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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.
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Boa Tarde Pessoal, alguma empresa gerenciar multiplos produtos no pipedrive onde cada produto tem di
Boa Tarde Pessoal, alguma empresa gerenciar multiplos produtos no pipedrive onde cada produto tem diferentes tipos de precificação e estaria disposto a fazer uma breve reunião de benchmarking? / Good afternoon everyone, is there any company that manages multiple products on the pipedrive where each product has different…
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Issues import database
@Inês Batata Hello! I have some issues when I import the database. Automatically the deal title takes it from the organization name. Although I select to take the lead title. I tried removing the organization name but some is accepted and others skipped. Can anybody help me?
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Lead Creation - Assigned to Option
It would be great for us to be able to assign an owner for new leads as well as on the deals page. Our Customer Service team field the incoming prospective accounts and assign them to the areas sales person. Currently it will auto assign the person raising the Deal as the owner. I would like to create a workflow automation…
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Attach documents when deal is won
Hi! When a deal is won we send an email directly to our accounting department with the signed offer attached. Now I want to automate this task. I tried a workflow but I can´t attach documents into the automated mail :-( is this even possible? Maybe a workaround? Thanks!
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Organize uploaded files
Is there a way to organize or name files that are uploaded to a deal. we upload a lot of files to each deal and it is a mess searching for each file. Folders would be nice.
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Organizing People in SaaS Sales process
Hi, we provide a SaaS solution either directly to the customer or using sales partners. Even if we sell using a sales partner, we are in direct contact with the using customer. In one extreme case, a single person at a customer is my direct contact in one project and indirect contact (via sales partner) in another project.…
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Hitting Enter on Lost Popup Submits the form
Currently if you are typing in a lost reason and then hit enter. It does nothing. It would be nice if it submits this form rather than having to mouse over to the button.
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What happens to deals in a deleted stage?
I want to delete some stages from a pipeline. I don't have any active deals in those stages. But what will happen to the lost and won deals that were in those stages? Should I move them to a different stage before deleting the stages?
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Details for Multiple Pipelines
The nature of our business and use case is such that we have multiple pipelines. The detailed information that I would like to collect and reference for each is very different (even for the same contact or organization). We really need a way to have have different custom "details" populate depending on which pipeline a…
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Lost Deals Terminology
I've had a couple of clients explain their understanding of a Lost Deal to me when introducing Pipedrive, many feel the term Lost isn't what suits their business. I understand that if you Lose a Deal it doesnt remove itself from the system, you can apply a reason and report on it. However, I wonder if in the future it…
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Deals correlated with products report
Hi All, I found that there is no way to see products list in deals list view, I can add number of products only. So I can't analyze convertion rates for deals with specific product or group of products, I don't know which products do I have in pipeline etc. I have to check one by one what is not an option when we have many…
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Linking Custom Fields in Deals
I've added several custom fields to our deals. I'd like them to work the same way the "Referred By" field works - so when we type in the name, it creates a link from the deal to that individual. Right now they're just Text Fields. Any way to do this?
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What are your guidelines for modifying Probability % and Expected Close Date in Deals? Do your team
What are your guidelines for modifying Probability % and Expected Close Date in Deals? Do your team members modify these values arbitrarily as they see fit or do you have pre-defined rules and guidelines for doing so?
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View won deals by product category
Am I missing something/could somebody help me with the following please... I want to see how many of a certain product category we have sold in the last year, 2 years etc. I see a report in Insights where I can view how many of each individual product we have sold, but cannot see a way to segment by category (i.e. all the…
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Pipeline approach
Hej på Er, Hoppas kunna få lite smart vägledning och tips av lite Pipedrive rävar här inne. Kommer själv från Hubspot världen närmast men ska nu sätta upp en Pipedrive struktur för ett bolag och klurar på det här med prospektering och dealpipelines. I Hubspot gjorde vi så att vi satte upp en Pipeline som hanterade…
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Accurate Insights for Retail/Wholesale but Avoiding Many Deals per Client
Hello Pipedrive Community, Within our wholesale business, we may win say 3-7 deals per year per client. As you can imagine, the deals that have been won (or lost), start to add up and really make Pipedrive quite congested. For example: if you create an activity for a client and search for their name, all of the old deals…
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Automated Workflow - Bulk Deal Status Update
I was nosing around in Workflow Automation. Am I overlooking how I can create a workflow for a Deal action of no action? I want to update the Deal Status as Lost and cite one of our Lost Reason values (past 30 days), when a Deal has aged greater than 30 days and there hasn't been any other updates to Person record,…