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Dynamically calculated due dates for activities
Hi PD community, I'm looking for an advanced way to define due dates. Currently we have either static due dates (e.g. 7 days after creation) or dynamic due dates based on the exact value inside a deal custom field. We have a couple of use cases where we want to define the due date based on the date inside a custom deal…
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New: Automate your Leads with Workflow Automation 🤖
Example of possible Lead automation workflow What? Set up automated processes for your Leads, like engagement and qualification, as well as making sure you convert your Leads to Deals or archive them, free of manual admin work. For whom? Advanced plan and higher How does it work? You can now use Lead-related triggers and…
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EMAIL responses. Best way to track?
After sending an email I create an activity, email activity with the subject 'Did he/she respond to email' and set the due day for a couple days out. Does anyone have a better way/method
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Can anyone help me
how do I make an activity re-occurring
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Who thinks that "Mark activity as Done if the client has responded" feature is useful. Please upvote
Who thinks that "Mark activity as Done if the client has responded" feature is useful. Please upvote. We tried to automate this feature using Zapier as well but no success. Pipedrive support also confirmed that this is not possible. But I think it would be very helpful. In fact most of the activities scheduled are…
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Add a "are you sure you want to close this pop-up?" question before the Phone from Pipedrive pop-up
Hi Pipedrive team, When I start a call from pipedrive to my phone, PD pops up a very handy pop-up to take notes. However: 1 - it doesn't always detect that the call is over... 2 - when you click X, it just disappears... taking your precious notes along with itself. Can you please add an "are you sure you want to close this…
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🧠 How to Add More Deals - Sales Pipeline Course: Chapter 4 | 📽️ 2 mins
https://www.youtube.com/embed/doWLnPT9N3MThis video is about the first of 4 levers of pipeline flow: adding new conversations to keep your pipeline flowing. Timo also outlines the 3 steps to having a healthy sales pipeline and explains that you need to continue to find new sales opportunities in order to put new…
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Behavior or activities add on help Marketplace
On a daily basis, we don't track dollars/sales we track behaviors/activities. Sales will follow. Looking for marketplace app that can help. ie Daily/Weekly ; 50 cold calls/day; 2 facebook post/day; call 2 past prospects; call 3 past customer etc. Would like it to so variance and maybe input resulting sales. Any ideas on a…
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🧠 Sales Pipeline Course: Chapter 3 - Get Your Pipeline Stages Right | 📽️ 2 minutes
https://www.youtube.com/embed/yKqM-IcmtCATo define the stages of your sales pipeline, you need to work out the stages in your sales process that your team follows to get customers. Doing this saves time and gets everyone in sync. It also helps you set more specific activity goals. In today's chapter, Pipedrive Co-founder…
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Feedback on a Hackathon Idea (If it wins, we can build it in PD) 💡❗
Hi, I am Ambar, Product Manager at Pipedrive. We are working on a cool idea for Hackathon in Pipedrive. Our idea is called client portal. Basically, salespeople or account managers can share files, notes, documents or invoices with their client. And clients can create an account in PD and see all the communication. Clients…
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Tasks
Tasks
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Email to as deal owner rather than limited options?
Any idea on how I can have the email sent to the owner of the deal that is associated with the activity rather than the activity creator?
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🧠 Set the Right Kind of Goals - Sales Pipeline Course: Chapter 2 | 📽️ 2 mins
https://www.youtube.com/embed/asjT8AY5WE4In this chapter you'll learn why it's important to set activity-based sales goals and how you do it. Setting activity-based goals helps you deal better with rejection and focus on the deals that are important. It also helps you plan your day and work out what you need to do to close…
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New: Goals in Insights! (gradual rollout) 🎯
Why? For the users who already enjoyed the Goals feature in the previous incarnation of Pipedrive's Reports, this needs no explanation -- and you certainly voiced how much you missed them during this transition period, for which we appreciate your patience. 🙏 For the users who already joined us in the Insights era: Goals…
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Additional Activity icons
Additional activity icons and/or the ability to upload custom icons may be nice. The activities feature plays a key role in making pipedrive a more useful 'system of action' for prospecting and internal transfer of duties for shepherding deals through the sales process.
