Deals

Creating a report of deals that lack certain information
Hey, I tried my best but failed so far. I'd like to create a report (a list view) of all the deals that lack certain information like Lead Source (custom single option select field). My need is to: - Be able to create a list of deals that are missing f.e. Lead Source information so I can give it to my Sales Reps so they…
🧠 How to Add More Deals - Sales Pipeline Course: Chapter 4 | 📽️ 2 mins
https://www.youtube.com/embed/doWLnPT9N3MThis video is about the first of 4 levers of pipeline flow: adding new conversations to keep your pipeline flowing. Timo also outlines the 3 steps to having a healthy sales pipeline and explains that you need to continue to find new sales opportunities in order to put new…
Data in leads vs data in deals, I don't get it
Please help me with the following problem. I put a lead in leads. Then I search for the person in pipedrive. I can't see anywhere if this person is a lead. So I make a deal with this person (and organization). I can't see this deal with this person in Leads. So I have a person and organization with a deal and the same…
Most efficient process for having admin staff creating deals
We want admin staff to have the capability to add deals for a specific pipeline, including adding some initial notes, and attaching files. The pipeline will then get worked by another user (Sales). What is the most efficient process concerning owners, etc.
Send won conversions to Google Analytics
Hello, Pipedrive community! I have a question about pipedrive-GA integration. When WON, how can I pass this event to google analytics goals? I know there are third services that offer data integration. But I couldn't find specific events with WON there. You would really help me.
Question: How to track leads that are converted to deals
I have many deals that are converted from leads. Then how can I see only these deals in pipeline view? I'd like to measure the efficiency of leads, and I'd like to know the ratio of leads converted to deals.
Email to as deal owner rather than limited options?
Any idea on how I can have the email sent to the owner of the deal that is associated with the activity rather than the activity creator?
how transform business in person?
Deal moves to different organisation
Hi everyone, I'm having a lot of issues with deals changing to different organisations when a contact moves to a new company. I walked through this problem a couple of months ago with someone from the Help team but didn't really solve it. For example, Joe Smith moves from ABC organisation to DEF organisation. When I look…
🧠 Set the Right Kind of Goals - Sales Pipeline Course: Chapter 2 | 📽️ 2 mins
https://www.youtube.com/embed/asjT8AY5WE4In this chapter you'll learn why it's important to set activity-based sales goals and how you do it. Setting activity-based goals helps you deal better with rejection and focus on the deals that are important. It also helps you plan your day and work out what you need to do to close…
New: Goals in Insights! (gradual rollout) 🎯
Why? For the users who already enjoyed the Goals feature in the previous incarnation of Pipedrive's Reports, this needs no explanation -- and you certainly voiced how much you missed them during this transition period, for which we appreciate your patience. 🙏 For the users who already joined us in the Insights era: Goals…
How may I set the automation workflow to send an email to third party involved in the deal? (I only
How may I set the automation workflow to send an email to a third party involved in the deal? (I only see contact, creator, owner in the TO section) for example, once the deal is moved to a new stage, an automatic email (template) sent to the client's agent, lawyer or advisor.
New: OneDrive and Sharepoint now in Sales Documents! 📄
Why? Work with your everyday business applications: now you can integrate Sales Docs with leading cloud storage service platforms like OneDrive or SharePoint (as well as with Google Drive, which users could integrate already) to ensure your documents are kept secure and accessible, all in one place. For whom? Users in the…
파이프드라이브 가이드: 필터 설정 (성사된 거래와 진행중 거래 동시에 보기)
질문: 파이프라인에서 성사된 거래와 진행중 거래를 동시에 보려면 어떻게 해야 하나요. 답변: 필터 기능을 이용하여 원하는 조건을 조합할 수 있습니다. * 거래 상태가 '진행' * 거래 상태가 '성사' 성사된 거래와 진행중 거래를 동시에 보려면, 위 두가지 조건을 OR 로 연결하는 필터를 생성하세요. 자세한 내용은 첨부한 동영상 참고하세요. 참고 * Filtering - from Pipedrive Knowledge Base * 파이프드라이브 가이드: 고객 목록 필터링 * 파이프드라이브 가이드: '분기별 생성 진행중 거래 보기' 필터 설정
