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Integrating notes together from Leads and Contacts?
I'm having an issue that is driving me nuts - I input a Lead and start making notes. If the Lead is also an existing Contact, even if I link the Lead to the Contact, I end up having notes in two different spots, which leads to double/triple Activity prompts filling up. If I just keep the Activities assigned to the Contact,…
Track the speed of response when we receive an enquiry
Hi is there any way to track the speed of response when we receive an enquiry? I see the email stats that allow for tracking number of emails received, but we want to know how quickly these are being replied to Does PD have this capability?
Merged: Importing Lead Lists from LinkedIn Sales Navigator directly to PD LEADS
This discussion has been merged.
Can be revenue field in deal be somehow taken out via API endpoint?
Hi, I am thinking about implementing this revenue field. We currently take out the value of the deal and make some prediction outside as we integrate other data. So I was wondering if I will put the data in this revenue field, whether there will be option to take it out via endpoint. Thanks
Automation with a custom field in person.
Hey, Pipedrivers! I have Custom Field in Person named "Category". This field contains number. From 1 to 5. It is analog of rating to list of contacts I have. I want to create an Automation Workflow where it triggers on finishing type of activity "Call" and in dependence of number in custom field "Category" set new call in…
unlink an email from a deal and link it to another one
Hi, When unlinking an email inside a deal, we should have an automatic pop up to link it to another deal. Instead, presently, the email disappears from the deal as expected but if you want it to be linked to another deal, you have to look for it back into the Inbox or the archive in Pipedrive mail... Not very practical.…
Product Reporting in Deal Column view / Product Variations & Product Bulk Editing
First of all, our company enjoys using PD, and it is a valued system with many benefits. We are a Sales company with over 900 products, each Product can have up to 5 different Product variations (different backings, colours or materials of one product) each Product Variation has different pricing. We are required to do…
Is there any way to revert deals to leads?
Hi Everyone. I really like the new Lead functionality. Is there any way to revert already established deals to leads. I have a number of deals which are fairly inactive and I would like to clean up my pipeline but I don't want to lose the potential deal. Reverting them to 'lead' would be a good approach. Any ideas are…
Leads: Integration with Activities
All, Playing with the leads inbox some more: * Scheduling the activity for the lead works well. It might be helpful to be able to set an exact time, in case someone asks to be contacted "Friday at 2pm". * When I schedule follow-up in the Lead Inbox, however, the "identifiers" of the leads are not available in the activity…
INSIGHTS- Security Issue with shareable dashboard?
I have recently been advised by our IT team to delete my insights dashboard due to the fact that it is publicly accessible since sharing the link. I now have to delete my current dashboard and rebuild a new one which I have been instructed not to share. The IT team advised that there is too much sensitive information that…
'live chat' function in Leadbooster?
Is there any plans to allow a 'live chat' function to Leadbooster? Bots are great, but humans are better.
Possiblity to include a dashboard for the open rate, click through rates for emails?
Is there the possiblity to include a dashboard for the open rate, click through rates for emails?
How do you manage lead phone numbers of various type (like mobile, work, home)?
How do you manage lead phone numbers of various type like mobile, work, home using only one input field? It looks like a lead has only one work phone number. Where do you keep the information about other phone number? What happen with a lead having a mobile phone number during "deal conversion"? It looks like it will…
Customize User Interface (Remove Unused Nav Buttons)
If I'm not going to use the "email" feature, I should be able to remove that button from the navigation bar. The same with "products" and a few others. Less is more and I should be able to only show what I want as part of the system.
Filtering organisations or contacts not being actively worked
Each organisation or contact is assigned to an owner but a majority of these are not being actively worked. I have set a manual field where we can choose whether the organisation/person is either active or inactive but it will be good to automate this without having to manually select it. Look forward to your suggestions.
Question: Funnel Conversion Report
I am using the funnel conversion report to look at the actual conversion rate between stages. Now that we have more and more business from existing clients instead of winning from new clients, some of the deal from existing clients will enter the funnel at a later stage in the funnel. If more the projects are entering…
Append to custom field using automation/workflow
Does anyone know how I can append data from a Deal custom field to a Person and Org company fields using a workflow or automation process? I have the same custom field across Deal, Person and Org records and when a new Deal is created and the custom field updated, I want the value(s) to append to the Person and Org record…
Mandatory Fields - Feedback on Current Implementation
Just a couple of items of feedback for the implementation of mandatory fields. First off, thanks for building this. It is an essential part of a functional CRM. A couple of things I noticed: * The help balloon says: Required fields - When adding deals or moving deals between stages in a pipeline, the user must fill in…
Can you add multiple tags to people, deals or organizations?
Can you add multiple tags to people, deals or organizations?
Automatically adding multiple contact persons into a deal?
Hi Pipedrive, Developers. I would like to know how it is possible to automatically add multiple contact persons into a deal. I usually work with Excel and then import the sheet. I know that one way is to add them manually to ‘Participants’, but with a huge amount of institutions to deal with, it is not optimal, so I would…
An activity that's triggered by a specific date
I want to create an activity that's triggered by a specific date. For instance, an activity that is only visible from 1st January onwards. This trick is is that I don't want this to be scheduled until 1st Jan. Is this possible?
Running multiple licenses of Pipedrive in the same computer?
Good morning, I am running two different businesses (2 legal entities) and had to use 2 Advanced licenses for Pipedrive. Only the professional license seems to have an option but this was a lot more expensive. Keeping both running on one laptop turned out to be a problem. Did anyone find a solution for this? (Windows 10)
Somewhere in Insights / Reports: Show the average amount of days deals spend in each stage.
I'm talking about information in the image above, but for all deals in a pipeline, as a table. As far as I understand this is only available to see in Reports > Deal velocity > by Stage in "Average days in the stage", but for some reason it only shows information for "closed" deals. Our startup is in B2B and only has a…
What is the best way to document parent company/ subsidiary relationships?
What is the best way to document parent company/ subsidiary relationships? I don't see a way to nest a company within a company, but this would be a great feature. At times you want to pitch one particular subsidiary, but it would also be good to know how all parts of the broader parent company are being leveraged. Has…
All deals with recurring revenue?
How can I see all deals with recurring revenue?
Bulk editing fields from other views
I would suggest ability to bulk edit organisation fields, when you are in list deal view. Today, my use case was: export all contacts, that are under organisations, which have deals in these stages of pipeline Since there was no possibility of bulk editing, first I created custom field for deals, did filtering and bulk…
Setting deal value with Automation
Hey I have a question regarding automation and setting deal value. Now for reporting purposes we will be duplicating deals with Automation. But at the same time I would not like the deal to be counted 2x in terms of turnover. In my own small head I thought if it told the Automation to mark deal value as 0 and I would be…
Having a "Related Organization" as a customer
Does anyone else have the need to have "Customer" as an option for "Related Organizations" within an "Organization"? I work within a multi-distribution industry and can sell to multiple levels of the industry.
Wir suchen Unterstützung, um formatierte Angebote direkt an unsere Kunden zu senden
Hello, wir suchen Unterstützung um direkt aus pipedrive schickformatierte Angebote (wahrscheinlich pdf) an unsere Kunden zu versenden, die sie dann elektronisch unterschrieben an uns zurück schicken können bzw ausdrucken / unterschrieben / einscannen (je nach dem wie sie drauf sind. Die Produkte sowie die Kontaktdaten der…
Creare automatismo con etichetta degli affari.
E' possibile creare una attività partendo dalla etichetta di un affare? gb :-)

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