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Annuel revenues vs Total Contract Value?
Hi, We're a startup selling multi-year services, for different lengths of time, and for the sake of reporting and pipe overview, I'd like to be able to see (or organize my filters according to) both annual revenue forecasts as well as total contract value. Is that something that can be done? Thanks a lot for the help!
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Research: Pipedrive - Facebook & Instagram Messengers [deadline is 11th of June]
Hello dear Community members! I am currently researching ways of integrating the Facebook & Instagram Messengers (for business pages) with Pipedrive. And I would really love to learn more about how your team is working with Facebook and/or Instagram Messengers (business one), what are the main needs and expectation from…
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Como automatizar proprietário especifico para colocar seguidor
Prezados boa tarde, Gostaria de automatizar sempre que um negócio for para um proprietário (exemplo João), esse proprietário já ficar com outro seguidor (exemplo Marcos), vinculado tanto no negócio quanto na pessoa...
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1 click to change activity due date
It would be great if activity due dates could be moved along by a default time (eg. 1 week) with just one click. Avoid having to go into the activity and then click on the date and move to a new date in the future.
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Idea for Future Development : Special Pipedrive access for partners or people external to the team
Hi, That would be great if there was an option in Pipedrive to give an access to external partners so they can view and/or edit leads and deals that we send them. For example, we are working with a company who is not part of our team and we would like to transfer some leads to them. It would be great if they could have…
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Marketplace Add On für Syncing Contacts, Calender and Activity with Apple (iCloud) Contacts, Calende
I am looking for a recommendation for good add-ons to synch Contacts with Apple (iCloud) contacts Calender with Apple (iCloud) calender Activities with Apple (iCloud) reminder Any hint?
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Calendar Sync Should Copy some Deal info to Calendar
It would be fantastic if we could adjust our Calendar Sync settings to have it include some Deal details in the Calendar item that is pushed to our calendars. We have Automations building Activities based on Deal progress. These Activities get copied to Outlook. But then the Outlook item has no identifier. Would be great…
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Low Cost alternative to Dear Lucy?
Hi, we have a consulting company and only 2 users have access to manage Pipedrive. Is there an alternative to Dear Lucy that is lower cost? Thanks!
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Keeping leads separate from contacts.
I am looking to import leads on a regular basis, but do no want to add them as a contact/organization until I have qualified them. Is this possible? Seems like when I import the lead they are also added as a contact.
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Adding Emails easier to Deals
It would be great to add Emails directly to Deals, instead of through the sales inbox.
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Create a lead by sending an email
Hi, Is there a way to create a new lead just by sending an email? (my usecase: from my Outlook, I just send an email to xxx@pipedrive.com, adding the lead email in the subject for example. Then pipedrive adds the email as a new lead and starts the automation). Thanks, Matthieu
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Visibility settings for Activities - asking for a feature
Is it possible to get separate visibility settings for activities? I have a team managing the CRM function that does not need to see sales and activities. I've been able to restrict access to everything that is not an activity connected to a contact. If activities are connected to deals or leads, they won't see them, but…
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Automations and activities
Hi everybody, we were asked, a few times, to : 1) create an automation that delete future activities, for example follow up, if related deals get closed. 2) update the duration of an activity, via internal automation, using a custom field present in the related deal (example: days of a reservation) In the first case, we…
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Automations based around due dates
I am trying to work with activity due dates to trigger events for automation. In my opinion, this would be one of those essential triggers i.e. due date hits and a manager is notified that something did not get completed or due date hits and a series of emails is sent to client and employee speaking on the missed due date.…
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Set company's fiscal year for insgihts
Hi ! As company's fiscal years are not often from january to december, it would be useful to set the fiscal year of a company on company's setting. This would help us to analyze our insights from July to June for example instead of January to December by default.
