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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…
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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…
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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
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Sum two customer fields for open deal's
How can I calculate two custom fields in another field? Help me please!!!
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Hey everyone, we are facing challenges while converting bulk leads into deals.
Leads into Deals Filters and custom reporting
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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…
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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…
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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…
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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…
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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…
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Multiple Organizations per Deal and Automatically Add Organization Members to Deal
I want to request more flexibility in the data model with associations for Deal -> Organization -> Person. We often have situations where multiple organizations might be involved in a specific deal. We currently need to work around this with custom fields, but this limits our ability to use some of the deal tracking…
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Adding Visibility Controls by Pipeline
Visibility groups are too difficult to use. Setting visibility on each item is not realistic, and becomes impossible to manage once you have 2+ people with limited visibility making changes. Plus it is tied to Pipedrive's more-expensive plans. It would be really great to have a feature that ties visibility to specific…
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Pipeline view - (Color)-mark Deals with new Email
For my workflow and greater transparency I would like to see in the pipeline view which deals have a new email in the inbox. Similar to the already existing feature "deal stagnating" (I use the german version and don't know the english name) that highlights deals that have been untouched for a while. This would be the…
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View deal owner in pipeline view without adding filter
We would like to see whom the deal owner is in the pipeline view without changing the owner filter. We can then see at a glance who is working on each deal. We have a temp workaround by uploading a colour to our profile photos which then is displayed on the pipeline cards. A better solution would be appreciated!
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Is there a possibility to allow everyone to delete Deals and contacts in PD?
Dear Community, So far, only Admins can delete contacts, organisations and Deals. I would like to allow all Sales-Team-members to do that. Is that possible? Thank you so much for your help in advance!
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How to preserve won status of a deal, that was lost after some time?
I run a subscription-based business, and such businesses have churn, meaning we lost some of the deals that are previously won. What should I do with a deal that I won and, let's say, after 12 months, is lost? Please mind that if I change its status to lost, reports will lose the crucial information that the deal was…
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Transfer deals between funnels / Traspasar deals entre embudos
Hello community. When you transfer deals from one funnel to another in a massive way (I don't know if manually) (due to information reorganization things) the traceability of the evolution of the deal is lost. I think this can be a problem if, as it is my case in a client, this is not reported beforehand. Do you know of…
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Currency Exchange // Cambio de Moneda
Hello, community! A question about the currency of the deals and their display for each user. As admin user, I would like to see the value of the deals in the original currency of each user and in the exchange currency. For example, an admin user wants to see a list of all the deals in € and in the local currency of each…
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Possibility to evaluate how many new customers are added per month?
Hey everyone, is there a way to track if a signed deal belongs to a new customer or if the customer has signed deals with us before? We would use it to evaluate how many new customers we have in a month.
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Changing Deal Activity Dates
I would think we are alone in this, but when we have scheduled activities on a Deal it is possible for the deal owner to change the date. When that user fails to complete their activities that day, they can simply change the date to a future time which hides the fact they haven't carried out the activity on the scheduled…
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Expected close date
Is there a way of an alert/reminder being sent to deal followers on the expected close date for an open deal?
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Multiple Contacts
It's gonna be great and awesome if we had the possibility to link more than 1 contact to a deal. For a SDR's department it's really essential. In our day to day job we have to reach out several people in one organisation to trigger a conversation :-)
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Is it possible to edit an existing lead through a Gravity Form submission?
We are using the Pipedrive Add-on for Gravity Forms in order to create a new contact and deal when form A is submitted. This is working perfectly. We would like to have form B pop up in a modal after form A is submitted. Form B would have a couple of optional questions in it that, if submitted, would update/edit the…
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How to stop autmated opening of new activity window?
Dear PD Community, is there any possibility to stop the automated opening of a new activity window after finishing the last activity in the Deal? All new activities in our team will be created automatically in the future, so we don't need this feature. Thanks so much for your help. Kind regards Julian
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New value for field "Interval" of the subscription plan: "biannually"
Could you add the value "Biannually" (that is, every 6 months) to the list of possible values for field "Interval" of the subscription plan, please?
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Allow contact-based email template fields based on the main contact person on a Deal, and not just t
I am making an email template and I need to be able to use the email address of the Deal's primary contact as a template field, even if that contact is not the recipient of the email. Currently, it provides a bunch of fields from the Contact object, but that seems to be based on whichever contact is in the "To" field of…
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Deal converting with one Click
For example, can I mark 35 different organizations in my list to turn them into deals who are WON with just one click instead to grab every single organization and to turn in an WON deal?
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Convert Lead into Deal in bulk
Hello Pipedrivers, I am looking for a solution to convert more than 100 leads into deals. Is there a way to do it all together ? Thank you. Best Regards, Geoffrey
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Is there a way to setup an automation which pulls the organisation label through as the deal label o
Is there a way to setup an automation which pulls the organisation label through as the deal label once created? and second point is there a way to mass update organisation labels?
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Leads Inbox - Separating fields for Leads and Deals
We're currently evaluating Leads Inbox to determine if we want to incorporate it into our processes for handling MQLs. I've run into a few issues right off the bat - one being that all of our fields for Deals show up in the Lead. The data fields we've implemented for Deals are unique to our Deals and don't apply at all to…