Deals

Please fix. I need to reply to the email I'm CC'd.
Please fix. I need to reply to the email I'm CC'd. I'm CC'd on the email. But I can't hit the reply button. Of course I want to reply within the CRM. * Reply to Email <--- PLEASE FIX. NOTE: Why can't I upload an image to the forum? I'm trying to upload a screenshot, it requires a video type or pdf type, ugg. So I made a…
🧠 Make Time For Prospecting - Sales Pipeline Course: Chapter 9 | 📽️ 2 mins
https://www.youtube.com/embed/087zHpE2YT0* ?ref=community_postThe most effective way to have a healthy pipeline is to effectively manage your time. This means making time for all the essential sales activities, including prospecting. However, it can be hard to find time for prospecting, especially if you feel like you…
Hi,
Hi, I'm new to Pipedrive. I'm looking to have New Deals generated from Squarespace dumped into Pipedrive and then have those new deals generate to a list in Mailchimp. Anyone have any suggestions?
Renewal deals in Pipedrive
Hello everyone, My team and I are looking to test our approach of supporting the Renewal deals in Pipedrive. We're in the early stage of defining solutions for the problem and thusly are very eager to get insights from our end users. If your company has renewal deals, please leave your comment here so that I know whom to…
🧠 Empty the Pipeline to Keep It Flowing - Sales Pipeline Course: Chapter 8 | 📽️ 2 mins
https://www.youtube.com/embed/1MkUDwu9j3AA clean pipeline is a healthy pipeline. If your pipeline is full of cold leads and non-responsive contacts, it might be time to flush it out. Identify leads that aren't going to close and leads that aren't ready but are worth following up with at a later date. Download our Sales…
Add custom Organization field to Deal Title (using workflow automation)
Hi all, For my startup doing work for healthcare organizations, we have numerous deals per organization. It's therefore super important to have an overview in the Pipeline of what department the deal is about, not just the organization. I have managed to add the organization department to each Deal Title through wf…
Deal Value problem. Pipedrive seems to force everyone to use fix pricing, instead of allowing us fle
Deal Value problem. Pipedrive seems to force everyone to use fix pricing, instead of allowing us flexible pricing as an additional option. I can't use the Products feature either because it's all done on fix pricing. Can someone please suggest to the Pipedrive Engineers to allow us in our auto workflows to allow brackets…
I am looking to connect with other business consultants and brain storm best use cases for using Pip
🧠 Get the Deals Flowing Faster - Sales Pipeline Course: Chapter 7 | 📽️ 2 mins
https://www.youtube.com/embed/GrTjIitPw-YLearn about the fourth and final lever that is vital to having a high-performing sales pipeline: increasing the speed you close deals and getting your pipeline flowing faster. Recap all four levers: * How to add more deals * How to go after larger deals * Plug the leaks in your…
Now live: Email Sender Name Editing in Sales Inbox 📮
⚠️ Update: this is already live, learn all about it here. ⚠️ ______________________________ Currently when sending emails from Pipedrive, users cannot edit the name that appears in the "From” field. We hear you and know this has been causing you frustration, so we're working to change it! Instead of sending an email as:…
Lead data has disappeared
I'm having trouble with using Pipedrive. My Lead data has disappeared and also I'm not able to add any lead/deal. https://share.getcloudapp.com/ApuRzdb6
🧠 How to Go After Larger Deals - Sales Pipeline Course: Chapter 5 | 📽️ 2 mins
https://www.youtube.com/embed/9GZyvG491V8Four things you need to focus on in order to start going after large deals: 1. Learn about how bigger companies purchase. 2. Focus on bigger companies with bigger budgets. 3. Present logical add-ons and bundle multiple products and services into a deal. 4. Envision yourself closing…
New: Automate your Leads with Workflow Automation 🤖
Example of possible Lead automation workflow What? Set up automated processes for your Leads, like engagement and qualification, as well as making sure you convert your Leads to Deals or archive them, free of manual admin work. For whom? Advanced plan and higher How does it work? You can now use Lead-related triggers and…
Organisation data for the deal
Do I have to fill in details of the organisation that I am making a deal with everytime, or can the tool fetch the data from the organisation? I guess it copies the data to organisation when I fill in the data for the deal?
Planned: emailing in Leads 📨
Prototype subject to changes. We are proud to announce that we are building the possibility to send and receive emails without leaving your lead view, and also to link emails to leads. This way never you'll never lose the context of your work and all the emails are transferred once the lead is converted to deal and vice…
New: Forecast Goals are live for Professional plan 🔭 🎯
* Professional plan only * New goal type “Forecast” is introduced * Shows cumulative results of open and won deals * Won deals are shown by won time * Open deals are shown by the expected close date * This goal is measured by the deal weighted value Learn all about Goals with: * our Knowledge Base tutorials * our blog…
🧠 Plug the Leaks in Your Pipeline - Sales Pipeline Course: Chapter 6 | 📽️ 2 mins
https://www.youtube.com/embed/LtQ2I8O3eSwLearn why plugging the leaks in your sales pipeline is an important step if you want to increase your closing rate in this video. The 4 key steps: * Work with the right people. * Go before you’re invited. * Drop the wrong prospect as soon as possible. * Get to know your potential…
Set up question for a Business Broker
Hi everyone, I'm a business broker and my deals represent companies that I'm helping to sell. I associate my client (the seller) with each deal, but I'm struggling with associating and tracking each buyer with a deal. Buyers are often associated with multiple deals and will have a different status with each deal (i.e. "NDA…
Reopen an already won deal and mark it as won again
Hi all, How do you prevent reopening a deal that has already been won? The possibility to reopen a deal from the last reporting period and mark it as won again allows to influence forecasts and evaluations. Unfortunately, there is no way to restrict that by user rights. Andri Annuka gave us a good tip to use automation to…
Multiple pipelines and auto converting
Hey everyone, I`m trying to resolve one headache :) Have multiple pipelines for my deals, they are based on different cities. Tried setting up workflow automation to trigger auto converting from lead to deal and made it, but there is no chance I can define what pipeline deal should belong to. How can I resolve this? Thanks!
Deal/Lead automation
Hi I'm new to pipedrive, but trying to figure out how to automatically move deals through my pipeline – not based on activities. For example, when my customers have filled out an online registration form on my website, I would like the deal to move to a new stage. The obvious way I thought to do this is: TRIGGER:…
Mailigen Syncbot to Pipedrive actions
Great Interaction with Pipedrive support yesterday. I was typing up an internal note but I figured to share. I am thinking of putting all my pipedrive notes on posts so I can have everything in one place and share a little bit of knowledge. Mailigen syncbot to pipedrive supports - The options are that you can: * - Create…
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.

Deals

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