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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,…
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More Note Formatting Options
It would be helpful to have more control over the Notes. * Have Strike Through as an option * Font color options * Ability to create a Template for Notes * Ability to Tab * Ability to create a Check List
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Workflow automation Deal status closed and won
Hi! We have a long production time after we have won a deal. So I would like to add a mail automation when a deal is closed and won. What I would like to do is sent out an automatic mail after 45 days when the deal status is set to WON. This is a final "you can still change something to your order mail". I only see the…
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Being able to see a Changelog Report
Hi We have a number of users who reallocate deals without being allowed to do so. At the moment other than looking inside a deal there is no way to see who is doing this. It would be great to be able to download a changelog report to see the culprits. thanks
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Add time (Hours) to a Deal
Hi there, I know you can add revenue to a Deal and this is reported in Insights - which is amazing and simple. But is there a way to add time (hours) to a Deal to go through a particular pipeline? My business has a maximum capacity on the number of clients it can service to ensure that there is time to meet their service…
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Como posso monitorar os dados de um deal que precisa passar por 2 pipelines diferentes? Um de pré-ve
Como posso monitorar os dados de um deal que precisa passar por 2 pipelines diferentes? Um de pré-vendas e ao sair do processo entrar no pipeline de vendas. Não faz sentido o deal não conter registro do seu ciclo completo. Alguém pode ajudar com isso?
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Boa Tarde Pessoal! Quando o negocio é colocado como perdido por um executivo comercial e depois outr
Boa Tarde Pessoal! Quando o negocio é colocado como perdido por um executivo comercial e depois outro executivo solicita a conta...qual a pratica correta? transfiro o negocio perdido também ou apenas a Organização?
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Syncing emails to deals
Hi there, At our company every employee has synced and linked their email to PipeDrive. However, the emails only sync on the organisational level, but not at the individual deals. As soon as an organisation has two or more deals, the emails are not synced on the deal pages anymore as the system does not know to which deal…
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API: Deleted deal stages not appearing in stay in pipeline stages from Deals
When a deal stage is deleted it is currently removed from the field stay_in_pipeline_stages. To track deal stage progression you must instead use the deal updates endpoint which is a massive log of events. Furthermore the information corresponding to the deleted deal stage is removed from the stages endpoint. It would be…
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Geographical Report
How do I create a Report geographically in Insights Section ? There is no Address in drop down of Deal category. Please guide.
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Required fields when moving deal to new stage
Do anyone else experience getting this pop-up message when they move a deal to a new stage despite the required fields being filled out already? Is this a bug? I get the point of the pop-up when there are required fields you actually must fill out to move to the next stage, and appreciate that you can fill them out then…
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Feedback and Suggestions: DEAL - Entry Fields - Show how many items are left
It would be great if I'd know how many items are left in the entry fields. For now, I have to guess. Otherwise, party of the typed words are gone forever after saving.
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Workflow Automation Query: Deal Probability Update based on Deal Stage
Following on from Jack Duff's post last year (https://community.pipedrive.com/post/stage-probability-should-set-probability-for-all-deals-within-that-stage-5ebc17b240e0286d0170308c), since this feature isn't available, how can we create a Workflow Automation that automatically updates the Deal Probability field based on…