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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?
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how transform business in person?
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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 lookโฆ
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๐ง Set the Right Kind of Goals - Sales Pipeline Course: Chapter 2 | ๐ฝ๏ธ 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 closeโฆ
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New: Goals in Insights! (gradual rollout) ๐ฏ
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. ๐ For the users who already joined us in the Insights era: Goalsโฆ
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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.
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New: OneDrive and Sharepoint now in Sales Documents! ๐
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 theโฆ
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ํ์ดํ๋๋ผ์ด๋ธ ๊ฐ์ด๋: ํํฐ ์ค์ (์ฑ์ฌ๋ ๊ฑฐ๋์ ์งํ์ค ๊ฑฐ๋ ๋์์ ๋ณด๊ธฐ)
์ง๋ฌธ: ํ์ดํ๋ผ์ธ์์ ์ฑ์ฌ๋ ๊ฑฐ๋์ ์งํ์ค ๊ฑฐ๋๋ฅผ ๋์์ ๋ณด๋ ค๋ฉด ์ด๋ป๊ฒ ํด์ผ ํ๋์. ๋ต๋ณ: ํํฐ ๊ธฐ๋ฅ์ ์ด์ฉํ์ฌ ์ํ๋ ์กฐ๊ฑด์ ์กฐํฉํ ์ ์์ต๋๋ค. * ๊ฑฐ๋ ์ํ๊ฐ '์งํ' * ๊ฑฐ๋ ์ํ๊ฐ '์ฑ์ฌ' ์ฑ์ฌ๋ ๊ฑฐ๋์ ์งํ์ค ๊ฑฐ๋๋ฅผ ๋์์ ๋ณด๋ ค๋ฉด, ์ ๋๊ฐ์ง ์กฐ๊ฑด์ OR ๋ก ์ฐ๊ฒฐํ๋ ํํฐ๋ฅผ ์์ฑํ์ธ์. ์์ธํ ๋ด์ฉ์ ์ฒจ๋ถํ ๋์์ ์ฐธ๊ณ ํ์ธ์. ์ฐธ๊ณ * Filtering - from Pipedrive Knowledge Base * ํ์ดํ๋๋ผ์ด๋ธ ๊ฐ์ด๋: ๊ณ ๊ฐ ๋ชฉ๋ก ํํฐ๋ง * ํ์ดํ๋๋ผ์ด๋ธ ๊ฐ์ด๋: '๋ถ๊ธฐ๋ณ ์์ฑ ์งํ์ค ๊ฑฐ๋ ๋ณด๊ธฐ' ํํฐ ์ค์
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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?
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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? Iโฆ
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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?
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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)
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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
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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 oneโฆ
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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?
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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?
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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 anโฆ
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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?
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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?
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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! ๐ Want more details? Read all about it in our blog article: * ๐ฌ๐ง In English * ๐ต๐น Em Portuguรชs
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Community Roundup - Volume 8 ๐ฃ๏ธ
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! ๐ฅ Monitor Deal Velocity of Sales Stages ๐ฅ Creating an Email Automation forโฆ
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ํ์ดํ๋๋ผ์ด๋ธ ๊ฐ์ด๋: ๋ฆฌ๋(Lead)๋ ๋ฌด์์ธ๊ฐ์
์ง๋ฌธ: ํ์ดํ๋๋ผ์ด๋ธ์์ '๋ฆฌ๋'๋ผ๋ ํญ๋ชฉ์ด ์๋๋ฐ '๋ฆฌ๋'๋ ๋ฌด์์ธ๊ฐ์? ๋ต๋ณ: ๋ฆฌ๋(Lead) ๋ '๋ด๊ฐ ํ๋งคํ๋ ์ ํ์ ๊ด์ฌ์ ๋ณด์ด๋ ๊ณ ๊ฐ'์ด๋ฉฐ '๊ด์ฌ์ ๋ณด์ด๋' ๋ฐฉ์์ ๋ค์๊ณผ ๊ฐ์ด ๋ค์ํฉ๋๋ค. * ํ์ฌ์ ๋ฌธ์ ์ ํ๋ฅผ ๊ฑธ์๊ฑฐ๋ * ์ด๋ฉ์ผ๋ก ์ ํ์ ๋ํด ๋ฌผ์ด๋ดค๊ฑฐ๋ * ์น์ฌ์ดํธ ๊ณ ๊ฐ ๋ฌธ์ ๊ฒ์ํ์ ๊ธ์ ๋จ๊ฒผ๊ฑฐ๋ * ์ํํธ์จ์ด ์ฒดํํ์ ๊ฐ์
ํ์. ์์
์ฌ์์ ๋ฆฌ๋๋ฅผ ๋ถ์ํ์ฌ ์ค์ ๊ฑฐ๋๋ก ์ด์ด์ง ๊ฐ๋ฅ์ฑ์ด ๋์ ๊ณ ๊ฐ๋ง ์ถ๋ ค๋ด์ด ๊ฑฐ๋(Deal)๋ก ์ ํํฉ๋๋ค. ์ด๋ ๊ฒ ์์ฑ๋ '๊ฑฐ๋'๋ ์ ๋นํ ํ์ดํ๋ผ์ธ์ ํฌ์
๋๋ฉฐ ๊ฑฐ๋ ์ฑ์ฌ๋ฅผ ๋ชฉํ๋ก ๊ด๋ฆฌํฉ๋๋ค. ์ํ๋ค๋ฉด ๊ฑฐ๋(deal)์ ๋ค์โฆ
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Survey: Share your 2020 sales experiences and 2021 expectations until December 11th ๐
We want to hear from you: share your experiences in the sales industry in 2020 and your expectations for 2021 by taking our 15-minute State Of Sales Survey! * Answers are anonymous, confidential, and not tracked. * We'll create in-depth reports in various languages and share them with you. * Deadline: December 11th *โฆ
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Hello do you know if it's possible to have one deal in 2 pipelines?
