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From a Pipedrive Pro - How to Automatically Duplicate Deals in Other Pipelines with Links To The Fir
https://pipedrive.hubs.vidyard.com/watch/VrYu2U19h92jArpw85yPqz?ref=community_postIn this tutorial, our Pipedrive pro @Luiza Salomão returns to demonstrate how to use Workflow Automations to take the manual work out of duplicating deals to other pipelines on your Pipedrive account. 🔔 Be sure to check out the full Learn…
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Newbie (not a sales person!) trying to understand Deals for political action
I am a new user of PipeDrive, and I'm trying to use it -- not for selling exactly -- but for laying the groundwork for a political campaign. This includes asking for donations, emailing a regular newsletter, building relationships, getting people to take actions, etc. I am really struggling to figure out how to map "deals"…
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Seeking Advice: Using Zapier to create contacts and deals in Pipedrive
Hi All, I need a bit of help here please. I'm trying to build a Typeform - Pipedrive integration using Zapier. When a prospect fills in the Typeform for then I want a contact and a deal (with that contact associated) to be created. I can create a contact and I can create a deal but I can't seem to work out how to link them…
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Usability testers wanted: Adding Products to Deals [deadline: June 25]
Hi everyone! We have been working on a solution to fix some of the issues reported about Products, more specifically when adding products to deals, and to make sure we are building the right solution, we would like to have 30 minutes of your time to test a prototype! Can we count you in? If so please pick your time slot…
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With Visibility restricted, users duplicating / creating deals for Prospects that already exist.
If Deal visibility is restricted, there's no way to avoid salespeople going after the same prospects. Either there should be some kind of visibility to search whether something exists without seeing more details, Or... ?
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Participants
Hi. I waded through half a dozen CRM's before circling back to Pipedrive and signing up.I'm therefore rather disappointed at the pitifully weak handling of multiple deal participants -- this could well be a show stopper.
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Notes and List-View Columns in Deals
When viewing Deals in list view... ..., there is a gear on the right side of the screen that allows me to select what columns I can display and sort for each deal (Activities to do, Contact person, Creator, Deal Closed on... etc). There is no way to view/sort the number of notes on any given deal, but it would be nice if…
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'Bulk' Winning / Losing Deals
From time to time we can get a trifle tardy. Deals that have been won can accumulate and, short of import/export data manipulation, there does not seem to be a way to bulk 'win' (or lose) deals. In list view I can use a filter to select deals and perform some bulk edit functions on deals. ... eg; 'Send Group Mail' ,…
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Call from top of the deal
Please make available that the name is also a phone link, so you save the scrolling down.
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Can multiple people be linked to a deal?
I already know the answer: Yes and No. Only one main contact. Participants can be added but this is weak -- they are in a separate list and can't easily be cc'ed.I assume this is a fundamental limitation of the software platform
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How can I archive a lost deal ?
Hi, I wonder how I can archive the lost deals. I don't want to delete them, as they have info that can be useful in the future. But I dont want to have my list of deals, with some "red" lost deals (which are sorted at the top of my list, based on expected close date, as past deals). So, the ideal would be to be able to…
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What is your best practice for defining deal owners?
Hi, we are wondering who in our company should be the deal owner in different kinds of deals. We have two different sales dep.: 1. internal service for inbound inquiries 2. field service for active acquisition and KAM How do you manage the topic 'deal-owner'? When should the KAM be the deal-owner? I'm looking forward to…
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🗣️ 💬 Campaigns: Q&A | volume 2
This week we're answering questions that we get from Campaigns users like you! 🗣️ Post your own in the comments below and we'll answer. 💬 Q: Will we be able to add a campaign for only when a client is within a specific Deal stage? A: This can be achieved today with filters that contain the deal stage as criteria. At the…
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Inconsistent Translation: 실패 vs 손실
Greetings, I'd like to report translation inconsistency for Lost Reasons. In Korean version of Pipedrive, I can see this popup window If I hit the 'Lost' button in a deal. I don't see any problem here. In app.pipedrive.com/settings/lost_reasons, however, I found an inconsistency. * 'Lost reasons' is translated as '손실 사유',…
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Counting number of files per deal
Hello - hopefully this question is clear. I am trying to get a count of # of attached files per deal. Is there a way to view this in Pipedrive? (i.e. Deal 123 has 3 attached files) Thank you!
