Account Management

Managing Child Data
Hello, After a lead becomes a deal, then a customer (or account), is there a way in PipeDrive to store information about that customer/account and the children that roll up to that account? For example, if a hospital is a customer, and there are practices within that hospital that are considered child accounts, is there a…
Is there a bug with Calendar Sync and user settings?
We are onboarding our sales team, and I had restricted Account Settings from their user access. This makes sense, because we don't want sales users to change company settings. However, I ran into an issue when they tried to sync their calendars with their Microsoft 365 ones. They would try to sync their calendar and get an…
New: Restore deleted data in Pipedrive
It’s not unusual for users to accidentally delete data from their account, or even deliberately delete data and later decide they still need it. So, we made the process of restoring deleted data even more straightforward. You can now find two new options within the Pipedrive interface: Under Tools and Apps > Restore data…
Admin sandbox and test account
Would it be possible to have a test account (eg. separate to my admin account, so I can view changes as a user) and an admin sandbox area for developing and testing set-up updates before rollout. NB: I know there is a developer sandbox area, but I'm talking about something an admin can use for testing new set-up changes…
Granting account access for implementation partners
Does Pipedrive offer a dedicated support/agency access feature, or are there plans to develop one? Such a feature would be immensely helpful. Some of the Pipedrive accounts we’ve set up require regular checkups and maintenance. We also run Pipedrive audits. Asking clients to share logins or purchase additional seats for…
How do I track deals across related organisations
I'm setting up a key account program for a global account, and due to the complexity of the account over multiple geographies & business units it is listed in our Pipedrive under 15+ "organisations" and under 6 different "owners" - none of which are me. Is there a way I can link these organisations and then run one report…
Automations Needs an "Everyone" Filter Option
As an Admin, I need to be able to see all Automations that are built, and be able to sort and look at all the Automations in one place. I recently had another Admin reassign ownership of two Automations, and had to go digging to find them! There should be an "Everyone" option here: I see this closely related to this Idea:…
New: Data cleanup - review items assigned to deactivated users
Hi Pipedrivers, A new update to your account’s usage section is out! The new data cleanup section lets you easily keep track of any existing deals, contacts or activities that might be assigned to a deactivated user at any moment. When you deactivate a user with open deals, contacts or activities assigned to them, you’ll…
Automations should be editable by Global Admins
We are rolling out Pipedrive Automations to more of our teams, and noticed that Global Admins are only able to edit the Automations that they built! So they are not able to edit Automations made by other Admins or other Users. We believe they should be able to! In cases where one of the Admins or Users are OOO and…
Get more out of Pipedrive: Tricks to optimize your account
How to Get More Out of Pipedrive - Top Tips and Tricks In this video, Pipedrive's resident expert James Campbell shares tips and tricks for optimizing your Pipedrive account. Whether you're new to Pipedrive or a seasoned veteran, take the opportunity to learn or refresh some principles that will help you close deals…
New: API usage dashboard 🚀
Happy Monday, community! You can now track your company’s API usage over time directly from the Company Settings page: Admin users have access to an API usage graph showing the number of requests over the past 30 days Detailed breakdown shows up to 10 applications with the most requests and 10 users with the most requests.…
"Win" is the START of my sales cycle - how to track Client GROWTH
I'm in software development and, like every other software development company, we have two concurrent goals: 1) Tracking New Business - this is a classic "sales pipeline" and there are fairly ordinary metrics for it. A "normal" sales pipeline works here. But when I click "Won" the "sales process" does not end, it just…
Add opportinity managment to deals (similar to projects)
Hello! We as sellers and sales managers face the difficulty to qualify and manage opportunities (e.g. deals) along the way, without losing the oversight of the progress. Especially for B2B SaaS sales for mid-market and enterprise customers, we would need a way to add methodologies such as MEDDPICC, MEDDIC, BANT, SPIN, etc.…
[CLOSED] User account deletion and the reassignment of owned items - 3 open spots to join research!
Hey, Community! 👋 We are currently investigating the process of user account deletion and the reassignment of owned items, and there are a few remaining slots available to participate in our research. If you have ever needed to delete a user account and reassign the associated items, please select a suitable time from my…
