Organize and Optimize your Account for Success webinar Q&A

Dina Osman

• Is there a training like this available for running campaigns directly with PD?
  • https://www.pipedrive.com/en/academy/courses/campaigns?ref=help_center_search

Dina Osman

• I'm new to Pipedrive. The examples have been in the List mode, but when I click on list, it says "No deals added yet"   Does that mean my company hasn't set up the list view yet?  Does this have to be done before i can use the features Joe was showing?
  • You may have no deals assigned to you in the list you are viewing, in the top right-hand corner of list view you should say your name with a drop-down arrow. Click there and you can select “everyone” to see deals owned by all users if your account’s permission settings allow.

Dina Osman

• I thought when you are bulk editing, that you can only edit up to 100 deals at once?
  • This is only the limit for Bulk emailing contacts and converting deals to leads simultaneously! Editing can be done to any number

Dina Osman

• How do I include leads performance in analytics?
  • https://support.pipedrive.com/en/article/insights-reports-lead-performance

Dina Osman

• What level of tailoring is allowed when sending bulk emails to deals (i.e. if a bulk contains deals that are "rotting" as well as other deals)?
  • The template you are sending and the list you are sending it to can be tailored however needed. Merge fields can be included in template to autofill org, deal, contact info and more as shown here:

 https://support.pipedrive.com/en/article/group-emailing

Dina Osman

• How can I schedule prospects based on time zones?
  • https://support.pipedrive.com/en/article/can-i-change-my-displayed-timezone

Dina Osman

• How can I delete an organization/deals? I can still them on my Pipedrive.
  • Deleting an item in Pipedrive will not delete other items linked to it (e.g., if a deal is deleted, activities linked to that deal will not be deleted).

Dina Osman

• "I have a question regarding the new ""Campaigns Tab"". I want to make an email opt-in campaign for existing customers/Former customers that I have in Pipedrive. What is the best way to go about this? Can I customize the ""Send Double Opt-In Request""? to my own language?"
  • Yes or import to update contacts with “Subscribed” Marketing Status as shown here:https://support.pipedrive.com/en/article/campaigns-by-pipedrive

Dina Osman

• how can I remove closed companies ?
  • https://support.pipedrive.com/en/article/how-can-i-delete-items-in-pipedrive

Dina Osman

• Can we merge in bulk?
  • https://support.pipedrive.com/en/article/merge-duplicates

Dina Osman

• how can my team see my interactions on my organizations
  • Be sure to have “share within your company” setting activated to show emails to linked deals/orgs/contacts as shown here:

 https://support.pipedrive.com/en/article/email-privacy-and-sharing-emails-in-pipedrive

Dina Osman

• How come My team cant see my emails in pipe, tho I can see them on clients ?
  • Be sure to have “share within your company” setting activated to show emails to linked deals/orgs/contacts as shown here:

 https://support.pipedrive.com/en/article/email-privacy-and-sharing-emails-in-pipedrive