spreek jullie snel! 🚀
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Has anybody figured out how to manage a reseller channel and their respective clients in the same Pi
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when to start adding deals
when do you guys start adding deals to your contacts?
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Sales Docs
Hi @Mike van der Valk Do you know if this is solved? I have used it for quotation to some clients. But one of the clients mailed me, because they where not allowed to open the link for the quote for security reasons? Security Warning: This email comes from an external source. Be careful when clicking on the links and…
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Mail sync stopped working It won't let me reauthenticate or create a new account.
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When I create a custom field, I cannot see it in the form I am building.
When I create a custom field, I cannot see it in the form I am building.
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Hi i have a problem
jak zmienić pasek nawigacji ?
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Unable to send out emails
I am unable to send out emails. Can somebody help me? I am able to recive emails.
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Bulk adding activities?
Hi all, Is there a way to do a bulk add of new activities to a group of leads that need to be updated on the same day, for example? Thank you!
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Custom data field not auto completing
My custom data field Organisaition 'Source' is not autocompleting when I create a lead, even though I have it set to that. Also I'm unable to amend or add this field to existing Leads Any ideas?
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Zichtbaarheid rapporten in "customizable dashboard"
Weergave in rapport Ik probeer een rapport (conversie per klant/organisatie) weer te geven in het customizable dashboard. Probleem is echter dat slechts een deel van dit rapport in het dashboard komt. Het rapport is namelijk te groot voor "1 view" en kan dus in het rapport zelf dmv een pijltje geswitcht worden tussen de…
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Hello, I would like to know, how to get a specific schedule in more that 1 email?
Hello, I would like to know, how to get a specific schedule in more that 1 email?
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Client Reporting
I am a commercial agent and organize my listings into deals. Is there a way to create a report of the activity inside the deal to send to my clients?
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Flag accepted, rejected, not confirmed google calendar sync
After an update I'm trying the sync and status confirmation functionality with google calendar. Well: Green flag visible inside the desktop activity; Improved: Flag from list on mobile app; List flag for desktop glance; Desktop notification when user confirms, declines or changes status to the invitation; :-D
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Activity Bug?
Anyone else getting this? Caused several issues when I'm calling clients! After marking an activity as done, it copies the contact number onto the next activity! @Mike van der Valk
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Is there a way to add multiple currencies to a deal?
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GERENTES DE VENDAS E SUAS ATIVIDADES DE ALTO IMPACTO!
O papel dos Gerentes de Vendas Este texto não abordará quais competências e comportamentos são essenciais para que Gerentes de Vendas desempenhem seu papel de forma exemplar, mas sim, quais são suas atividades centrais que contribuem para o desenvolvimento de equipes de alto desempenho em vendas. Não raro ainda se vê…
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Is there any way to build a report which includes the Activity DETAIL?
I'm not interested in the total number of activities or the total number of activities. I want to build a report, by organization, which reports out the actual details of those activities. Any help appreciated thanks!
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Customer case study / reporting & growing sales performance
The best part of being a Pipedrive Partner is seeing an actual positive effect on our customers' organizations. And while measuring actual numerical effects takes time, it's great to share actual stories for some of the projects we currently work on. Learn how we helped SunRoof, a photovoltaics company improve reporting…
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Contacts to Deals information not visible
Why is it that when there is a new deal created from a contact, none of the notes, emails, calls are transferred over? I have to look back at the contact profile to see all notes, is there a setting when creating a Deal from contacts? THANK YOU!
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How much do you use the activities in Pipedrive?
How much do you use the activities in Pipedrive?
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I would like to see "all" items in the "done" section of the deal log in the sequence they have been
I would like to see "all" items in the "done" section of the deal log in the sequence they have been done and not in the sequence they have been created. Is this also important for you?