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daily average of activities in data studio
Hello. I am currently working with data studio to see my statistics from my pipedrive CRM. However, there is a metric that until now I have not been able to formulate. My advisers carry out a number of activities on a daily basis. However, I am interested in knowing, according to the days that have elapsed in the month,…
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Allow No Date Activities
Allow for creating activities without a specific due date to accommodate the ability of having non time sensitive to-do items in the activities list. Currently if no date value is used it will default to todays date.
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Can I add a "name" variable to the default "Call" text?
I would like to know the name of the person I have scheduled in my calendar. Adding a variable would cut down on the time it takes to type the name.
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Email address Auto Populate
Reference Pipedrive users email addresses as options for auto filling email addresses when composing emails and activity invitation requests when typing email addresses in invites field.
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Updating Multiple Deals with a single activity.
Hi We have instances where we discuss multiple deals in a single phone call. We currently need to create a call activity for each deal we discuss as you cannot add multiple deals to an activity. Anyone with a workaround to save some time? Thanks.
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Automation with Emails & Activities
If someone responds to the email that was sent as automation - does that cancel out / edit the activity that's also been created as part of the automation?
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Follow up
Hi there, At this moment we use activities for follow up. It works fine, bot we would like to refine the process, because suddenly a week has passed, and we didn`t follow up on the planned leads. I am looking for something like this: Every morning I want to delegate out 1 phonecall to each of my colleagues. Only one. I…
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activities
just a thought that would be very nice to have same kind of "label" system to activities. you have reallllly quick ones and then again not so hurry. i myself have everyday at least 30-90 activities to make, so would be very cool to sort them out :)
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New: Contextual View in Activity List 🗓 🔎
For whom? All users in all plans. What can I do with it? You can now get contextual information such as the linked Deal/Person/Organization and take actions on them, without having to leave the Activity List view. You can also toggle this view ON or OFF based on your needs and workflow. When? Available to all accounts by…
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Reuniões com mais de um agendamento!
Olá, é possível sugerir horários para reuniões em Zoom para mais de uma pessoa? Exemplo, quero deixar disponível todos os dias 14h30 para fazer reuniões de demonstração de um produto e que durem 20 minutos. Portanto é possível realizar essa reunião com mais pessoas, mesmo que elas não se conheçam. Como configuro no…
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Atividades específicas para cada equipe.
Hoje dentro do Pipedrive temos algumas equipes com rotinas e modelos de trabalhos diferentes, por exemplo: Equipe de Pré-vendas, financiamento e de fechamento. Cada uma dessas equipes utilizam de atividades específicas, sendo assim, hoje todos os usuários conseguem visualizar e utilizar todas as atividades, piorando na…
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Suggestion: Please enable users to "bulk edit" from the "activities" tab to simultaneously "bulk edi
Suggestion: Please enable users to "bulk edit" from the "activities" tab to simultaneously "bulk edit" multiple "activities" and their corresponding deals. Currently, I type "archive" into my activity, as a reminder for me to soon move it in to an archival Pipeline we created, for dead and/or significantly delayed…
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Is it possible to create Automation based on an Activity?
I'd like to know if its possible to create Automation based on a activity being created. I'm aware Zapier could achieve this, just wanted to see if it can be done within Pipedrive first
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파이프드라이브 가이드: 활동은 어떻게 추가하나요.
질문: 파이프드라이브 처음 사용하는데, 활동은 어떻게 추가하나요. 답변: 활동을 추가하려는 거래를 열고 다음과 같이 진행하세요.
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Planned: Video-call integration for Scheduler in all plans 🎥 📅
Scheduler video call links are generated after the invitee has confirmed a meeting slot on Scheduler. How will it work? * Automatic video call links will soon not be just for manually created activities anymore, they're around the corner for Scheduler-generated activities too! * Have both Zoom and Microsoft Teams…
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Task/delivery/project management in Pipedrive.. need help?
