Community Settings and Tips

Caller feature to be disabled in September.
I have heard that Pipedrive is going to disable the Caller feature which we have not long discovered and it is really good. Pipedrive please keep it. :-) @Marvel Piik @Evelin Kaarma @Iiris Issak @Mike van der Valk @Jana Waldschmidt_66
The community's search bar just got more powerful with federated search 🔎
Hey Pipedrive community! The community page search bar will now return results from the Pipedrive Academy and the Knowledge Base, in addition to Community posts. So, when looking for conversations about a search topic, you can also see if any learning articles, webinars or courses match your search. This update is live now…
Important changes to the Pipedrive community coming on September 3, 2023
From September 3, you will need to use your Pipedrive account to participate in the Pipedrive community. Google or LinkedIn community signups and logins will be discontinued. Why are you discontinuing Google and LinkedIn Community logins? We want to make it simple for Pipedrive users to engage with the community, and we…
Asking for Advice || Credit collection process in Pipedrive?
Does anyone use pipedrive for credit collection followup and control payment compromise agreements for customers?
Adjust your community notifications so you never miss any alerts 🔔
You can customize your notification settings from your profile: Click your picture to the top right corner of the screen and select Edit Profile 2. Select Notification Preferences from the right-hand list of options: 3. Use the checkboxes to set which notifications you want to receive and how (Email, Popup, or both). Or…
Migrating community account to my personal profile
Hi! I want to keep my profile as I have quite a high reputation on this forum. However, I have moved to a new company (where of course using Pipedrive). The email is tightened to my account in a previous company, where I can change it in Pipedrive. However, I cannot use it independently. I believe it would be great to have…
Add Font
Hei I want to add font in Campaign pipedrive. Is it possible ? I am looking for Days One font
Recurring Activity Notifications
New to Pipedrive. Is it possible to set up an activity or email that reminds someone to call a client every two weeks? How would I go about doing that? Any feedback helps. Thank you
Consigli per i nuovi membri della community!
Ciao a tutti, due consigli veloci per i nuovi iscritti, ma non solo ;-) Primo. Compila il tuo profilo, così da poter fornire più informazioni su chi sei e cosa fai. Secondo: se vuoi una breve introduzione a Pipedrive, puoi leggere questo mio post introduttivo. e.... benvenuti!
It would be good to have the option to only load a few emails in a deal rather then to have to wait
It would be good to have the option to only load a few emails in a deal rather then to have to wait a considerable amount of time for about 40 emails to load. If the default amount of emails loaded could be about 5 and a button added to "load more" would probably speed up the load time a lot. Who would like to see this…
I would love to see a search function for each deal that can search through all the emails in the cu
I would love to see a search function for each deal that can search through all the emails in the current deal. Who would also like to see this feature?
📌 Community Guidelines
Be kind when speaking your mind Remember this is a public community resource, and we are here to help and inspire one another. Be civil. Post honest yet constructive feedback when discussing your or another member’s skills, knowledge and interests. If you disagree with a claim, Instead provide reasoned counter-arguments…
🌱 New to our Community?
We're a friendly crowd and we're here to help: * 👉 Fill in your Member profile to advertise your services, make more connections, and get new business. * 👉 Set up your notification preferences to stay in the loop:* Email notifications * In-app notifications * 👉 Introduce yourself and share your tips and questions about…
📽️ Video: learn all about Campaigns
https://pipedrive.hubs.vidyard.com/watch/SaZ7iYwNRVH1qFRy7JNCFr?ref=community_postCan barely wait to start using it? Make sure to stay tuned to this channel: set your Community notification preferences following the video tutorials below: * Community - Email notifications * Community - See notifications in-app
Community Tip: update your profile, advertise your services, connect with others, do business 🤝 💰 🚀
❓ Are you sure you're squeezing all the juice from your community member profile ❓ Optimize your member profile for success. Let other members know what you're all about every time you post, facilitating knowledge sharing and business connections. Go to upper right corner > click your photo/initials > Edit Profile: *…
Thursday Topic: Success Stories 💪🏆
This week the focus is on you: tell your community peers your success stories (pro tip: you don't need to be a Pipedrive user, we just want to spread the good news!) * How did you flip that lead that seemed lost into a deal and a signed contract? * What was your lightbulb moment about the best way to approach negotiation?…
Automations
A peek into some of the automations we have going for the curious. (SERVICE) is for the service pipeline which we plan to utilize for customer service sales people to send requests to production to remedy an issue at a customer site. Everything else is for our SALES pipeline. 'Support Request' is a custom activity we have…
New: Community notifications and Product updates in Sales Assistant 📝
What? We've made your life easier and now you can keep track of what's going on here in Community without leaving Pipedrive, including product updates: they will show up as notifications in your Sales Assistant (SA). For whom? All plans, all users with the new Sales Assistant Beta enabled. How does it work? * Community…
Thursday Topic: Relationship Management
If you're using a CRM you're already taking steps to track and manage your relationship with your prospects, customers and maybe even your suppliers. However, not only of CRM is relationship management made, and in Sales when you think you've seen it all you find yourself in a new jigsaw puzzle to solve. No amount of sales…
Thursday Topic: Sales Strategy♟️
You're probably already following the Sales Processes topic, but did you know that we have a dedicated one for sales strategy ? Processes are vital but it's good to have a swiss army knife in your pocket should something unexpected happen, especially in these (...yes, we're going to say it...) unprecedented times. So head…
Thursday Topic: Community Tips & Settings
https://pipedrive.hubs.vidyard.com/watch/XLX4F37tcwTzTpUK233FT5?Inception! This Thursday's topic is Community Tips & Settings: have the Community experience you want, tailored to your interests and your time. Did you know you can control when and where you get Community notifications? The video above will walk you through…
Community Question
Hi Pipedrivers :) - I have what might be a silly question. When I first started with the Pipedrive community, I was using my profile email address here: @Jeremy Gulley and now I'm using this profile permanently. Is there anyway to combine or merge my profiles on the community? @Inês Batata - would you be able to help?…
Thoughts about this Community? This is your chance!
Hi everyone! 👋 I am Dolores, researcher in Pipedrive. Our team would love to make this community even more helpful for you, but for that, we could use your help 🙏 Please share your feedback about the Community by filling in this 3-minute survey. The answers are anonymous and confidential. This will help us to prioritize…
I can disable 'Receive email notifications' and 'Automatically follow anything I participate in' in
I can disable 'Receive email notifications' and 'Automatically follow anything I participate in' in my profile?? Can anyone from Pipedrive Support please help!!
Watch the recording of our first Canadian community meetup!
Last week on the 14th of May we had our first Canadian community meetup. Thank you so much for initiating this @Joseph Valenti and to all others attending! https://pipedrive.hubs.vidyard.com/watch/zBcwtUqxSPSFqL2LK3WsF1?We discussed the following: * How to best work on the community * Upcoming new features in Pipedrive and…

Community Settings and Tips

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