Licenses

Arnd Backhaus
Arnd Backhaus Member Posts: 5 VERIFIED MEMBER
First Comment
edited July 2022 in Business Talk #1

Hi. Is it possible to have one Professional Account and 10 normal ones? 

Comments

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,053 PIPEDRIVE TEAM
    2500 Comments Fifth Anniversary 100 Likes 5 Answers
    edited April 2022 #2

    Hi @Arnd Backhaus ,

    Unfortunately this is not possible. Right now every user is on the same license. Could you elaborate a bit more why you'd need this. What would the one user need from the professional plan?

  • Arnd Backhaus
    Arnd Backhaus Member Posts: 5 VERIFIED MEMBER
    First Comment
    edited February 2022 #3

    Hi Mike. Yes because just one user Need the Dashboard Functionality. thats it. Actually i have to Export data and Dashboard in Excel. Thats not so comfortable

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,053 PIPEDRIVE TEAM
    2500 Comments Fifth Anniversary 100 Likes 5 Answers
    edited April 2020 #4

    Hi Mike. Yes because just one user Need the Dashboard Functionality. thats it. Actually i have to Export data and Dashboard in Excel. Thats not so comfortable

    Thanks for clarifying and sorry @Arnd Backhaus there's no solution for now besides for example using a third party tool for your dashboard. Nonetheless, I've shared your feedback with our team.@Seda just sharing this feedback with you as well :) 

  • Boris Tsibelman
    Boris Tsibelman Member Posts: 827 VERIFIED MEMBER
    1000 Comments Third Anniversary 5 Likes First Answer
    edited April 2022 #5

    @Arnd Backhaus -- You can look into databox.com for dashboard solution. 

     

  • Seda
    Seda Posts: 75 VERIFIED MEMBER
    100 Comments Pipedrive Team
    edited April 2022 #6

    Hi @Arnd Backhaus !

    Dashboard and Insights feature are available to all plans :) Do you refer to some particular part?

    In Insights, you can also create a public link of your dashboard and share it with even none Pipedrive users. Link is  updated live. See more here: https://support.pipedrive.com/hc/en-us/articles/360002688698-Shareable-Insights

  • Bernd Auer
    Bernd Auer Member Posts: 348 VERIFIED MEMBER
    Fourth Anniversary 100 Up Votes 100 Comments 25 Likes
    edited April 2022 #7

    EIN Dashboard ist auch in der Advanced enthalten oder verstehe ich etwas falsch? 

    Ein wichtiger Unterschied zwischen der Professional und der Advanced ist, dass man in der günstigeren Variante bei den Reports NICHT auf benutzerdefinierte Felder zugreifen kann. Somit bleibt einem zum Beispiel für eine Auswertung nach Dealquellen "nur" die Übersicht in der Listenansicht, der Export ins Excel oder - wie Boris oben geschrieben hat - ein Zusatztool. Da gibts auch noch andere gute.

    Hier ist eine Preisübersicht, in der wir uns bemüht haben, die Unterschiede zwischen den Lizenzen noch besser herauszuheben: https://pd-experts.com/preise-pipedrive-rechnung-sepa/

  • Arnd Backhaus
    Arnd Backhaus Member Posts: 5 VERIFIED MEMBER
    First Comment
    edited April 2022 #8

    Thanks for all your answers - that was very helpful

This discussion has been closed.