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Admin powers and the Mail in Pipedrive
Recently, I have been running into a situation where the default settings for visibility of emails sent into Pipedrive have been changed to "Private". My company uses Pipedrive for everything from sales, engineering, finance, commissions, etc., so everything must remain "shared". Currently, Admins don't have the ability to…
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Scheduler & self-reported attribution
Hi Pipedrive community, I really like the scheduler tool with which a prospect can book a call with one of our sales reps. Now, when someone books a demo or when the widget closes, I want to ask the client how they found us for self-reported attribution. What is the best way to do this? I am asking this because the…
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Filtering Leads by Labels
Is it possible to use filter on leads by labels? I can't find filter condition on labels :-(
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Error on Automations "insufficient authorization"
Hi there, I started automating a few things regarding the Projects AddOn. In this case it's a simple automation that creates (or should create) an activity for a user (in my testcase - myself). I have full admin rights, so I was a bit surprised when I saw that the automation (at least the trigger) works but then stops…
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Managing Deal Reporting in Pipedrive for Multiple Potential Funding Partners - Help Please
Hi There, We engage with multiple potential partners for funding simultaneously and set up separate deals in Pipedrive for each opportunity/partner we are talking to. For example, I have 1 funding opportunity that I am trying to sell to 3 different partners, but when 1 accepts, the others are cancelled. The value of the…
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Why is the Projects / Tasks features missing basic "to do" functionality?
I'm a new user of Pipedrive. I realize it's not a task manager, however it offers Project/Task features. My trial expired before I could dive into Projects and CS won't re-enable it for my account. Therefore, I have questions. After looking at the FAQ and YouTube videos, it seems that: Tasks do not have priorities Tasks do…
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Property cards in Pipedrive?! (Real Estate)
Hi Pipedrivers, I received this pro-tip on the side. Now am I completely missing something here?! Where are the property cards at? I only have organisations, people, deals and products? N
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Zadarma integration - need to have call history under a Deal and the Contact.
Hi, We have launched Zadarma integration recently, but we have an issue with calls being recorder under the Contact. We work primarily with Deals, and it would be perfect to see the call history there, as Phone Call activities. Does anyone have a similar case? Any suggestions will be appreciated, thanks!
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Setting Up Deals
I am the admin for our account and when I add a new organization into our Pipedrive to add to our deals pipeline I have to enter repetitive information i.e. organization label, contact label, deal label, and then it automatically adds me as the owner of the deal, contact, and organization so I have to go back and change…
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Email Tracker Keeps Turning Off
I thought that once you turned on email tracking it stays on, but it is randomly turning off and I have to turn it back on. Any suggestions?
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Adding a contact and specifying first name and last name
Hi, Is there a way to have two separate fields "First Name" and "Last Name" when adding a contact? As far as I can see, a single field "Name" pops up and later on Pipedrive splits it into first and last name. I would like to enter single and last name separately. This would help in some cases, especially when I only get a…
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Pipedrive partners slashed 50% of earnings - How will this affect customers
Today Pipedrive announced that their Premier partners will immediately receive 50% less in commission. I worry that this will affect their ability to run a sustainable business and provide the service they need to keep clients happy. With cheaper solutions on the market, Pipedrives increasingly urge to push prices and make…
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Add Label automatically to a specific Company when receive email
Good day, Dear Team, In Google Workspace is possible to automatically put a label when receiving one email from a company word or email, Is more easy to check in the email box. Is it possible to make the same ?
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Uploading Files onto Deals
I uploaded some files onto one deal, and they appear instantly. But when I change tab and come again into the Files Tab, the files are no more there. But when I search PipeDrive, i can see the file but still not under the Files tab.
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Shouldn't loss reasons be specific to pipelines ?
Hello, I use pipelines for: _ Pre-qualification _ Deals _ Projects (instead of the Project modules that is not helpful in my case) _ Internal Projects (instead of the Project modules that is not helpful in my case) Obviously, the loss reasons should be specific to pipelines (for the last two, it is actually a closed…
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Measurement button clicks + Stop/Cancel button for campaigns
Hello, I have 2 questions about the campaigns: 1. Why are 'button clicks' not measured? I only see link/url clicks. While I am sure (because of the results) that many people have clicked a button. 2. When we have pushed 'send' I would like to have a cancel/stop button. Thanks! Maaike
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Dynamic Fields - Activities - Workflow Automations
We have ran into a blocker to do with needing dynamic fields (using Pipedrive fields) in Activity descriptions - for Activities that are being set up in Workflow Automations. Here is a screenshot with the sensitive info redacted. The yellow highlight gives an example of where the Pipedrive Data Field is required (where the…
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Seeking Efficient Ways to Access Client Pipedrive Accounts for Setup
Hi everyone, I'm currently using Pipedrive for my business and have started introducing it to my clients. I'm looking for a more streamlined way to access their Pipedrive accounts to assist with setup and optimization. Ideally, I'd like to avoid using the regular login process or adding an extra seat, as I'm not a member…
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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.