Deals

Show deal participants in pipeline
Hi, Currently a deal pipeline only shows the main contact person and the participants (other important contacts at client) are only shown if i click through to the actual deal. The proplem with this is when i download the pipeline to excel, only the main contact is downloaded and if i want to send a group email to the…
Best practices for setting up customer profiles?
Hi, does anyone have a thoughts on how to best set up a client profiling template that can be used by sales reps to document their customers' characteristics and preferences? What I am currently thinking about is how to set up a questionnaire-type screen that helps them cover the 5-10 most important issues when talking to…
Deal renewal type is not available in deal fields endpoint
Hi there, Deal renewal type is available in get Deal by ID endpointapi/v1/deals/:id Ex: 'renewal_type': 'one_time' But this property is not exposed with get all Deal fields endpoint api/v1/dealFields. Is there any reason to not expose this property in all Deal fields? Thank you.
Setting pipedrive as a sub contractor
I am inquiring as to the best way to setup the CRM. We are typically a subcontractor (Demolition) to Primes. Most of our invites to bid come through other platforms. When we receive the invite to bid and do an estimate for a project, would that specific project be entered as a lead or would we enter it as a deal with…
Calculate deal value based on other custom fields
Just found this article: https://support.pipedrive.com/en/article/custom-fields-formula-fields yippie! I would love to be able to calculate the deal value based on other custom fields, is this possible too?
Merged: EDIT DEAL PROBABILITY IN LIST VIEW
This discussion has been merged.
Expected close date
Hello, it would be very useful to see also in PIPELINE VIEW the "Expected Close Date".
Product prices within deals
Hi all, Just wondering if there are any ways to get the prices of each product associated with delas. I am using API (Deals and Products tables). But if there are multiple products in each deal, the "value" is only the total value of the deal not the price of each individual product in that deal.
What best practices for setting up Deals?
Hi, I'm part of a small company working on a B2C service that's also meant to be B2B2C, in order to reinforce its legitimacy and reach more people through those businesses. That is why we have set up a Pipedrive account. We're going to be using it as a community-building tool most of all, with Campaigns as our newsletter…
Link multiple people to a deal?
Customer Success teams typically work with several people in every company. It's important to have all email threads in one place for context. The current workaround is adding multiple emails to the linked person but leaves a lot to be desired. Perhaps it could be segmented into two sections. "Main point of contact" &…
Is there a way to have the same deal on multiple pipelines
Having all the information about a company under one deal is comfortable and I don't like the idea of having to create multiple deals who's info doesn't sync in order to have them on multiple pipelines.
Linking multiple organizations to a deal
I have a project that is released for Tender by the customer/consultant. I have created the deal in the name of the consultant and used a custom field to link an organisation who is bidding on the tender to the deal. However this only allows the selection of one organization so if I have 10 customers bidding on the tender…
Lead Multi-Label Add Request
It would be great if Leads can have multiple labels. I find many of my customers are crossover on different products, and it would be great to be able to have multiple labels. This could also work on deals, but I feel that the Lead addition is where to start. Thanks!
Using Pipedrive for best quality leads
We have used Pipedrive for some time - data capture great, reporting fine, nurturing campaign capabilities too. Query I have is around abandoned / allusive leads. i.e. people who enquire and we don't get the opportunity to speak with and elevate the enquiry quality. (note. all our enquiries are incoming) Enquirers complete…
Is it possible to attach the same activity to multiple deals?
I have a weekly webinar that prospects can sign up for (instead of a 1:1 demo). Typically, I attach a demo activity to a deal, but in this case multiple prospects might sign up for the same demo/webinar. So that demo/webinar is a single activity in pipedrive, but I need to link it to multiple different deals (different…
Email Link to Deal by subject content
Suggestion : use subject line to match email to existing deals - not just sender. I have vendors who email on multiple deals. The subject line usually includes the property address, which is often also in the deal name. Easy to match if Pipedrive looked. It could also work for any other variable if the user included the…
Automatic update of deals in current Pipeline view
Currently the Pipeline view does not update anymore when things within the deals happen, unless there is a complete refresh. i.e. A deal has been rotting for 2+ days and is marked red; I go into it and complete an activity; I go through a link to the pipeline view again; Deal is still marked as untouched for 2+ days. The…
Can we see a consolidated view of activities at a deal level ?
One deal has multiple participants. There are actions /emails with each of them. Can we have a consolidated view at the deal level?
How to calculate Deal Value (Basic starting value for hourly/monthly/subscription/recurring)
I have a variety of projects payment types for my business. To make it a bit more complicated - some of these projects I close are for hourly contracts that continue sometimes for months or years. (Various hourly rates) Some of the deals are monthly contracts that go from one month to 6 or 9 months. (various monthly rates)…
Feature Request - Function to have not the same E-mail twice in a Deal
Some of you know the problem - when you send an E-mail to one of your customers and a colleague (who is also using Pipedrive) is in CC - the E-mail will show up twice in the Deal in Pipedrive. Would be nice to have a function to only show the E-mail once...
Recurring revenue in deal value prototype testing (CONCLUDED)
EDIT: This test has been completed, many thanks to everyone who responded. Hello All, I am looking for couple of people who have recurring revenue based business model to help me test one prototype that has to do with how should recurring revenue be reflected in deals value in Pipedrive. Please respond to this message if…
Auto import of deal number into BCC field
I love the new updated deals etc BUT not so happy that we've lost the ability to click on the deal person, open outlook and to have the bcc field populated with the deal number from Smart BCC. Can you reinstate?
Issue with custom field type of numbers in Pipedrive API
Lately we experienced an issue with Pipedrive API and custom field type of numbers. While performing a search from the values of a specific field with only full exact matches against the given term, the empty result was returned from Pipedrive API. The problem is that when we are trying to search for deal by custom field…
When losing a deal, is it better to mark as lost or move back to leads?
Hi guys, What is the best practice to handle this? You lose a deal. Maybe you want to follow up in 9 months. Is it better to markt the deal as lost or move it back to leads? Happy to learn about your best practices. Thanks!
New Deal Detail view - Beta testers wanted (Concluded)
EDIT: This test is now completed, thank you for your participation! Hello dear Pipedrivers 👋 We have been working on *improving our deal detail pages* in a number of ways and are now looking for volunteers to try it out and give us feedback on the new solution. <strong>Update: </strong>Big thank you to everyone! We've had…
Add Products at Add Deal view
It would be great to be able to add products to a deal as you are adding the deal, in the Add Deal view.
Multi Column List Ordering
We should be able to organize our lead lists using multiple column criteria - for example, say I want to order them according to country, and area code, and contract value. I should be able to choose all of these in reorganizing the list. Currently I can only reorganize using a single column.
export Deals with all attached Products
Is there any current or planned way to export all products associated with deals? My company has a work around that barely works using JavaScript, API, and Google Sheets. We are utilizing Coupler.io for most of our automated exports, but by what I have seen, the "Deals with Products" situation is unresolved and growing.…
In a framework agreement won, how to manage sub-deals avoiding counting them twice ?
Dear all, I have a framework deal following the general pipeline. When I won it, I need to manage sub-deals with my customer but I do not want to count it twice : one time in the framework deal pipeline, the second time as a sub-deal. What is the best practice ? One sub-deal pipeline for each framework deal ? One sub-deal…
New Deals notifications in Mobile App
How can the users be immediately notified when a new deal is created for them in the Mobile App?

Deals

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