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Embedding Schedule on website
I'd like to see if we can get HTML so we can embed the schedule on our website. I'd also like to be able to REMOVE the person's name as that may not be who they end up meeting with. And if it's possible to remove the large pipedrive tag at the top (especially since this is linked to the scheduler info page on PD's…
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Can I create a new Organization directly from the results of a Prospector search?
After searching for a business by name in Prospector, and successfully finding it, is it possible to just click somewhere to use that found information to create a new organization or deal within Pipeline? I'm doing a lot of prospecting right now and it is cumbersome (And slow!) to have to create the new organization…
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Can I copy a Pipedrive structure from one account to another?
Does anyone have a creative idea of how I could copy the structure (pipelines, custom fields, workflow automations) from one account to another? I don't need to copy data, simply just the structure of the account. Thanks!
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Set yearly goal of sales by organization and track progress
Hello, I have searched a lot but did not find any feature that seems to match my need. I would like to : be able to assign a goal of total sales for each of my organizations on a yearly basis (ie the total amount of deals to be won for an organization for this year) be able to compare this goal to the actual amount of…
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Add a custom field type to link deals
As part of our business, it may happen that a larger project will happen in multiple deals (e.g. Resales of products, Professional Services, Resale Outsource Services, etc.). It would be nice if there was a way to link deals together to create a "complex deal". The product module doesn't handle this case as "complex deal"…
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Insights: Remove "change compared to previous period" on Scorecard
When creating a scorecard in insights, is there a way to remove the percentage that pop's up at the top that displays the change compared to previous period? I would like the option to remove this and just display the main number being calculated.
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Automatic Activity Creation
Hi - new user and I have the Gmail/Cal Chrome extension going. I want to be sure any activity I have with a person in an organization is tracked on the timeline of the org. When the contact and org are already created and I create it - they link. But, when a known person schedules with me, or when I schedule with an…
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branded template
I Can't seem to import a Word document as template when it has a background image. Our company branding and logo is visbile at the top and bottom of the quotes. Is this possible in Pipedrive? if yes, how?
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How do I send a billing question that needs to be fixed?
I inadvertently signed up twice for my subscription, and I only need one seat. Who can I contact? Thanks, Shelley
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Email improvement
Hi Everyone! I would like to start a discussion, or rather to ask for your opinion regarding email templates. Since I´m not a fan of clicking through millions open tabs, I´m only using email in Pipedrive. I find the tracking extremely useful, however I see some room for improvement, therefor I would like to ask you for…
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Any Singapore-based users here? Concerning lack of support..?
Hi I'm based in Singapore and am interested in exploring Pipedrive for my company. However there are a few concerns I have: 1) Singapore is not even listed as a location when registering one's phone number. ie, there is no country number prefix of Singapore listed at all. 2) Upon requesting a demo, the only response I got…
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Link Reports/Insights to Email Subject/Templates
Hello Pipedrive Community! My role is mainly focussed on marketing, and involves strategy planning based on email performance. Although the feature to track emails is useful, it would be great to create reports based on particular email templates (or subjects) in order to compare how well specific campaigns perform.
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Can we keep a Won Deal in new pipeline?
Hello. I am wondering if there is any update to this yet as I’ve seen past posts. Once we win a deal, we want to keep it in a pipeline so we can see all the tasks that need to be completed in one place. It feels like Pipedrive is simply a sales tool and not great for after the sale is made.
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Remove unnecessary email thread display
When opening and replying to email, all previous emails are displayed in a massive vertical thread. 90 sec demo: https://www.loom.com/share/d1024450591d4de4a672dfbcfa9bb80f
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Organization Service Account For API Access
The API now is tied to the user accessing it. If I was accessing it and I ended up leaving, the flows would be obsolete after my license is deleted. I would like for their to be an organization service account used only for API access and maybe as a global reader. I know this can happen by buying an extra license but we…
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As a service provider, I monitor multiple clients. Is there a way to quickly get into each instance?