Hello do you know if it's possible to have one deal in 2 pipelines?
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Publishing listings to Facebook & Instagram shop true Pipedrive with our Publisher.
Dear Pipedrivers, We are building a real estate extension that allows you to * Publish the property on your Facebook shop * Publish the property on your Instagram shop * Collect lead information on deal level in PIpedrive It allows you to run dynamic adds with a verry low cost. You will be generating allot more showingsโฆ
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Community Roundup - Volume 7 ๐ฃ๏ธ
Hope everyone had a restful weekend! If you are looking to get your mind running again, check out these posts from our Sales Community and join in on the most interesting discussions: ๐ฅ How Can You Replace A Salesperson Without Harming the Relationship With The Customer? ๐ฅ How To Share Deals Externally Without Sharingโฆ
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RISOLTO - Visualizzazione offerte / DEALS
Buongiorno @Marco Govoni , buongiorno colleghi venditori. Ho alcune domande, forse avete le mie stesse esigenze. Non riesco a : * DEALS : creare filtro con le offerte IN CORSO di un solo PRODOTTO (campo prodotto); * DEALS : entro nell'ORGANISATION (singolo cliente), visualizzo tutte le DEALS, voglio solo quelle IN CORSOโฆ
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Community Roundup: Volume 2 ๐ฃ๏ธ
Our Sales Community continues to thrive on very interesting conversations between our members! ๐ช Check out the links below to see a handpicked selection of some of the most interesting discussions and join in the conversation. Product specific discussions ๐ฆ * How to Manage Won Deals in Pipedrive * Best Way to Directlyโฆ
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ํ์ดํ๋๋ผ์ด๋ธ ๊ฐ์ด๋: ์์
์คํ๋ ๋์ํธ์์ ๋ฐ์ดํฐ ๊ฐ์ ธ์ค๊ธฐ
์ง๋ฌธ: ๊ธฐ์กด ์์
์ ๋ณด๊ฐ ๋ค์ด์๋ ์์
์คํ๋ ๋์ํธ๊ฐ ์๋๋ฐ, ์ด๊ฑธ ํ์ดํ๋๋ผ์ด๋ธ์ ์ฌ๋ฆฌ๋ ค๋ฉด ์ด๋ป๊ฒ ํด์ผ ํ๋์. ๋ต๋ณ: ๋ค์ ๋ค์ด๋ฒ ๋ธ๋ก๊ทธ ํฌ์คํธ ์ฐธ๊ณ ํ์ธ์. ํ์ดํ๋ผ์ธ ๊ด๋ฆฌ ํ: ์์
, ์คํ๋ ๋์ํธ๋ฅผ ์ฌ์ฉํ์ฌ ํ์ดํ๋๋ผ์ด๋ธ๋ก ๋ฐ์ดํฐ ๊ฐ์ ธ์ค๊ธฐ(๋ง์ด๊ทธ๋ ์ด์
) ์ฐธ๊ณ ์๋ฃ * Importing data into Pipedrive with spreadsheets - ๋ค์ด๋ฒ ๋ธ๋ก๊ทธ ํฌ์คํธ ์๋ฌธ: ํ์ดํ๋๋ผ์ด๋ธ ์ํฌํธ ํ์ด์ง