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Creating Unique Account Numbers in Pipedrive
Hi guys, Is there a way to create a new, unique account number for each lead that is converted into a deal / customer?
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Deals List - Export Data
I am not seeing a way to add a column for "Parent Organization" to my deals list. Does anyone know if this is possible? It would be extremely valuable to my business if we could export a deals list with the option of seeing parent organizations information. I don't think this would be that difficult of an option to add to…
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Insights: Inaccurate tracking of stage completion
Scenario: Stages in the pipeline: In discussion --> Demo Booked --> Next steps in progress --> Second meeting booked --> In negotiation --> Not now - later When someone updates a pipeline stage for a deal (DEAL A), from in discussion to not now - later Under insights - when looking at how many Demo's were booked this week,…
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Feature Request - Deal Approvals
It would be great if a sales leader could approve a Deal before it either moved to a specific stage or could be marked as Won. That would save us a lot of headaches before we move a sold deal into production.
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Reaction time(in hours) for first activity marked as done
Wanted to track reaction time for first activity marked as done of new deal by hours, any suggestions how to do it?
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From a Pipedrive Pro - Where to Find a List of Deals Related to a Product 📝
https://pipedrive.hubs.vidyard.com/watch/9BwoPYzeRHzbA5x5vMTtWc?This time, our Pipedrive pro @Emily Howard shows us a quick trick to find all deals that have been involved with a specific Product. 🔔 Be sure to check out the full Learn from a Pipedrive Pro academy course for more productivity hacks from our pros, and…
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lead or deal? asking for help organizing my data
I have a service business. My clients get to me by various ways. Word of mouth, FB/IG posts, webinars, courses I teach and more. Sometimes the first communication is a phone call which ends after scheduling a meeting(which is actually a sale). Sometimes, it starts with a text message, only asking for advice on a specific…
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Automatically Link emails to deals
Hello everyone! Hope all having a good time. I am facing a problem. How can I link ALL the details from the organisation's generic email, aka info@, to the deal that the organisation is linked to? HELP!
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Trace back deal to webform
I would like to be able to trace back a deal to a specific webform. Any suggestions?
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Automation advice to update activity owner
worHi all, PD newbie here so looking for some advice. We have an admin team who create appointments on behalf of the sales team. The owner of the deal is always the allocated sales person so when the admin create a new activity of type meeting for the sales appointment, is there a way to automate the setting of the…
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Allegati mail all'interno dei Deal
Buongiorno a tutti, sono Enrico, titolare di Dekal Fotoceramiche. Essendo noi fotografi, lavoriamo molto con gli ordini tramite email che allegano, appunto, fotografie. E' possibile con Pipedrive, allegare i file delle email mentre si crea il deal? Spero di essermi spiegato! Grazie mille a tutti!
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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.