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Bulk conversion of leads to deal / pipeline / group email
Hi just wanted to check I am not missing "something", but bought a bunch of leads via "prospector" - now I want to effectively put them into 1 deal and send them a #targeted EDM as a group....Is that possible? Paying for too many platforms - Pipedrive, monday.com, active campaign, plannable, qwillr....too much wanna be…
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How do you remove applied filters on the Contacts page?
I don't want to delete the filter, I just want to stop filtering my contact list. In the drop down there doesn't seem anyway to uncheck the used filter. The only thing that it seems I can do is switch to another filter, which is not what I want. I want a completely unfiltered list. #contacts #filters
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Changing owner name
Hi, how to block changing owner option for some users in Pipedrive? I need to enable for some users this feature. Cheers
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Link assignment of Org, Person and Deal
Use case: when re-assigning an organization from one rep to another, we have to * Change the assignment at the Oganization level * Change the assignment at the Contact level - for EVERY CONTACT INDIVIDUALLY * Change the assignment at the Deal level - - for EVERY DEAL INDIVIDUALLY Missing any of these leads to great…
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Past Due Closing Date Notification
Is there a way to get an automatic notification either Teams or E-mail if an open deal is past due its stated closing date?
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CALLER & SCRIPT MANAGEMENT
Has anyone figured out how to install or add scripts to pipedrive so you can follow a call script and data while on a call?
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Pipedrive overwriting decimal prices containing '.0' when typing.
Hi there. Rather than me try and explain in a wall of text, please see the attached video of me trying to type 1.08 and 0.08, into the Price field of the 'Add Products to Deal' modal. Essentially, this occurs any time I, or one of my employees, try and type any decimal figure into this price field, that contains '.0' 1.1…
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Improve or create new SMART Contacts/Organization/Deals sorting/filter by Country (or region)
In a perfect world, every Pipedrive user is creating the contacts and fills all PP fields. In the real world, he fills only a few of them, like name, phone, email or even worse - contacts are created automatically by BCC (Name+Email). This created huge problems when your sales lead says: "Hey Roman, list me all customers…
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How can I link multiple e-mails to one deal
By receiving e-mails it would be necessary to have to option to select multiple e-mails and link them to one deal. How is it possible? * automatic deal suggestion does not work in many cases or does not add the emails to the relevant deal.
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Email linked to 2 deals
I would like to link an email to 2 different deals. Is this is the making @pipedrive? Would anyone else find this useful?
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What do you do with Closed/Finished/Expired/Old Pipelines?
At our company, some of our Pipelines are used for recruitment into programs. Our teams recruit folks via Deals, and once enough companies have been recruited, the effort stops, Deals are marked as Won or Lost, and the Pipeline goes out of use. Since all Deals are marked as W/L, the Pipelines are empty (in Pipeline view).…
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Deal Progress Report
I'm trying to create a Deal Progress report that shows how deals have changed in past 2 weeks. The existing (out of box) Deal Progress report shows when a Deal enters a stage. But that's not what we're looking for. For example we want to see that in the past 2 weeks: 5 deals moved from Stage 1 to Stage 2; 7 deals moved…
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Keep WON/LOST Deals in Pipeline View
Pipedrive should add a feature, at the Pipeline level, to toggle on/off if Deals should still show up in Pipeline view when a Deal is WON or LOST. It is really difficult to continue to explain this feature to our users because to them it looks like no Deals were won/lost. Then we need to set up a List view to show them…
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I've been scratching the head for a while on what to do with old deals that we didn't win? Right now
I've been scratching the head for a while on what to do with old deals that we didn't win? Right now, we move them to a "Lost but subscribed" pipeline to keep the history, and they are added to our email campaign, but this is a bit redundant cause they go on our email campaign list regardless. Are we safe to delete their…
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Does anyone know if you can edit your reason of a lost deal... i would like to be more organized.
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How can I change start date on subscription on a deal?
Once I have created a deal and setup the expected recurring amount and start date for the subscription, how do I then change the start date, if I am not able to close the deal before the expected start date? It seems I can only update the "Recurring amount" and set an effective date for the new recurring amount. Really a…
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Pin this email to top of deal = same as pin this note function
I really like the "pin this note" function under deal = to remain on top at first sight! Would love to have the same for emails too. Quite often I experience that during the initial stage of a deal that valuable insights/scope/briefing etc. of a project are shared during enquiry stage and I would be great to have that on…
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Aktivitäten automatisch schließen, wenn Deal verloren
Hallo liebe Community, der Titel sagt eigentlich schon alles. Ich möchte gerne alle offenen Aktivitäten in einem Deal automatisch schließen, wenn dieser besagte Deal auf "verloren" gesetzt wurde. Ist das möglich? VG Dennis
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Bulk edit button on deal level
At the moment it's only possible to bulk edit activities on de activities page. Would be great if you are able to bulk delete activities on a deal page as well.
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Customize left side bar in deal section
I would like to remove the Choose a billing plan section and move the person info up to the top. Basically, I want the left-hand side bar to be customizable.
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Carry fields from Deals to Projects
When we convert a deal into a project, much of the data carries over, but not all. We would like to carry the 'Value' field over, so in addition to seeing see how much potential revenue is in the deal pipeline, we can also see how much revenue is in the project pipeline. Additionally, we created a Cost Basis custom filed…
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Drop down menu query
Hello Pipedrive community, Is there any way to add a drop down to a custom field when creating a new deal. This would be implemented on our Project description field. We would like the drop down like the other fields as shown above /\
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Deals Layout - Is anyone experiencing the same thing?
Hi there; I have been using pipedrive for a few mouths and have a couple of suggests / comments that a pipedrive support person recommended that I post. Here they are: * On the Organization page, I would like to see of the open deals for each customer. Currently there is a 5 Deal limit that are shown on the main page. You…
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Deals Endpoint Limit
Hello, I want to create a Power BI report, I have connected to Pipedrive API on the Deals endpoint, but due to the limit I am not getting the most recent data/deals. How can I do this? Thanks
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CPQ - A boon or nightmare?
Anyone using CPQ solutions to optimise your sales process? What do you find difficult in your existing CPQ? * Complex to learn and implement * Not user friendly UI * Difficult to customise rule engine
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Post about zip codes every day until problem is solved
Need zip codes still... Zip Code
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Removing the REVENUE field from DEALS
Is there a way of remove a REVENUE field of a DEALS. I don't see a way of to make this.!
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파이프드라이브 가이드: 거래 성사 시간을 변경하고 싶어요.
질문: 거래 성사 버튼을 누르면 '성공 시간'이 현재 시간으로 자동 입력되는데 다른 날짜로 수정가능한가요? 답변: 가능합니다. 첨부한 동영상 참고하세요.