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Report of Deal Products?
Hi We would need to separate our Deal values in, mostly, fixed retainers and sales commissions. I'm trying to implement Deal Products to handle this, see print screen. BUT, are there any ways to view/export this data? Eg, i would like to see all our Deals' commission value (not only the total Deal value). My preferred…
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Multimarkenbetreuung
Hallo Zusammen, wir vertreiben als Distributor mehrere Marken. Nun habe ich das Problem, dass ich zum Beispiel einem Kunden mehrere neue Marken vorstellen möchte. Derzeit mache ich das so, dass ich je Marke einen Deal erstelle. Dies führt allerdings dazu, dass die Pipeline sehr voll und unübersichtlich wird. Ich habe es…
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Test the new Detail View concept (deadline: April 8th)
We are improving our Detail View! If you are interested in testing the new concept, book a time with me: find a suitable time for you here. Open to all users in all plans. Multiple timeslots are available on Tuesday/ Wed/ Thursday of this week.
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Suggestion: Please enable users to "bulk edit" from the "activities" tab to simultaneously "bulk edi
Suggestion: Please enable users to "bulk edit" from the "activities" tab to simultaneously "bulk edit" multiple "activities" and their corresponding deals. Currently, I type "archive" into my activity, as a reminder for me to soon move it in to an archival Pipeline we created, for dead and/or significantly delayed…
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Pipedrive Tips I have picked up
I am going to make an ass out of u and me with the statement "I assume". I assume that most pipedrive users do not have time to learn new hacks or "cool new features" that came from a software product manager meeting. The whole dragging and dropping from one stage in a pipeline gets really old if u have a lot of volume.…
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Hi, how do you skip to the next deal (without having to click back on your browser then click on the
Hi, how do you skip to the next deal (without having to click back on your browser then click on the next deal)?
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Help with automation - can a deal be "looked up" to extract data?
Hello Pipedrive forums, this is my first post! I'm working on building out Pipedrive to support reaching out to MANY clients to add them to a call generation/ad campaign. I am using an existing deal as a "master deal", and want to use the deal ID to look up the deal. I am thinking about adding the deal ID to a different…
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Converting multiple leads to a deal and stage in your pipeline
Why can we not move multiple leads from our lead inbox to a stage in one of our pipelines? This would be much easier than converting each lead to a deal one by one.
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Create new deal through email
Is there a way to automatically create a deal through an email? like <business+newdeal@pipedrive.com> Let's say we have a special "VIP request" on the webside and I want every Sender not only as contact, but to create a Deal that i see immediately in my sales pipeline. I was looking arrount here, but could not find…
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Afternoon all, Is there a way to make it so that when user mark a deal as lost then it has to be ap
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Wrote a detailed post on automated leads assignment in Pipedrive
Post: https://www.amitsarda.xyz/post/pipedrive-automate-leads-assignment I appreciate any feedback and comments.
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Notification based on a contract date
Hi all, I want to set an alarm which notifies x months before a contract is finishing. Could you please provide any help on how to achieve it? Thanks!
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Sharing Deals between Users
How do you share deals across two users. So, for example, you have the followers and participants functions but that doesn't appear on user dashboards and I am actually not sure what either of those does other than act as a form of telling the people using the account. What would you recommend if you are trying to share…
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Can we automate adding new recurring revenue ?
Hi, We are a sport leisure center and our billing is based on annual subscriptions. We'd like to track which "plan" our customers are on and when it expires. Is it possible to do that with the recurring revenue feature ? Can we automate with a Pipedrive workflow to add a new subscription to a deal (including amount, start…