When a new deal is created the word 'deal' is automatically appended to the end of the deal name. Wo
When a new deal is created the word 'deal' is automatically appended to the end of the deal name. Would it be convenient for you if that could be defined as something different and based on one of your deal detail fields?
Tracking Revenue
I have been using the deal value as our first year revenue figure and the subscription feature to track the re-occurring revenue. My problem is that all reports even the subscription revenue report seems to be pulling the deal value and not the amount I entered in subscription revenue. Does anyone have any suggestions? I…
Monthly incom forecaste
Is it possible to assign a deal an expected splitted monthly expected income during certain period of time to get a forecast of what is expected to income during the time instead of getting total values per deal?
Recurring revenue
Hi Pipedrivers, It would be great when setting up a recurring revenue on the deal level, to have the option to set up different revenues for different periods: a customer could be changing the tier he is on and this could give some accuracy if we were to track real revenue (less important for revenue forecasting)
Can I view LOST deals in the forecast view?
I have been struggling to get Lost deals to show in my forecast view. Can someone advise me how to do this? Possibly lost deals just can't be seen in the forecast view? (I want to be able to use that visual representation to look at recently lost deals, by month) Thanks
Two Questions - Goals and Owners
Hello, Two questions appreciate with with: * Goals - when setting goals I can select specific pipeline - but can I have more than one pipeline attached to a specific goal? The same goes when I set company goals - it applies to all pipelines - can I exclude a specific pipeline? * When putting in a new deal - there is one…
Move Bid from one pipeline to another
Is there a way to move a bid from one pipeline to another? We have several pipelines. I want to move a bid that has been won from the Sales Pipeline to Richard Prospecting. How can I do that?
In the mobile app when adding photos such as to a deal would it be more convenient to be able to cho
In the mobile app when adding photos such as to a deal would it be more convenient to be able to choose multiple photos from your camera roll?
Bulk Editing Next Activity Date
Hey everyone! Really excited to be here. I can feel this platform changing the effectiveness of my sales process already. I am wondering how to Bulk Edit the Next Activity column within the list view of my pipeline. I see how to bulk edit other categories, but for some reason I do not see anywhere to bulk edit an…
I am new to Pipedrive and would like some help formatting our lead flow. Also in new deals - how am
I am new to Pipedrive and would like some help formatting our lead flow. Also in new deals - how am I able to change the titles in the pipeline?
Tagging an email to the deal activity history
Hi, I was wondering if it's possible to tag an e-mail history (gmail) to the referred Deal (on the Activity). On SalesForce when you add its own e-mail (like a SF tag) as BCC it's automatically saved on the Opportunity activity history. Is this possible on Pipedrive too?
In Case You Missed It - Pipedrive Update - December 2020
https://pipedrive.hubs.vidyard.com/watch/Eio2H7L4DeX4FsHX1Y1wmS?In case you missed it - Pipedrive has new Revenue Forecasting, OneDrive integration, E-Signatures, and we're now a unicorn! 🔎 Want more details? Read all about it in our blog article: * 🇬🇧 In English * 🇵🇹 Em Português
Community Roundup - Volume 8 🗣️
Hope everyone had a great and safe weekend! As the Holidays approach, we wanted to give you another chance to soak up some learnings from our Sales Community. Check out this week's selection of top posts, and feel free to join in on the discussion! 🔥 Monitor Deal Velocity of Sales Stages 🔥 Creating an Email Automation for…
파이프드라이브 가이드: 리드(Lead)란 무엇인가요
질문: 파이프드라이브에서 '리드'라는 항목이 있는데 '리드'란 무엇인가요? 답변: 리드(Lead) 는 '내가 판매하는 제품에 관심을 보이는 고객'이며 '관심을 보이는' 방식은 다음과 같이 다양합니다. * 회사에 문의 전화를 걸었거나 * 이메일로 제품에 대해 물어봤거나 * 웹사이트 고객 문의 게시판에 글을 남겼거나 * 소프트웨어 체험판에 가입했음. 영업 사원은 리드를 분석하여 실제 거래로 이어질 가능성이 높은 고객만 추려내어 거래(Deal)로 전환합니다. 이렇게 생성된 '거래'는 적당한 파이프라인에 투입되며 거래 성사를 목표로 관리합니다. 원한다면 거래(deal)을 다시…

Deals

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