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파이프드라이브 가이드: 파이프드라이브의 데이터 구조 이해하기 / 커스텀 데이터 필드 세팅 팁
파이프드라이브의 데이터 구조를 이해하면, 파이프드라이브에서 데이터를 세팅하실 때 좀더 정확하게 데이터 필드를 구성하고 데이터를 수집하실 수 있습니다. 이 포스팅에서는 파이프드라이브의 데이터 구조와, 각각의 데이터들이 어떻게 파이프드라이브 CRM 안에서 연결되는지를 알아보겠습니다. 1. 연락처 데이터 * '연락처' 데이터에는 '고객(=거래처 담당자)' 와 '조직(=거래처)' 가 있습니다. * '고객' 데이터는 담당자 개인에 대한 정보가 축적되는 곳입니다. * '조직' 데이터는 '고객사'에 대한 정보가 축적되는 곳입니다. 2. 리드 / 거래 데이터 * '리드'와 '거래' 는…
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Deal Detail Reports showing deals that don't match the filters
I have a filter set up that pulls a list of all deals that entered a particular stage for a particular time period e.g. Date of entering stage > Lead Triage > is > This Quarter. The report pulls deals that have never been in that stage, it was created with a different stage. Does any one know why? Also, does this mean when…
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Guys does anyone know why when I embed a link of a dashboard in Notion it is in ukrainian?
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Subscription and one time charge in revenue report
Hi. We have a SaaS product and using pipedrive for sales and CS. I use Subscription to get MRR which is viewable in Insights report. This works great. However, we also have one time fees such as onboarding and workshops. If I put these in "additional payment" under Subscription pop-up, that amount is not shown in revenue…
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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?
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New: Leads Inbox now allows editing the values of all supported custom fields 📣
What: Users are now able to add, change or delete the values of the most frequently used custom fields in a Lead 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 *…
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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. :-)
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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 keep…
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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?
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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'm…
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Boa tarde! É possível inserir motivos de ganhos (para os negócios que forem dados como ganho)?
Boa tarde! É possível inserir motivos de ganhos (para os negócios que forem dados como ganho)?
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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.…
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파이프드라이브 워크플로우 예시: 특정 조건 충족 시에만 활동 생성하기
질문: 특정한 조건이 충족될 때에만 활동이 생성되게 하고 싶어요. 답변; 워크플로우의 '조건' 을 통해 특정 조건이 충족될 때에만 액션이 진행되게 세팅할 수 있습니다. 활용 예시: * 거래 라벨이 'Hot'인 경우와, 'Cold'인 경우 각각 다른 영업 활동 생성 * (커스텀 데이터 필드 설정) 리드 스코어링 값이 50 이상일 때 특정 활동 생성 위 예시 이외에도, 커스텀 데이터 필드 혹은 파이프드라이브의 데이터 필드를 이용해, 특정 조건이 성립될 때에만 발동하는 워크플로우를 구현하실 수 있습니다. < 거래 라벨이 Hot인 경우에만 특정 활동이 생성되는 자동화 예시 > *…
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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 that…
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Insights: Custom Fields now available! 🎨
What? Get more juice from your data and gain flexibility by adding your custom fields to Insights. Where and for whom? * For all plans: in the Insights Table * For Professional plan and higher: in Filters and in the Visual Builder (view/segment/measure dropdowns) 🧑🏫 Learn more about Insights and Custom Fields in our…
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Adding person/org fields as mandatory for closing deals
In Pipedrive's professional 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 add…
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Is it possible to make name not required for a person? I often don't have this for the deals I'm cre
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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 a…
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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.
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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?
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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 who…
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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?
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Product details visible in Mobile App
We would like to be able to see product custom fields on the mobile app. 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.
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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
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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 then…
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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:…
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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/
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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 with…