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Google maps distance integration
Our company filters our leads based on their distance from us in miles. We have a distance field that we manually update but it is time consuming to check each one manually. Has anyone been able to create an automation to determine the driving distance between two addresses and set that as the value in a custom field? In…
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Convert Deals to Leads
Loving the new Leads tab - about time. I was just about to create two pipelines to separate my sales function into warming up leads and those converting that warmed up lead into a client! I have got hundreds, no probably thousands, of Deals that I want to move to be Leads. I reached out to support and was told: 1-Export…
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Do you also struggle with data cleansing?
Managing contacts and keeping data tidy in our CRM always feels like a game of whack-a-mole. No matter how often we try to clean things up, duplicates and messy data creep back in. Just curious, do you take time to regularly clean your data? Do you handle it internally or use any helpful tools? As our team is relatively…
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HOW exactly do I get human help.
Since signup, I have not been able to get a human person using pipedrive. At this point, I am close to doing a chargeback as it seems pretty fraudulent to give the appearance that you will be able to speak with a human only to not be able to get one. Examples: "Sorry, as a bot I couldn’t find an answer for that. Here’s…
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Workflow with Teams Channel Integration - Tagging in Card
I recently integrated Pipedrive with a Microsoft Teams Channel to share by a push notification when deals are won and who by. Is there an option in this Pipedrive card to also tag the account owner/sales person in the card? Here is the current Workflow Action.
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Deal Notes in Insights - We Need the Ability to do this to Report to Clients
We are in commercial real estate and we have a lot of listings. We create a new pipeline for each listing we get and a "deal" for each prospective tenant we engage to lease or purchase the listing. We take notes on our calls and activities for each of these deals. We want to generate a report in Insights that includes: A)…
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Professional seats + basic seats
Is there a way of purchasing a larger amount of basic seats (just to use CRM) in combination with our existing professional seats?
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Email Link through to Pandadoc
Is there a section where we can nominate if we want the email address for the client/customer in the deal to carry through to a Pandadoc form or not? Some forms we want this to happen but some forms we don't. Apologies if this is a Pandadoc question.
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How are people using Lead Title?
How are people using Lead Title?
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Template Email Font & Ghost Account Issues...
Sent a template email to myself. Couple of questions: In GMail, the "from" is this VERY unattractive address including some ghost msft extension. Any advice: MC Smith via netorgft5534740.onmicrosoft.com The font on the template is different from the inserted Name and Company. Totally unprofessional. Any advice??
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More documents per email when requesting e-signatures
We need to send 2 separate documents in the same email to request our client's signature. These 2 docs are different for every deal. Currently, Pipedrive only allows us to upload 1 document for sending. It would be great to have the ability to upload 2 docs, so we can move to using this feature on Pipedrive instead of our…
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The activity task is not retained.
I'm new to Pipedrive. From the contact tab, I click on the contact name. 1) I added the activity to follow up via email 2) I added the deal. The activity does not appear in the next activity column when I go to the deals tab. But it is showing up when I go back to the contacts tab. So then I have to go into the deals tab,…
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Advice wanted: Marketing permission management
Hi, I am new to both Pipedrive and Campaign Monitor and I am looking to create a smooth, GDPR-compliant, easy-to-overview setup for our marketing permissions. I know I can integrate the two, which I intent to do, but can I then see, say, on a person overview if there is a newsletter subscription (through Campaign Monitor)…
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How to counteract users deliberately massaging deal conversion rates by reverting deals to leads.
Greetings, In the insight deal conversion report, deal status has three options: open won lost I'm wondering whether we can also check 'deleted' deal status when making a conversion report. Background One of my clients allows users in his company can revert their deals to leads. (This is required for his business.) But…
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Can I Transfer Notes and Tasks When I convert Lead to Deal?
I am brand new to Pipedrive. When I convert a Lead to a Deal, the Notes and Tasks do not transfer to the Deal. Same thing with converting a Contact to a Deal. How can I make these conversions so that the Notes and Tasks are carried to the new status?