-
Merge fields in activities
Hi, Can you make it so that the calendar reminders contain the name or company name so that my calendar is not full of 10 entries that all say Call?
-
New: Leads Inbox now allows editing the values of all supported custom fields ๐ฃ
What: Users are now able toย add, change or delete the values of the most frequently used custom fieldsย in aย Leadย detail. The custom field types that are now fully editable are: * Text * Single option * Multiple options * Date * Numerical * Monetary * Large text * Phone * Autocomplete * Person * Organization * Address *โฆ
-
Changing the won time.
Hello, Does anyone know if there is a possibility to change the "won" date after a deal has been marked as won and the won time has been assigned automatically? Thank you for your help. :-)
-
Hiding message when custom field limit is exhausted but not exceeded
I you are using the maximum count of fields available in your plan, a warning message "Your company has exceeded the custom fields limit. View usage details or upgrade now." appears every time you sign in to Pipedrive. Even if you "x" the message it will appear again on next sign-in. This is pretty annoying. Please keepโฆ
-
Updating tags in Mailchimp
I am using a custom field to create tags for all of the customer. What I want is for that information to be updated to the connected Mailchimp service in their tags. Is anyone doing this? Are there other mailing platforms that I can use instead which will allow me this functionality?
-
Custom Field issue
Hi I've set up a custom field, where the users can click "Yes" and "No". However it seems I cannot get rid of a "None" option, which for our data is not useful (as its either yes or no). Ain't it possible to remove that None option? I Expect it would be because many Contacts don't have this field filled, but it seems I'mโฆ
-
Boa tarde! ร possรญvel inserir motivos de ganhos (para os negรณcios que forem dados como ganho)?
Boa tarde! ร possรญvel inserir motivos de ganhos (para os negรณcios que forem dados como ganho)?
-
Ideas / Integration suggestion for project details for architectural design
Hi everyone! My team is new to Pipedrive and we're excited to use this as our main hub for our clients. Each of our deals (architectural designs) contain tons of details that we would like to be able to reference whether it's to re-use a component on a new project or reach out to those with a certain feature for follow-up.โฆ
-
ํ์ดํ๋๋ผ์ด๋ธ ์ํฌํ๋ก์ฐ ์์: ํน์ ์กฐ๊ฑด ์ถฉ์กฑ ์์๋ง ํ๋ ์์ฑํ๊ธฐ
์ง๋ฌธ: ํน์ ํ ์กฐ๊ฑด์ด ์ถฉ์กฑ๋ ๋์๋ง ํ๋์ด ์์ฑ๋๊ฒ ํ๊ณ ์ถ์ด์. ๋ต๋ณ; ์ํฌํ๋ก์ฐ์ '์กฐ๊ฑด' ์ ํตํด ํน์ ์กฐ๊ฑด์ด ์ถฉ์กฑ๋ ๋์๋ง ์ก์
์ด ์งํ๋๊ฒ ์ธํ
ํ ์ ์์ต๋๋ค. ํ์ฉ ์์: * ๊ฑฐ๋ ๋ผ๋ฒจ์ด 'Hot'์ธ ๊ฒฝ์ฐ์, 'Cold'์ธ ๊ฒฝ์ฐ ๊ฐ๊ฐ ๋ค๋ฅธ ์์
ํ๋ ์์ฑ * (์ปค์คํ
๋ฐ์ดํฐ ํ๋ ์ค์ ) ๋ฆฌ๋ ์ค์ฝ์ด๋ง ๊ฐ์ด 50 ์ด์์ผ ๋ ํน์ ํ๋ ์์ฑ ์ ์์ ์ด์ธ์๋, ์ปค์คํ
๋ฐ์ดํฐ ํ๋ ํน์ ํ์ดํ๋๋ผ์ด๋ธ์ ๋ฐ์ดํฐ ํ๋๋ฅผ ์ด์ฉํด, ํน์ ์กฐ๊ฑด์ด ์ฑ๋ฆฝ๋ ๋์๋ง ๋ฐ๋ํ๋ ์ํฌํ๋ก์ฐ๋ฅผ ๊ตฌํํ์ค ์ ์์ต๋๋ค. < ๊ฑฐ๋ ๋ผ๋ฒจ์ด Hot์ธ ๊ฒฝ์ฐ์๋ง ํน์ ํ๋์ด ์์ฑ๋๋ ์๋ํ ์์ > *โฆ
-
Assign Roles to Participants + Automation
We have participants that can perform different roles on different deals. Being able to assign and view a role that they play in this specific deal would be really useful. Updating participants (according to their role) on a deal takes a lot of our time. Being able to set some automation for tasks, texts and emails so thatโฆ
-
Insights: Custom Fields now available! ๐จ
What? Get more juice from your data and gain flexibility by adding yourย custom fieldsย to Insights. Where and for whom? * Forย all plans: inย the Insightsย Table * Forย Professional plan and higher: inย Filtersย andย in theย Visual Builderย (view/segment/measureย dropdowns) ๐งโ๐ซ Learn more aboutย Insightsย andย Custom Fieldsย in ourโฆ
-
Adding person/org fields as mandatory for closing deals
In Pipedrive's professionalย tier we're able to set certain deal fields as mandatory for closing a deal. However, sometimes critical fields reside in the person / organization and not the deal - and the current implementation prohibits from setting person fields as required for deal progress or closing. Is it planned to addโฆ
-
Is it possible to make name not required for a person? I often don't have this for the deals I'm cre
-
Details for Multiple Pipelines
The nature of our business and use case is such that we have multiple pipelines. The detailed information that I would like to collect and reference for each is very different (even for the same contact or organization). We really need a way to have have different custom "details" populate depending on which pipeline aโฆ
-
Map Coordinates
It would be great to be able to have a searchable field for map coordinates in deals and leads. I contacted tech support and they said that this is not something that is currently offered.
