Best Practices

Pipedrive reports: when should I use Deal Progress and Deal Duration?
When analyzing your sales pipeline using Pipedrive reports, Deal Progress and Deal Duration should be your go-to reports for insights on deal progress and efficiency. Understanding the differences between these reports is key to optimizing your pipeline management. Deal Progress report Purpose: To display the movement of…
Best practice for working with an external PM software?
I am trying to set things up as best as possible from the beginning. Our process is as follows: Receive lead, enter in pipedrive Once lead is qualified, create deal and begin sales process Once a deal is won, we will create a project in either ASANA or TRELLO or MONDAY At the moment, "we" is just me. But that will…
Lead manager - schedule for all sales reps
I need a suggestion on how you handle scheduling for all sales reps on one calendar? We have one person that manages all incoming leads and qualifies them and schedules based on type and availability a sales appointment. So I am looking for what other folks do with this type of scheduling structure.
Be a Pipedrive Pro: Essential Keyboard Shortcuts you need to know
Keyboard shortcuts are a game-changer; they save time and reduce repetitive work, helping you focus on what matters most: building customer relationships and closing deals faster. Mastering these four Pipedrive keyboard shortcuts will significantly enhance your productivity: 1. Numerical keys 1 to 8 (Go to Section)…
Consultant Reccommendations
Hi, Ive been using pipedrive for a few years and we have a consultant thats coming up for renewal but want to do our due diligence and see who others are using. Please only suggest them if you love them and tell me what you like/why/at least one thing they did well. Thank you so much!
Is it possible for an Automation where updating one Deal, triggers an action to update another Deal?
Hi everyone, We are currently using an automation where we create a duplicate (Onboarding) Deal for an Onboarding Pipeline whenever a Deal is closed "Won." In our business, once we "win" a Deal, it takes 3 months or so to onboard the client and involves several key steps. At various stages of the Onboarding…
Better ways of using Pipedrive: Supercharge your calendar for quick wins
Are you making the most out of your calendar? For sales professionals, time is money, and a well-organized calendar can mean the difference between hitting your targets and falling short. In this training video, we demonstrate practical strategies for optimizing your calendar in Pipedrive and achieving more with every hour…
Why can’t I see all my data on the Insights Table View report? A quick guide
Ever wondered why not all your data seems to show up in Pipedrive Insights’s Table View under your Insights reports? Don’t worry—it’s not a glitch but a clever design choice called pagination. To keep your Insights reports running fast and smooth, the Table View loads data in batches of 100 items. As you scroll, the next…
Pipedrive Expert Certificate - Pimp up your CV and your LinkedIn profile
Do you know how to set up the Meeting Planner correctly? Do you handle automations effortlessly? Do your colleagues prefer asking you instead of support when they’re stuck? Get certified as a Pipedrive expert! Answer 30 questions, some easy but also more challenging ones, and if you get 24 or more correct, you'll receive a…
Link Input into Email Composer
Since many sales professionals utilize different links to promote/track/share information, it would be helpful to have a drop down menu relating to "Links". Similar to that of Meeting Scheduler, Templates, Insert Field options. When you copy & paste links into emails, it populates like an image and doesn't format well. The…
Is there a way to link leads to a deal (or vice versa)?
The only way I can see to link leads to deals is by converting the lead into a deal. Sometimes we have multiple leads connected to a single deal (for example, leads from different individuals at the same company, or leads that came in a year apart/for different reasons or products). Other scenarios might be: a lead goes…
Challenge your Pipedrive configuration with this quiz
Hi community 👋, I have created a quiz to help Pipedrive users make a diagnosis on their usage and configuration of the CRM. This quiz is designed to give you actionable tips to optimize your setup. You will receive a detailed report with practical tips to fine-tune your setup and keep Pipedrive running smoothly. 🚀 Here is…
MEDDIC in Pipedrive
Hi Folks, Has anyone integrated MEDDIC scoring into the 'Deals' view in Pipedrive? It looks like there are some limitations that prevent you from linking a value to a text option to produce a score. While you can create customer fields with dropdowns, there doesn't appear to be any way to tally the collective scores to…
Has anyone mastered a pre-built "SnapShot" for Landscaping?
Hi everyone, I'm Anthony a business owner here in Phoenix, AZ. Im looking for the communites input if anyone here is using this software for landscaping. I'd like to know how you have it structured, if you can share your feedback if your in this field I would greatly appreciate it.
The 2023/24 State of Sales and Marketing report is here!
