-
Weighted value report
How can I do a Pipeline report with the combined weighted value of the deals?
-
How to give someone permission to edit deals from a specified set of users
Hi, I have about 20 vendors/users in my pipedrive, who don't have permission to modify deals from other users. I want to grant permission to "vendor 3" to modify deals but only those from "vendor 7" and "vendor 12". Is there a way to allow that? Besides, vendors 3, 7 and 12 are in the same Pipedrive Team, i don't know if…
-
No Recurring Activities is Unacceptable in a CRM
Pipedrive not having the ability to have recurring activities in a deal is completely unacceptable in a CRM. Users should be able to have multiple recurring activities in a deal. This is a core function of any CRM.
-
Files vs Documents
Still learning how to make the most of Pipedrive. What is the difference between uploading a document under documents or files? They seem to be the same to me, so what am I missing?
-
Win Deal Notification
I've managed to trigger an email notification when one of the team "win" a deal. problem is, it has no information about the deal in the actual email so whilst we know a deal has been won, we don't know who won it, whats been won, or the customer detail of the deal? Could anyone help with this please? TIA Andy
-
Email Format Problem
How do I change the forma with which emails are displayed? Apparently they show in a "conversation" format that buries one email inside the other on a long email chan. It makes it VERY difficult to track the exchange if it gets more than a couple responses long. How do I change it to the typical email chain format?
-
Tasks Widget Request for Android
Hello, I'd like to request and enhancement to the Android app in the form of a widget that would display tasks. (It could display whichever activities were selected in settings.) Right now, I'm using Make to fill tasks into Microsoft To Do, but having this native would be great. Especially if they could be marked as "done"…
-
Formula fields for Products
Formula fields are necessary for products for calculating Margin for example
-
Comments on notes open in panel to right hand side of note
I don't find the current comment on notes system user friendly. We have long notes which we have to scroll down. Often you can forget to select the expand comments arrow so you have to scroll back up to get it, then scroll down again. I often collapse the note instead of the comments. I know it's not easy to find the…
-
Request for Including the note content field in the insights report section
It will be really convenient if you could add the Notes field in the Report section. It helps us to visualise the Notes along with the other data fields such as update time, next steps , deal value etc. For Generating report note content should be added in the insights report section. Exporting the notes or individually…
-
How to export lost deals
Dear all, I have the following view that shows a list of my leads. I would now like to export this list with a notion of whether the deal is lost or not (red mark). Any thoughts on how I can achieve this? kr, Marc
-
Triggering an automation from a Campaign
The business case would be something like this: 1 - Campaign about a new product sent --> 2- when a person opens/clicks in the links of the mail --> 3- Automatically send a personalized mail engaging with him Of course, this might be extremely intrusive but if you delay step 3 by a few days and that engagement mail has a…
-
Get UK date format in webforms
We created a webform in PD which links to our "get a quote" form on our website. One of the fields is "departure date" and has to be completed in UK date format, for example 05/02/2025 - 5th February 2025. However, when we receive the webform email notification from Pipedrive, it's always in this format 2025/02/05 and we…
-
@team when leaving notes/comments
I often leave notes I want my whole team to read. At the moment it is time-consuming adding each team member individually eg @bob @fred @karen especially when team members have same first letter and I have to choose them from a list. If you have 20 notes and 15 team members, it gets tiring quickly. It seems like it would…
-
Automatic time calculation between 2 dates
It would be great if Pipedrive could automatically calculate the duration between 2 dates. let me explain: if we have an amount earned per week for example and we indicate that the deal will be signed on 10/07/2024, Pipedrive could automatically output the turnover earned between 10/07/2024 and 31/12/2024.
-
How to Display Delayed KPI Results in Pipedrive for Weekly Updates?
I need assistance with displaying two KPIs in Pipedrive that involve a delay between the initial action and the resulting metrics. Specifically, I need to track: The percentage of setter calls conducted in relation to the number of emails sent. The percentage of customers requesting our pitch in relation to the number of…
-
Templates in a project that extracts information from linked deals
It would be great if there was a way to create a template in a project that extracts information from all deals linked to that project, and the persons linked to those deals. We work with projects that are linked to 10-20 deals (linked to 10-20 persons) and need to generate data from them within a certain project.
-
Required fields are not required
Hello, I made in Contact "required field", but it doesn't work. When I'm trying to make a new Lead, where I need to fill as well information about the Person/Contact, so it lets me go without writing down the "required fields". Thank you for your answer.
-
Filter for Deal Activities -> Last email sent later than Last Email received
I was wondering if there is a possibility to filter activities connected to deals with only activities visible where the last email sent is later than the last email received. That is indicative that I am waiting for feedback from the contact and it might be worth following up. Also this could be semi-automatized with…
-
Scheduler- Block extra time options, specify type of meeting, calendar reminder
Hello- It would be helpful if people were able to block multiple times together or have 2 or 3 options presented such as the 15min, 30min, 1hr. And if you could customize buffer time. Something like 5min isn't an option. It would also be helpful if people could specify if they want it to be a phone call, video call, or in…
-
Access scheduler for colleagues
Hello, my husband and I use pipedrive and he really likes the scheduler to make appointments with his clients. I do a lot of his admin, including sending the scheduler link to clients. Is there any way to: Access another team members scheduler link or have a general company one? It only sends meetings for me, which I don't…
-
What does '(Subscription) HTTP request is not valid' error mean during an import
What does '(Subscription) HTTP request is not valid' error mean during a bulk data import
-
Splitting revenue
hi, I have my sales team working on deals together so to manage performance I’d line to split revenue.
-
Import lead labels
Currently it's not possible to import labels when importing leads. We have some automations running based on labels, it would be useful that we can import them directly.
-
New: Two-factor authentication with your authenticator app
Hello pipedrivers! Pipedrive’s two-factor authentication (2FA) security feature has been updated to allow authenticating via an authenticator app instead of using a verification link. To access two-factor authentication, go to Personal preferences > Password and login > two-factor authentication (2FA) and enable either the…
-
Calendar and Email Workflow Tips and Tricks
Hi Folks, I'm the CEO of our company but I also handle the vast majority of the deal negotiation and closing. I receive A LOT of emails which is non-related to Sales / Pipeline. I currently have my O365 calendar which is syncing everything which looks odd in Pipedrive since I would prefer to be able to either setup the…
-
How to export lost deals
Dear all, I have the following view that shows a list of my leads. I would now like to export this list with a notion of whether the deal is lost or not (red mark). Any thoughts on how I can achieve this? kr, Marc
-
How to automatically create an activity and align time to certain custom time field
Hi everyone, I'm now assisting my client to figure out on automation workflow, however i'm having some problem here: Scenario: A home design company want to auto-create an activity when the deal has been moved to reservation stage. Script: We've created 2 custom field in deal: Reservation date(type: date) Reservation…
-
Pipedrive for insurance Agents - looking for solutions to calculate a commission
Hi, We have just started testing out Pipedrive to see if it will meet our requirements, but I'm already seeing some limitations and looking for a solution / workaround (that wouldn't require using Zapier). So let say we want to sell a car insurance, which consists of 3 parts: 1. Damages to your car 2. Damages to other…
-
Email Template Lead
Hi guys, I have been trying to setup a simple automation to send out an email template once a customer enters a pipeline (1 minute delay for testing purposes) Once through to this section I have selected the following options before progressing. Once I have completed the next stage before I can approve, the "Email Template…