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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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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…
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Upload Organization
Does anyone have a solution to organizing uploads--possibly an integration? We upload 20 to 50 files to a deal sometimes and it is complete chaos.
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Cambio de Moneda // Currency Exchange
Hola, comunidad! Una duda en cuanto a la moneda de los deals y su visualización para cada usuario. Cómo usuario administrador me gustaría ver el valor de los deals en la moneda original de cada usuario y en la moneda al cambio. Por ejemplo, un usuario administrador quiere ver un listado de todas las propuestas en € y en la…
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See average time per stage
Hi, I would like to know if anyone knows any platform or way that I can know the average time in minutes of the client is in the business stages. I saw that this data is saved in the api, but I am not finding any way to achieve this.
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When Duplicating a Deal - would be helpful to have "Notes" and all history follow the copy of the de
I currently use Pipedrive not only for my Sales Pipeline, but our Account Management Pipeline. I need/want that history to follow the new "deal" in the Account Management Pipeline. Pipedrive support provided me with a workflow automation that will automatically duplicate the deal and add it to the right stage in the right…
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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…