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What app are you using for leading sales meetings?
Hi Pipedrive fellows! I am looking for a solution, how to make my sales meeting in team more effective. I am responsible for a specific market and different products. Let say, that I have a list of countries - to each country, I prepare the actual situation, what were the tasks + propose of next steps. I do it in google…
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Zoom Video Conferencing is here! 📽️
You’ve been asking for it, we’ve been working full-steam to bring it to you, and now it’s finally here! And we all know we’ve all been using Zoom more than ever, right? The seamless Zoom integration with Pipedrive makes it easy to schedule calls, invite guests, and log Zoom calls without ever leaving the Pipedrive app.…
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How do I add a call date?
How do I add a call date?
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12-hour clock instead of 24-hour clock
Is there a way to use a 12-hour clock with AM/PM for calendar events, instead of 24-hour clock?
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Does anyone actually want a finished call through Pipedrive to be added to their calendar?
The ability to make calls through pipedrive is great, but it's negated a bit by the fact that for some reason after a call is completed and logged, that it adds an item to your connected calendar. I don't understand the logic of having a completed activity still sent to your calendar. Please consider an option to not have…
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activity changed due-date
Hi there, is there any chance to get info (or to create a filter) that shows which activities have been postponed? That would be very helpful! Thanks, Peter
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It's live: Zoom integration
UPDATE - it's live 🚀 https://support.pipedrive.com/hc/en-us/articles/360008910817-Pipedrive-Integration-Zoom-Meetings-BETA- --- One of our internal teams has started to work on an integration with Zoom. During our mission to deliver this integration app to our Marketplace we hope to deliver to options to: * Schedule a…
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Deals are recurring customers our team contacts weekly. Best way to set up or automate?
Hey everyone! We're fairly new to Pipedrive and still in the earlier building stages before we go live. We've been working on set-up and automation, but have been running into a snag. Our customer accounts order from us weekly, and I'm having trouble getting Deals to work in such a way (as they seem intent on "dropping…
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Clock / Time / Calander
Please have your team change the time so we can see normal clock / time AM PM. The Military 24 hour clock is super annoying
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Hello and I hope everyone is doing well. I would like to know how to best prioritize my activities
Basically I can have 50 pending activities and I want to handle the most important ones first. I think 3 categories would help, least important, neutral, and most important. How could I organize them to know which activities to do? Is there something I can indicate when making the activity that when I then view my…
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Unable to retrieve 'not done' activities from API
Hi all, I'm trying to retrieve all activities from my PD, but I'm only getting the 'done' activities in return. I have tried not specifiying the "done" parameter: https://api.pipedrive.com/v1/activities?user_id=0&api_token=XXX&limit=500&tart=100000 I've also tried specifying "done=0":…
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Activity Bug?
Anyone else getting this? Caused several issues when I'm calling clients! After marking an activity as done, it copies the contact number onto the next activity! @Mike van der Valk
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Is there any way to build a report which includes the Activity DETAIL?
I'm not interested in the total number of activities or the total number of activities. I want to build a report, by organization, which reports out the actual details of those activities. Any help appreciated thanks!
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How much do you use the activities in Pipedrive?
How much do you use the activities in Pipedrive?
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I would like to see "all" items in the "done" section of the deal log in the sequence they have been
I would like to see "all" items in the "done" section of the deal log in the sequence they have been done and not in the sequence they have been created. Is this also important for you?
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Do you use Zoom for video meetings with your customers?
Hello! Arseniy from Product team is here! What annoys you the most when using Pipedrive and Zoom Meetings to schedule and hold meetings with your customers?
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Now available in our new navigation: User-experience improvements on the Calendar and Activities!
Go ahead and play around with our improvements on the Calendar and Activity view available on our new navigation What are the improvements? * Quickly access activity information on the calendar * Quickly access linked deal, linked person and linked organization information on the Activity view Why are we doing this? * From…
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Help with automation
Have over 300+ organisations assigned to a deactivated user which need to change ownership. I can bulk change ownership in the organised tab pretty easily, however I need to set activities for each of them. Using the automation function would allow me to do this, but this will create an activity at the same time and day…
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How can I see the activities sorted out by the occurrence date and time, instead of the record entry
Hi there, this is a question that was asked already 5 months ago, have a look here: https://community.pipedrive.com/question/how-can-i-see-the-activities-sorted-out-by-the-occurrence-date-and-time-instead---5e74ddde08f4375bb56de25a Unfortunately, there has been no answer so far. Could someone pls. have a look? Thank you!
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How can I see the activities sorted out by the occurrence date and time, instead of the record entry
How can I see the activities sorted out by the occurrence date and time, instead of the record entry time? It was so in the past and suddenly changed!
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Pipedrive Filters are not working properly
I recorded a video to show you that fitlers are not working properly. At least in my account. If I want to display all the activities that I did today I can not see it. https://www.screencast.com/t/BJzeJFkIqLK
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Test out user-experience improvements on the Calendar and Activities!
Edit: This is live for all users and new signups now! We invite you to test out improvements on the Calendar and Activity view. Please fill in your account name and registered email address on this form -> https://forms.gle/Qw1kpS67YQx8KuTM8 What are the improvements? * Quickly access activity information on the calendar *…
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Pop Up Reminders
Are we able to add pop up reminders on an action? E.g. if pressing 'export to excel' i'd like to remind the team to check something.
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Zoom integration: a little tips ;-)
I've found that: if you are creating an activity with Zoom meeting WHILE you are in a Zoom Meeting, Pipedrive returns an error. But don't worry! It's not a bug: probably Zoom API are not available during a meeting. Solution: create the activity when your Zoom meeting is terminated ;-)
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Wat is de beste workflow voor de Aftersales om beste rendement te halen uit voormalige klanten?
Ik ben op zoek naar de beste manier om de Aftersales funnel in te richten, om het meeste rendement te halen uit klanten nogmaals te benaderen in verschillende stadia. Nu zitten ze ingedeeld op tijd zoals 6 maanden, 1-2 jaar, 2-3 jaar , 3-5 jaar nadat we zaken gedaan hebben. Is dit het meest logisch om in die stadium…
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Several users in my org have been reporting missing activities since yesterday. Previously scheduled
Several users in my org have been reporting missing activities since yesterday. Previously scheduled activities are no longer showing up. Has anyone else seen this happen?
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Meeting Notes Template: Does anyone know how to create a meeting note or meeting report template th
Meeting Notes Template: Does anyone know how to create a meeting note or meeting report template that one can insert into the notes section for accounts? Yes, it can probably be done in word and copied over, but I was hoping for a template for the notes section.
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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…
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Editing Activities > change namimg automatically
Hi, would you consider a good feature that the namimg of the edited activity to be changed automatically? As far as I understand and experienced, when editing certain activity > choosing another one in place > only the icon of the activity is modified > but the namimg remains the same. Here is video screen recording:…