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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?
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Add a 'Fillable PDF' template type to Smart Docs
In our business—we are an insolvency and business restructuring accounting firm—we enter client data into many different government PDF forms for each client engagement and then send these pre-filled PDFs to clients for signing. It would be super-efficient if Pipedrive added to the Smart Docs functionality a template type…
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More rights for Admins
There are a couple of things which should be managed by the admins especially in larger companies. In some cases for usability reasons, in some cases there are security issues. 1) Signature templates: The admin should be able to define one signature template which is filled automatically with user data (I know, a user…
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Creating a document from template
Why does the button create a new document from template open up the template editing view and not go and open up the new document based on the template? Our sellers now start to edit the template (and mess it up) as they don't notice that you still need to push "use this template to create a document" -button. Is there any…
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Sales Assistant - new notification
Just wondering if it would be possible to change the red interrogation point/question mark to an exclamation mark instead. Every time I see the question mark, I think something is broken, whereas if I see an exclamation point, I will know something needs attention.
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Mail - 1 mailbox with 2 accounts synchronize
We use a general mail address with our sales team. This is where we receive questions and quotes. Within the team, several people need access to this mailbox. We currently have two pipeline users, and both synchronize the general mail address. Now we run into the following problem. User X answers and archives a message.…
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Deal Progress report, showing all progress between Stages in a reporting window
Is there a way to generate a report/table that has rows for each Deal, and columns for each Stage, and content data that shows the date that each Deal entered that Stage? My company has an OKR target for the number of Deals progressing to each stage of our Pipeline during the [quarter]. Today I have to create the report…
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Automation for making a contact owner be the deal owner
When our leads come in from our main website, we immediately turn them into a deal and work our leads from there. We use automatic assignment for the deal so we can rotate between people who get the own the deals or leads in our case. The contact owner is different from the deals owner. Can I make an automation to change…
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Deleting open activities when a Deal is marked Won or Lost
I was looking to create a workflow automation that will delete any open activities when a deal is marked won or lost. Apparently the system isn't capable of this, at this time. Does anyone have any work around ideas to help us keep our to-do Activities accurately reflecting the work that needs to be done?
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AI + Automation opportunities
Hi everyone! Nuno from Pipedrive's product team here :) As we explore how AI can help you better automate your work, we would love hearing from your experience. What tasks are you already using AI to automate your work, and what is the benefit? What tasks would you like to automate that you feel AI could help with, and…
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Need to make automation to monitor a specific time after deal has won.
When we have a license deal and its won we have it move to another pipeline. This pipeline I need to monitor the deal for 90 days and move it into another deal stage at that 90 days before renewal. We have a date field with a date of that renewal. Can we use that field to automate the to move to a deal stage 90 days out so…
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Export payments for relevant month
Hello! Every month I am exporting deals for relevant month to be invoiced based on the payment schedule, but the value shows full deal value. I am wondering if or when it would be possible to export the deals with relevant payment schedule based on the month?
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Using contact fields / merge tags in links in email body
We at StoryXpress are building an integration that will primarily let Pipedrive users attach video links in their emails and in order to make those links trackable there needs to be a query parameter in the URL that holds the email of the recipient. Here's what Pipedrive currently allows us to do with the Insert field…
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New: Insights for contacts (people and organizations) 📊
We are excited to introduce the ability to create contact reports directly from inside the Insights feature. See how many contact people or organizations were added to your CRM in a given period, segment them with filters and discover winning patterns. You can find out all the details in our Knowledge Base article here.…
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What is the URL that allows people to unsubscribe?
Thank you for the locked URL at the bottom of the campaign newsletters - but because it's our first one we want to give everyone the opportunity to unsubscribe at the very beginning of the newsletter. How do I find this URL beffffffore sending the email out? Thank yooooou!
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Custom Field Reporting from Organizations
Can someone help me understand why custom fields can't be reported on in Organizations? I would have thought this was a really basic function.... custom fields can be reported on from other areas such as leads, deals, etc so why not organisations?