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Linking Multiple deals for one overarching deal
Hello! Is there a process for combining deals into over overarching deal
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Created an automation to create an activity after a deal is won.
I have created the below automation but it didn't work. Can anyone point out the problem here?
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Why isn't there a restore recycle bin availble?
So I have some organizations that have been deleted. Is there an easy way to recover those orgs?
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Phone Calling App
How to create a phone calling app which will be listed under Default Calling Apps? Regards, Andreas
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filter by read/opened emails
I have a recommendation for a new feature, when someone opens or reads an email theres no field i can utilize to filter out that they opened an email, they are indexed to look one by one, it would be great to add this to the contacts field as an option to sort with including a sort by number of opens so that i can target…
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Email # of opens
Would people find it help to sort sent emails by number of times they were opened? I would like to reach out to those who open multiple times because they are most likely to engage. Thoughts?
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Translation of the word "Lead" to Norwegian
Hello. I would like the Norwegian translation to change a little bit. The frase "Lead", is translated into "Mulig Kunde", which means "Possible customer". This makes the interface kind of difficult for users to understand. Instead, it should translate to "Mulig salg", which means "Possible sale". As it is today, the frase…
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Error when trying to import leads
When I click on the button to import leads the following appears: The page you are trying to access does not exist. Do you know why that would be? I would like to upload a spreadsheet of new leads.
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Help please! How can I update the "won time"?
Hi - I have the essentials plan - I hope this isn't a limitation. The Insights tab came prepopulated with the "deals won over time" report, but no data. I have 4 won deals in October, nothing showing up. I did some research & saw the report is based partly on "won time" and so I tried to update that field in each Deal. It…
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Bulk apply email label
Hi there! I wanted to ask, is there a feature that allows for bulk application of a label to multiple emails simultaneously? It would be extremely helpful, especially to keep order in the mailbox when migrating from another platform. I would be very grateful if you looked into it! Thanks in advance!
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I'm building a workflow automation and it's asking for the "Email Template Lead". What does this mea
I'm building a workflow automation and it's asking for the "Email Template Lead". What does this mean?
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New: Build automations and share them with your team! 🙌
Hey, Pipedrivers! Setting up team processes is a big responsibility and we have now made it easier. If you are company admin, you can now build automations and add to them any users of your choice. They will work exactly like if your team mates have built automation by themselves, including the right email inbox and…
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Group emails
Hi, Newbie here... If I send a group email, are the contacts emailed individually?
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sales consolidation of commercial team / Consolidación de ventas del equipo
Hola a todos!. Estoy tratando de hacer un informe que consolide las ventas de todo el equipo comercial, pero no logro realizarlo, ya que cuando cada vendedor revisa el informe, solo ve lo que le corresponde a ese vendedor, y no puede ver las acciones de los otros vendedores. Necesito que todos vean todo dentro del informe…
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Documenting Subscriptions lifetimes
The Subscriptions option seems to be relatively new and not well integrated. Our business is primarily monthly subscriptions for services. One of the metrics we want to track is why clients cancel their services. I initially thought this would be doable via "Lost reasons". But I'm uncertain what happens if I make a client…
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Disappearing Activities?
Has anyone dealt with disappearing activities? On multiple occasions now activities in my calendar view have completely disappeared. The Pipedrive engineers cannot seem to find a fix. Viewing activities is one of the most basic functions of a CRM and I am not sure how this keeps happening....
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Add lost date to first popup
Trying to clean up data for our future forecasting and so setting projects that have been 'lost' for months now. I can add the lost time (image 2) only after I've chosen the lost reason in the popup (image 1). Is there a way I can, in that same popup in image 1, also choose the lost time? If not, a feature like this will…
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Insights update: Increase your leads revenue with Leads Performance and Conversion reports
Would you like a better understanding of your team's lead creation and conversion processes? With our new Leads Performance and Conversion reports, you can gain the insights you need to increase revenue and improve your sales process. The Performance report shows how many leads you have created, archived, and converted…
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Leads to deal insights… is this ever happening?
Being able to see leads insights, like lead to deal conversion, time duration of leads as leads, leads to won conversion, lead source to deal conversion. this things are crucial . this works if I don’t use leads and create a stage on pipeline called leads… but if you intro and want me to use leads feature you need to give…
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[CLOSED] Descriptions on custom fields - 4 open spots to join research!
Hey, Community! We're thinking of making it possible to add descriptions to your custom fields to help salespeople recall how to fill the fields in as intended. If you have struggled with salespeople filling in custom fields incorrectly, please book a time here (30min, in English), and let's talk! :) We're looking for ~4…
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How can you copy a profile?
How can you copy an organization profile?
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Default deal display fields
I need to override the default pipeline behavior to display each deal’s PERSON instead of the ORGANIZATION. Removing the connected ORGANIZATION is not an option. Thanks for help! Joel
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Expande "Projects" Possibilites
Projects seems like a promising section to keep working on clients under a longer period. But there is lacking alot of function. Here are some insights i would love to see, if anyone reading this in the community agrees, I encourage to upvote and engage so that Pipedrive sees the demand of these services. - Option to…
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Workflow Automation to Replace One Label with Another
To help better manage the Leads Inbox, I would like functionality such as the following: If a Lead is marked with "Label A" and a user edits this Lead record and adds the label, "Label B", then "Label A" is deleted/removed from the Lead record. Is this possible? Also, it is unclear what the difference is between the…
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Email Attachments
Hi everyone if you are emailing a customer from a deal and you what to attach a file that is also in that deal how do you do it with out downloading it first ? I have tried to drag but it doesn't work for me
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Pipedrive Leadbooster Web Form ? good ?
Hi Previously we were using Elementor form, but as there is no native integration with pipedrive, we think about moving to another form solution What about Pipedrive leadbooster web form ? Any of you here has tried it ? what is your experience with it ? easy to customize ? easy to add custom fields, to integrate on a…
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Controlling emails added to Pipedrive with LABELS
I'm a little confused. From what I can tell, you can either have ALL emails synced into pipedrive, which doesn't seem sensible considering there could be sensitive information/data that you wouldn't want ending up on a foreign system that they can access ... OR You control what emails are transferred via the use of Labels.…
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How can website activity of existing person be tracked?
Hi, we have people coming into PD from a formstack form via Zapier - The person is then sent an email from PD. I have used CRM's in the past where cookies are used to then track the website activity of the person on our website (this involves a code snipped on the site also) - is this possible in PD? I would expect to be…
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How can I automate a follow up thank you email after a specific event?
I have Intro meetings all the time. How can automate a follow up thank you email after those meetings occur? All those intro meetings contain the word "intro" within the calendar event. I'd like to automate the thank you email follow up response with the person I met after the meeting is completed. Any help is appreciated.…
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Outfunnel - Lead Scoring Suggestion (game changer)
We use Outfunnel and it's fantastic. Our sales team can sort deals by lead score (how much people within each prospect company are interacting with our marketing). It's a game changer. However, it only knows who is interacting with the marketing if the email address of the person is dynamically inserted into the link that…