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Propose Times function
Hello Community, a quick question. Is the propose times function, where you can set your own availability no longer available? Thx for your help in advance. Oh and by the way im on the advanced plan. Cheers
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need to clean out activities in bulk. have multiple new years and veterans day entries
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Bulk Editing Next Activity Date
Hey everyone! Really excited to be here. I can feel this platform changing the effectiveness of my sales process already. I am wondering how to Bulk Edit the Next Activity column within the list view of my pipeline. I see how to bulk edit other categories, but for some reason I do not see anywhere to bulk edit an…
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Restoring deleted items
Hey, one of PD users in our company accidentally deleted some activity with a note and I had to write on chat to restore it. Just feedback would be great to allow restoring some accidentally deleted tasks or notes by the users or at least company admin.. Thanks
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Serious Sync issue with Activities
For weeks now, I’ve had issues with Pipedrive activities syncing. The scenario occurs when I add an activity in the web interface, and go to my web app to view my activities for the day in the overview tab. In order for the deal to show up in my activities, I must first navigate to the deal I’m Pipedrive inside the app,…
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Community Roundup - Volume 8 🗣️
Hope everyone had a great and safe weekend! As the Holidays approach, we wanted to give you another chance to soak up some learnings from our Sales Community. Check out this week's selection of top posts, and feel free to join in on the discussion! 🔥 Monitor Deal Velocity of Sales Stages 🔥 Creating an Email Automation for…
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New Activity view Mode
Hey everyone, what do you guys think about the new Activity View Mode in PD? Is anyone experiencing problems with it?
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파이프드라이브 가이드: 엑셀 스프레드시트에서 데이터 가져오기
질문: 기존 영업정보가 들어있는 엑셀 스프레드시트가 있는데, 이걸 파이프드라이브에 올리려면 어떻게 해야 하나요. 답변: 다음 네이버 블로그 포스트 참고하세요. 파이프라인 관리 팁: 엑셀, 스프레드시트를 사용하여 파이프드라이브로 데이터 가져오기(마이그레이션) 참고자료 * Importing data into Pipedrive with spreadsheets - 네이버 블로그 포스트 원문: 파이프드라이브 서포트 페이지
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Inclusão do Filtro tela Calendário de Atividades
Bom dia! Gostaria de sugerir uma melhoria, que certamente nos ajudará, a melhor gerenciar nossa equipe, na tela de Calendário de Atividades, não é permitido visualizar o calendário da equipe. Sugiro incluir o campo Filtro, da mesma forma que há na tela de Atividades. Grato!
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Can I add a reoccurring activity that is not tied to a specific deal? I'd like to give my assistant
Can I add a reoccurring activity that is not tied to a specific deal? I'd like to give my assistant a few things to do each week that happen every week on the same date/time but don't necessarily tie into any particular deal. Thank you!
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Activity owners
Hi, i would love to be able to add more company user's to an activity. Sometimes it's useful, if e.g. you schedule a meeting with a client linked to a deal and it's necessary that another user inside my company should take part.
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Information
Hi, Is there a way, or will there be a way for creating an activity with all the appointment information in Pipedrive? We do have appointment information in deals and contacts in Pipedrive but I couldn't find it in the activity. At the moment I use Acuity to let my customer schedule an appointment. Is this option already…
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Community Roundup: Volume 4 🗣️
The Sales Community has again been filled with awesome conversations between salespeople and users. Check out the links below to see a handpicked selection of some of the most interesting discussions and join in the conversation! 🔎 Lead Source and Tracking 🔎 What App Are You Using for Leading Sales Meetings? 🔎 Lead Entry…
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Auto re-assign activities when a deal is re-assigned?
hi there, We have setup a situation that our office managers re-assign incoming deals to our account managers. For every deal we have a set of standard automated tasks that are created. By default new deals and the underlying auto-generated tasks are assigned to the office manager. Question: is there a way to automatically…