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Help with pipeline deal visibility
Hi Team, I have 2 questions: I want to add 2 sales people. I want that they both use the same pipeline, but only see their deals/leads and work. How can I implement this? Both sales peoples get leads from the same source. How can I split the leads to these peoples or automate it like the system checks if someones calendar…
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How I can automate lead distribution using the robin round method?
I tried router jet but it can work at a deal level not lead inbox level. Is there any other method to do that? or setup activity of assigning lead using workflow alternatively between 2 sales teams?
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Help in automation ownership
Hello, I need help with an automation. I need that when a new business is created automatically it goes to the most available attendant. If that attendant does not take any action with the lead in 30 minutes, move on to another attendant until one of them takes action.
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Better Email Signature Options
It would be helpful to have a customized email signature options. We have had a hard time matching our company's email signatures on Pipedrive. We can't add our photos, logos, or social links as desired.
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Reason for loss. Mandatory to optional.
Hello, I have been using Pipedrive for a long time and I have difficulty in continuing to change the status of deals to lost deal, due to the mandatory reason for loss, this significantly delays my management within the tool. It would help me a lot if there was a way to remove this option and leave it as optional!
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New: Improved permissions + custom fields
Hi Pipedrivers 👋 I’m excited to share some product updates to help you tailor your team’s data based on roles, safeguard sensitive information and enhance your focus in 2024. So, what’s new? Better pipeline visibility controls – keep your data safe by restricting pipeline visibility to relevant teams and roles Clearer deal…
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My clients are retirees, not part of organization
I'm having difficulty uploading and mapping lead data because I don't have "organizations" as clients, only individuals. Does anyone know how I can import and maintain all information without the use of organizations? Thx!
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pipedrive slow today
1 gig internet connection no browser plugs ins brand new machine app is just taking 3-5 seconds to click on any field and change data works blistering fast on weekends
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Is it possible to create Google meet link automaticly from Pipedrive schedler?
I use Pipedrive scheduler to create appointments with customers. Appointments goes straight to my Google calender, but it doesn't create Google meet link automaticly. You have to go to your calender and add separately Google Meet link. Is there some settings that I should check or is it even possible?
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Can I not model product subscription revenue in Pipedrive?
Here is the scenario I am working with: I am using Products to represent software licence seats. These come in different tiers: Gold-tier licence: $1000 / user / year Silver-tier licence: $750 / user / year Bronze-tier licence: $500 / user / year Our customers typically commit to terms of 3-5 years up front, but the…
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Lead Differentiation
Can a lead have different fields shown depending on the type of label I give it? This can be very handy if you use different types of leads! According to the Help Center this is not possible right now. Anyone who knows a way to work around this?
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Geocoding
Hello, reading the features of PipeDrive, I see that street addresses are somehow geocoded with Google Maps. This is great. Are the Lat/Long exportable? What I ultimately need to do is filter and prioritize Leads based on the distance between them. I figured I would do this "offline" using another spatial mapping service…
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Round-robin in Scheduler
It would be great if Pipedrive's Scheduler had a round-robin team scheduler, so clients can schedule a call with either of the company's employees depending on their availability via one link (the same way as it's done in Calendly). I would have helped to use Pipedrive's Scheduler instead Calendly's for $32/month.
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Product Catalog best Practices? -- SaaS
We are a SaaS company that offers both annual and monthly subscriptions as well as add-on's to our software. Does anyone have an info on best practices for product catalog in PD? Curious if we should be using variations or have each item be its own SKU etc.
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Subscription Pricing for Products
I believe that having the option to setup your products with a subscription pricing method as an option instead of just total cost of a deal, this would be helpful when using the forcasting tool. As the Insights will be skewed with revenue if it is forecast all in one month when actually it is spread out monthly or…
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Product + Subscriptions
Why can't a subscription be a product? Or at least when I add the subscription it would be great to link it to a product I've created. This would save time in typing in the subscription name & details all the time.
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Editable custom data fields from org/deal/person page
This one bothers me, like a lot. Let's say I have a custom field under organization to be filled out in qualification that lists the prospective org's current system used, let's call it "Current System Used". This is a drop down select list field. I go an find the top 50 systems list somewhere online and paste those in as…
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Automation based on a condition on "Revenue" data
Hi Team, it would be very helpful for us to set up an automation that triggers the delivery of an email in case a deal has no data within the Revenue module (Billing Plan): I've tried to do it but I see no way to use those data (Billing Plan) as a condition for an automation on Pipedrive. It would be great to develop it,…
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How to archive - old email (over x days)
How do I filer emails older than a certain date or age (ie 3 years old) and then either archive or delete them from pipedrive. Right now I can only see archive for selected emails. I have thousands. A lot of our emails have large attachments - so this is causing issues for us as well. D
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If someone opts-out on your Pipedrive newsletter, automatically opting in again isn't possible.
Sadly I found out it's not possible for someone to overwrite their own opt-out with an opt-in. I'll frame the issue here. Someone (she) subscribes on our newsletter, but isn't a customer. Then unsubscribes 4 months later. Afterwards, let's say 1 month after unsubscribing, she becomes a customer through our website…
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Priority Labels for Activities BETA
Dear Pipedrive Community If you are interested in being part of the BETA for Activities Priority labels, please share your email address and we will enable this feature for your Pipedrive account(s) with which that email address is associated. You can enter your email address here -> https://forms.gle/SrHXES5nhUeBdstv8…
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Login Authorization Emails
Any way to get this changed to using other forms of security checks. For example, text message codes or an authentication app for those that dont always have access to their emails?
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Bulk label emails
Hi, can anyone help me to show me how I can bulk label emails? Thanks, Joop
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Merging improvement: Check if the only difference is http & https
Hi there! First off: Love the software. The one thing I found gives me quite some work and I belive is easy to fix is this: When getting data from different places, sometimes I end up with duplicate people or companies. It is fine, the merge works quite well. One of my custom fields, I use to store a url. In my case…
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TAGS
Is Pipedrive ever going to add Tags as a feature? Not Custom Fields which have a different functionality Tags allow you to easily view data in a segmented view based on the tag(s) assigned. Custom Fields requires you to build separate filters for every possible view. If you have just 10 data points in a Custom Field, then…
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Automating Tags
Hello, We are creating tags for each contact to set up a marketing campaign. The tags are based on title, etc. Is there anyway to autofill the tags from other fields in the contact like a field "job title?" so the job title autopopulates into a tag.
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Would anyone else like to have Pipedrive use tags?
Would anyone else like to have Pipedrive use tags?
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Crunchbase integration
Hello there From what I can tell there isn't a direct Crunchbase <> Pipedrive integration? I've seen Bardeen has created something using the API with triggers. Same with Tray.io. Any recommendations or thoughts? We're looking for triggers based on a company closing a funding round amongst other things. Look forward to…
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DARK MODE for Pipedrive?
I have a "crazy" idea: DARK MODE for Pipedrive??
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eMail Tracking for multiple project with same owner
Hello PipeDrive Community, We use Pipedrive to track all our projects; in some cases, we have One client who has more than one project at a time with us. I know if we use a deal-specific email address when writing an email gets tracked under a specific project. However, if the user sends an email which is related to…