-
I would like to be able to format the numbers to be shown as 1.000.000 rather than 1000000. Otherwis
I would like to be able to format the numbers to be shown as 1.000.000 rather than 1000000. Otherwise it's very difficult to read. What do you think?
-
Customers Interests
Hey team, in sales we always trying to get to know our customers better, and a simple way to do this is to find out what their hobbies and/or interests are, e.g. golf, fishing, knitting, you know the drill. I'm wanting to know if there's a simple way to collate or store this information so that if I quickly want to see whoโฆ
-
Linking Custom Fields in Deals
I've added several custom fields to our deals. I'd like them to work the same way the "Referred By" field works - so when we type in the name, it creates a link from the deal to that individual. Right now they're just Text Fields. Any way to do this?
-
Product details visible in Mobile App
We would like to be able to see product custom fields on the mobile app.ย Our product we sell is "one-off" for each one, so we use the Product custom fields to describe some aspects of each product. When selling in the field would be super helpful to be able to access that information.
-
Has anyone set up a Pipedrive integration with Spotler / Communigator?
Context is: * Considering it * Wondering what the effort might look like * Looking for lessons learned / tips
-
Creating subcategories for the leads
Hello I want to ask you about categories (tags) that I made by myself to the leads It is possible to define it as "main category" - for example, "media" and then create a sub-category "diplomacy" or "energy" The question is how I can manage to define a "main" category by searching leads - "student", "CEO", "media" and thenโฆ
-
Getting an error message
Good morning everyone. @Mike van der Valk , I am getting an error message when I try to access one of my projects. This happened after I added a new custom field to test. It seems like I can accsess the other projects just fine. The difference is that I have som tasks on the project I can't access. See video:โฆ
-
can you add more options for type of phone number? like main office, direct, etc/
can you add more options for type of phone number? like main office, direct, etc/
-
Requiring a custom field when a deal is marked lost...
We're working on identifying our SQL (Sales Qualified Leads) and in order to do that, we need to clearly identify which deals are SQL and which are non-SQL. The feature request is this... I'd like to be able to configure a custom field to display on the pop-up when I mark a deal as lost. So, we'd create a custom field withโฆ
-
How do I make the "System fields" available to be edited when creating a deal or a contact?
How do I make the "System fields" available to be edited when creating a deal or a contact?
-
Product related custom field when adding product to a deal
Hi guys, I am considering Pipedrive for my media company but I don't think it can answer a specific need: I need to add a specific product to a deal but need to be able to set a parameter for that specific product when adding it. For example: I have a product called Full Page. When adding the Full page product to a deal Iโฆ
-
ํ์ดํ๋๋ผ์ด๋ธ ๊ฐ์ด๋: ์ปค์คํ
๋ฐ์ดํฐ ํ๋๋ ์ด๋ป๊ฒ ์ถ๊ฐํ๋์?
์ง๋ฌธ: ์ปค์คํ
๋ฐ์ดํฐ ํ๋๋ ์ด๋ป๊ฒ ์ถ๊ฐํ๋ฉฐ, ์ด๋ป๊ฒ ์ฌ์ฉํ ์ ์๋์? ๋ต๋ณ: ํ์ดํ๋๋ผ์ด๋ธ '๋ฐ์ดํฐ ํ๋' ์ค์ ์์ ์ปค์คํ
ํ๋๋ฅผ ์ถ๊ฐ ๋ฐ ์ญ์ ํ์ค ์ ์์ต๋๋ค. ์์๋๋ฉด ์ข์ ๋ด์ฉ: * ์ปค์คํ
ํ๋์๋ ๋ค์ํ ๋ฐ์ดํฐ ํ์
์ด ์์ต๋๋ค. * ๋ชจ์ผ๊ณ ์ ํ๋ ๋ฐ์ดํฐ์ ์ ํ์ ๋ง์ถฐ ํ๋ ์ ํ์ ์ค์ ํ์๋ฉด ์ข๋ ์์ง์ ๋ฐ์ดํฐ๋ฅผ ๋ชจ์ผ์ค ์ ์์ต๋๋ค! < ์ปค์คํ
ํ๋ ์ถ๊ฐํ๊ธฐ > ํ์ดํ๋๋ผ์ด๋ธ '๊ฐ์ธ ํ๊ฒฝ ์ค์ ' -> '๋ฐ์ดํฐ ํ๋' ๋ฅผ ํด๋ฆญํฉ๋๋ค. (์ฃผ์: '๋ฐ์ดํฐ ํ๋' ํญ์ด ๋ณด์ด์ง ์์ ๊ฒฝ์ฐ, ๊ด๋ฆฌ์์๊ฒ ๊ถํ์ ์์ฒญํด์ผ ํฉ๋๋ค) ๋ฐ์ดํฐ ํ๋ ์ฐ์ธก ์๋จ์ '์ฌ์ฉ์ ์ง์ ํ๋โฆ
-
Moving a custom field from one data entity to another (organisation to deal)
Hi, I'd like to move one custom field that now is tied to the organisation data entity to the deal entity. Is it possible to do it in some automatic or semi-automatic way? thanks!