-
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…
-
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.
-
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?
-
Closed (mainly won) deals should maintain the value after closing
We are a european company which works with EUR and USD. We have noticed recently (since October) that our won deals report has different values in different days even when we haven't won any new deal (of course, we do not delete won deals and change the value once they are won). Our guess is that it is related to the…
-
How to track required customer documents in deals?
Hello, my company is a private mortgage lender and we love using Pipedrive to manage our leads and sales process. Our issue is that once we loan is in process we typically have to use another tool to manage our pipeline. This is because I do not see any way to configure the deals in Pipedrive to serve our needs. For…
-
Total sum of deals in stage
Hi there! I have noticed, that you can see only sum of deal values and related deals at the top the stage - but you cannot see how many deals are total in that stage. That would be nice! Martin
-
Sum two customer fields for open deal's
How can I calculate two custom fields in another field? Help me please!!!
-
Hey everyone, we are facing challenges while converting bulk leads into deals.
Leads into Deals Filters and custom reporting
-
Pipeline Visibility - Looking to schedule a short interview (maximum of 20 minutes) for research
UPDATE: this research is now closed, thank you everyone! 👋 Community Members! Looking to speak with customers who are interested in setting up pipeline visibility in order to understand the use case in more details. If you would have the time to jump on a quick call in the upcoming weeks (for a maximum of 15-20 minutes), I…
-
Deleted deals in the Deals page.
Hello, I've recently started using PipeDrive, after a tough importing journey I thought everything was set up perfectly, but no. During the import process, I deleted the entirety of the data multiple times until I got it down as I needed it. Now looking at some deals there are multiple versions of them and they are tagged…
-
Addresses
About 80% of the addresses we need to put in either the contact or deals have a unit number. I also like that Pipedrive finds the correct address as well which works will with the "Nearby" option on the ios app. The problem I'm having is that when I put in a unit number before the address Pipedrive can't find the exact…
-
Exporting customer lifetime value
Hi there, I've love to be able to create a filter showing the lifetime value of contacts/organisations. What I'd like to do is show this value (highlighted) in a list view and be able to export to Excel. However, when I try and add it as a column, I can pull 'Won Deals' which is a count of the total deals that are won, but…
-
Why am I not able to remove a default field from a "new deal" form ?
Some default fields are unfortunately not relevant with our processes. To make it easier to understand and complete the pop-up form when creating a deal, I wanted to simplify it and remove some irrelevant fields such as "label" or "probability". Is it possible? I tried both via the personal settings (checkboxes were grayed…