Did you know that as many as 76% of sales and marketing professionals think AI will support them? And that professionals who work additional hours are 10% less likely to reach their sales target? Download the free report here These are some of the Insights you’ll find on our 2023/24 State of Sales report! From AI to remote…
Emails going to SPAM
Hello, it's been some time since we used the Sales Documents feature due to emails going to spam. Could you please tell me it this has been fixed? Thank you
Deal Owner viewable on Dashboard
Is there a way to display the deal owner when viewing deals on the Dashboard. Currently, all I can see is the deal name, client organization and client POC. I'd like to see the deal owner in the summary as well. Thanks in advance.
Edit leads in table view
Similarly to how you can edit deals in the table view we need to be able to do the same for leads - it is so much more time consuming and you lose context when you need to click into the lead to edit the information
How do I create a profile esc document for a client to fill out using Smart Docs
Hi, I'm currently setting up Smart Docs for our sales staff and wondered if there was a way to send a Profile document to a client where they can fill out the fields themselves. I can do this as a document but the template we use is 8 pages long and I do not want our staff to be having to add text fields to every document…
Ideas on how to make sure that all criteria's are met for advancing a deal to next stage?
Hi, I'm new to Pipedrive. When taking the default look at the "add deal" page, it have nice basic fields (or is it attributes?) to describe the deal. But I haven't found a way or understood how to make sure that the sales person has acquired all necessary info to advance the deal to the next stage in the pipeline. Info…
Option to hide description from synced calendar with pipedrive
The issue: Sometimes we have sensitive data in our descriptions in calendars. After we sync it with pipedrive, everyone can see it. The solution: The idea is to have an option to hide it. We could have then only our Title of the activity copied into Pipedrive so that also other users could access it.
How would I track event invitations and attendance in Pipedrive?
One of our main marketing activities is conference talks. How would I track invitations to such talks and respective attendance in Pipedrive? I would like to see a list of all people invited to a particular talk (title and time), as well as all people who attended a particular talk. And if we give the same talk (title)…
MEDDIC Sales Methodology: How to Build a Strong Sales Qualification Process 💰
The MEDDIC sales methodology advocates that pitching to leads and prospects who are highly qualified will result in a higher closing rate. It is a blueprint for qualifying leads and asking the most important questions to move deals forward. As part of MEDDIC sales, your salespeople should stress how your product or service…
How to integrate multiple pipelines efficiently?
Dear Pipedrivers, my company is currently planing to pull our entire customer interactions into Pipedrive. It started with Sales, than Onboarding and now we are considering implementing the entire Customer Support into Pipedrive as well. There is one major issue, that I just couldn't work out so far, though: Efficiently…
Has anyone integrated PipeDrive with Big Commerce?
What does it accomplish for you? How did you do it?
Real estate template
Is there a real estate template I can copy or gain inspiration from? I know I can figure it out as I go but I thought it would save me time by having a real estate template and then customize it based on my own processes and requirements.
Pipedrive best practices for Nonprofits?
Hello Pipedrivers, I am a freshly-hired Campaign Manager for a Nonprofit in Clackamas County, Oregon. I am familiarizing myself with Pipedrive in my onboarding process and trying to utilize it to its fullest capacities as our organization will likely be in an active capital campaign sometime in the next six months. We have…
How do you learn about the companies processes to make a PD?
I am a software developer, and I have been tasked with designing and implementing a pipedrive for a third-party company. I've already learned how to automate tasks, and I still need to learn about integrations. But there's a topic I haven't heard about yet, and that's the process where the client company expresses their…
Have the option the mark as done the the recurring tasks from an external calendar
Since Pipedrive doesn't offer recurring activities right now (and from what it seems it's something that has been pushed for more than 3 years - it's probably pretty complex to implement! - no judgment). It would be great to have the option to keep track and be able to mark as done the the recurring tasks from an external…
Tasks & Activities lists - separate from the deal cycle
I believe that have option to add lists for 'general' tasks that are not related to a deal or contact, etc would be a great thing to have. Currently, there is an option to create an activity that isn't 'tied' to anything but it's hard to keep track of these once you have several of those. Have the possibility to add those…

Best Practices

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