Other tools have the ability to switch quickly between instances as a power user/reseller or service provider. Does Pipedrive have this too? It usually has some sort of a choose instance button on the top right (Asana/Fareharbor) or in the left hand side (Slack) where I can switch instances. Best if I as a supporter of…
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[Closed] Join the Command Palette Beta Testing Group
UPDATE: This research has been completed; thank you for participating! Hello, Community! We've been receiving feedback on improving our SEARCH and NAVIGATION within the product by enhancing the accessibility of navigation items and quick add shortcuts. To address this, we're planning to enhance the navigation experience by…
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Real simple issue - comma needs to be added to value shown
When using the value field while emailing leads, commas aren't displayed in the number. In this testing example, the lead value is set at "$1,500". But the value field shows "$1 500". Can you guys add the comma to this, so I don't look stupid when emailing customers? Example email:
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Is a Customer Portal Possible Through Pipedrive?
We are looking for a way to add a customer portal. We already have a form where a customer inputs their information, then we can send emails and invoices to them through Pipedrive. However, for the customer portal we would want the customer to be able to fill in forms, make payments, view their account information, and…
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Automated Insights Emails
Hi There, Is there a way to send a weekly report/insights via email, slack, etc? It seems like a huge pain to have to integrate another platform. Many other sales CRMs do this straight out of the box. I want to be able to automatically update my team each Friday. Thanks Leon
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Does anyone else need to display 13 months of data on their dashboards?
In our results we like to compare the previous comparable period - often the same month last year. I custom my time period to the last 13 months but my dashboard will only display the last 12 with an option to scroll to 'page 2/2' to see the final month. Can we get around this? How can we display this data on one page?
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Change Owner when Drag and Drop a Deal
Hello there! I colect Deals from Typeform. The deals are asigned to me since I own the integration. That said, I need to change the owner of a Deal to the person that drags and drop to the next stage. Thanks in advance
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Can't get Teams integration to work!
I've been trying for an hour to get the Teams integration to work, since I want to automatically add a Teams meeting link when someone schedules a meeting with me. I have a Teams work account and a Pipedrive Advanced plan. I've tried to sign-in and out of both Pipedrive and Teams. Clear cookies and cache. Log in incognito.…
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SOPORTE TECNICO
Alguien puede decirme como puedo comunicarme con Soporte Tecnico? he enviado correos a support@pipedrive.com, pero no dan respuesta alguna. He contratado el plan professional pero me rechaza el pago y necesitaba ayuda, alguien que me ayude???
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How do you manage stakeholder relations in B2B sales process in Pipedrive?
Context: Our B2B SaaS product is sold on a project-basis; usually 3-5 people from multiple organisations are influencing product choice. In at least two occasions, key influencers became apparent at a late stage. PipeDrive deals allow for associating multiple people to a deal, which is helping. However, the stakeholder…
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Activity tab: Please add Lead's fields to customize columns in a list.
At least I need to see Lead's labels when open an Activity tab. For now there's no options to add any Lead field in a settings
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Adding standard windows font to Email
I am new for pipedrive, I need instruction, how can I add the standard Windows font "Centhury Gothic" to email. Thanks for quick reply. István
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About Activities permissions
Hey. It would be very useful feature to have different permissions for activities. We work thru activities all the time and problem is that some people dont need all 37 activities what we have in total. Sales people need certain and then we have "personal" activities also for certain people. Eventlink / Petri Lehtinen
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Moving Projects with grouped tasks to another board
As soon as I put one project with grouped tasks in another board, the tasks and acitivities are not grouped anymore. Is there a solution for that?
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Has the Email Tracking feature changed?
Coming back from the holidays, I've noticed that my new emails sent to some of my contacts I've communicated with by email many times before no longer have the tracking "eye" image alongside the newly sent email. Has something changed with the tracking feature in the new year, perhaps I've unknowingly changed a setting, or…