"Edit: We've found enough people to interview, thank you all" We are researching how we could help our customers better with managing their tasks/projects within Pipedrive. 🚀 Do you think we can do better in this regard and do you have 20-30 minutes to talk, then please book some time with me for next week via this link.…
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Planned: Global Search 🔎 💫
Prototype. Final version may look different. We are improving the way our Search feature works and looks, to give you a smoother and more thorough experience: * Search look-and-feel will be improved * See recently modified, viewed and added items * Differentiating between similar search names will become a lot easier with…
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Ability to filter by weighted value on list
For now it's not possible to rank your activities by weighted value. It's possible to rank by value but not weighted value, sadly. Does someone have another method ?
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Availability and bookin meetings with pipedrive feature - how it is working?
I wanted to inspect more feature of availability and sharing my time slots in emails instead using for example Calendly. Have anyone been using this feature? I have some questions related to it: * can it be synced with my calendar so it will automatically take out slots when I add something to my calendar? * when booking a…
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🧠 Measure Your Pipeline Progress - Sales Pipeline Course: Chapter 11 | 📽️ 2 mins
https://www.youtube.com/embed/s7ejq3Ouphw?ref=community_postEven if you follow the guidance from every previous video in this series, if you don't measure your pipeline it's unlikely to ever reach its full potential. Watch this example of how measuring your pipeline will enable you to spot challenges and tackle them…
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How do I backdate activity as complete?
Sent 250 emails last Friday via gmail-gmass. Tried logging that activity as complete this morning but this doesn't update my activity report for last week.
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Creating different Activities based on a Label
I want to create an Activity when a Deal Stage is marked Done. Easy enough. But I also want to have a different due date for the Activity based on the Person Label (Using Hot, Warm, Cold) So every time an Activity is completed for a Hot lead it creates a new Activity due in say 2 days. Every time an Activity is completed…
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🏆 🇺🇸 Success Story: How Pipedrive can turn struggling reps into all-star salespeople
https://pipedrive.hubs.vidyard.com/watch/n83J51K8wuUKZqSi3N1oXr?⚙️ Click the cogwheel for subtitles in English, German, French, Spanish and Portuguese. @Mitch Workman , Digital Marketing Director at Big Dog Solar thinks Pipedrive is “awesome!” Thanks to Pipedrive, the American solar panel installation company now knows…
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Next Activity for Lost Deals
Hello, Wanted to get everyones thoughts on the next activity pop up for lost deals. I have an organization that currently is trying to transition to working off the activity screen for daily action items but, their biggest complaint is Pipedrive requesting a next activity even if the deal is marked lost. I really…
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What is the best process for this kind of automation?
I want to automate a bunch of Activities (say around 10) that happen in successively longer periods of time. For example when a Deal enters and new Stage, I want to follow up after 1 day, then 2 days, then 3 days, and so on. I could add them all at once, but it seems clunky to have 10 Activities all scheduled at the same…
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Besuchsbericht mit Pipedrive möglich?
Hallo Pipedrive Channel, ich habe eine Abteilung übernommen und möchte nun erstmalig Pipedrive als CRM nutzen und etablieren. Da ich auch Außendienstler im Team habe, möchte ich gerne auch Besuchsberichte einführen. Kann ich in Pipedrive irgendwie (klassische) Besuchsberichte erstellen? Also: Mit wem und wann getroffen,…
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1-click edit for Notes/Activities etc.
Hi Pipedrive team, In order to edit an Activity, you have to click in the top right-hand corner > find the Modify button > then type. Can we have sth like * double-clicking an Activity/note... edits it * maybe a keyboard shortcut like "e" in Confluence that lets you Edit a document * Or at least a quick Edit button I…
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🧠 Empty the Pipeline to Keep It Flowing - Sales Pipeline Course: Chapter 8 | 📽️ 2 mins
https://www.youtube.com/embed/1MkUDwu9j3AA clean pipeline is a healthy pipeline. If your pipeline is full of cold leads and non-responsive contacts, it might be time to flush it out. Identify leads that aren't going to close and leads that aren't ready but are worth following up with at a later date. Download our Sales…
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Shorten MS Teams meeting link in the location field of an activity
I want to send potential customers Teams meeting with Pipedrive using the integration. When I set up the meeting, the link to the Teams meeting is set in full length into the location field. When I send this out to a potential customer, it looks very unprofessional especially when you open it in MS Outlook: Is there any…