💰The state of sales and marketing: The economy review 2022/23
Discover how successful sales and marketing pros overcame last year’s economic challenges. In this report, we reveal what steps businesses took to succeed, how that affected employees and factors that contribute to growth. Download the free report now in your preferred language! 🇬🇧 In English 🇵🇹 Em Português 🇩🇪 Auf Deutsch…
Customer specific pricing for products
Hi, as a Pipedrive partner for larger product-centric companies often have client-specific pricing for each product or product group. This would be a great addition also in means of account management in Pipedrive. In general, I think the product fuctionality can be a huge benefit for bigger audience if just a few…
Ability to change the owner of all assets belonging to one user at once
Upon trying to deactivate a user, you are presented with a summary of what they own (how many deals, activities, etc). Unfortunately, there is no easy way to reassign them, and using filters to find matching numbers of at least activities proves very difficult. I request that the functionality be added to easily reassign…
What is everyone using for account engagement reminders?
We'd like to set up an automated task/work flow that will take into consideration a customers segmentation and create a reminder to meet with the customer on some specific cadence like monthly, quarterly, etc. Has anyone come across an app, plugin, or solution for this?
Customer / Account Management in PD
Hi there PD is a great tool for driving sales - but it still really lacks the capabilities for Account Management after the sale is done, in order to be considered as a full fletched CRM. Is there any plan to add a "Customers" tab, similar to what you have done with "Leads" (which will be usable once email integration and…
Tips for account management. Delivered hardware to customer.
Hi, We are an IT-comapany and sometimes (usually) hardware is included in our deliveries. This can be servers, desktops etc. At the moment we are using excel for keeping track of which hardware is delivered to the customers, when it was delivered, expected end of support, end of life, support agreements and of course, when…
Using Pipedrive for Account management
What helpful content is there on using Pipedrive as an account management tool? Specifically, I want to be able to: Set F2F Meeting frequencies on customers (e.g. every 4 weeks they are due for a visit). View the date that an organisation was last visited. (including seeing this in Org list view). Set up an alert if an…
How to calculate Deal Value (Basic starting value for hourly/monthly/subscription/recurring)
I have a variety of projects payment types for my business. To make it a bit more complicated - some of these projects I close are for hourly contracts that continue sometimes for months or years. (Various hourly rates) Some of the deals are monthly contracts that go from one month to 6 or 9 months. (various monthly rates)…
Recurring sales: LTV VS deal value for the ongoing sales cycle
Hello fellow Pipedrivers, Our team would like to start using Forecasting and more advanced reporting features, but not sure how taking into consideration our current sales process. We work account based and our sales cycle is 1 year. Our main products being events means that we sell tickets to the event to the client and…
Can I really change Date Format?
Hi! I'm trying to use the date format like this 'dd/mm/yyyy' when I'm creating my workflows. But Pipedrive seems to do only half the job. Is there a way to show 'date format' in 'Subject' field just like it shows in 'Add time'? Thank you!
Is it better to have one or two PD accounts when owning multiple businesses
What are the pros and cons? Would like to share single sign on and functions/features/zaps Each company will have a different email/domain
파이프드라이브 가이드: 파이프드라이브로 간편하게 미팅 스케줄 설정하기
질문: 파이프드라이브를 통해 미팅 일정을 Fix하려면 어떻게 해야 하나요? 답변: 파이프드라이브의 '시간 제안' 기능을 통해 미팅 일정을 간편하게 설정할 수 있습니다. 주의: * 파이프드라이브 '시간 제안' 기능은 어드밴스드 플랜부터 제공됩니다. * 어드밴스드 플랜에서는 '시간 제안' 스케줄러를 1개만 설정할 수 있습니다. * 리드부스터 애드온을 사용하거나, 프로페셔널 플랜부터는 제한 없이 스케줄러를 사용할 수 있습니다. 1. 일반적인 일정 설정하기 * 위 기능은 불특정 다수에게 스케줄러를 제공할 때 사용할 수 있는 기능입니다. * 사용 예시 : 웨비나 예약 / 고객의 데모…
Muistutus jos asiakkaaseen ei ole oltu yhteydessä
Myyjäkollegani kysyi, että onko mahdollista saada Pipessa listattua asiakkuuksia/kontakteja, joihin ei ole oltu yhteydessä esim. puoleen vuoteen tai jonain muuna määritettynä aikana? Kontaktien aikajanallahan saa näkymiin valitut aktiviteetit tietyltä aikaväliltä ja yhteydenottotiheyden voi valita valikosta. Jos tästä…
Webinaari: Account management Pipedrivessa 10.02.2022
Moro! Me vedetään kollegani Pertin kanssa hyvä tiivis ja asiapitoinen webinaari miten hyödyntää Pipedrivea asiakashallinnassa (Account Management tai Customer Success). Kannattaa ilmoittautua, jos vähänkään kiinnostaa aihe. Pipedrive on toki pitkälti luotu tukemaan uusasiakashankintaa myyntiputkimaisuutensa puolesta,…

Account Management

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