Deals

Sales Leaderboard
Is there any way I can create an insights report that highlights team members and their daily sales won? Ideally this can be a live report and move the team member up or down the list depending on their performance.
Filter by all activities as done.
I'd like to be able to setup a filter that will show a deal once all activities have been marked as done. Right now it will show if any activity is marked as done.
Deal value spread over time.
Hi all, first time posting here. I want to be able to split a deal value across multiple months, this would provide a more accurate forecast. Currently, it appears I can only do this by just replicating the project over and over again (which for 12 month retainers is annoying). The trouble with that is then it will skew…
Lead source and repeat business
We have two pipelines in our PD - New Business and Repeat Business. And it's easy to track the Source of new business as a custom field when you get a new lead. But it's hard to find the original source of the leads after it moves to the Repeat Business Pipelines when you have multiple people involved and multiple products…
Move between piplines
Hello. We have 3 pipelines. I was wondering if its possible in case of a mistake after a deal is created in one pipeline to have it moved to another? A change in label doesn't seem to do the trick. Thanks
I was hoping to produce a list of our top 20 accounts, sorted in descending order by the revenue the
I was hoping to produce a list of our top 20 accounts, sorted in descending order by the revenue they have brought in. I can get a list of all deals, but it doesn't sum up by organization. Wondering what I am missing to make that happen. I'm a bit of a newb to reporting, so appreciate any guidance. If this is covered in…
Community October roundup 🙌🏻
Over the last few weeks, the Sales Community was filled with awesome conversations between sales people and users. Check out the links below to see a handpicked selection of some of the most interesting discussions and join in the conversation. Sales related discussions 💰 * Tips for the best cold calling cadence * Where do…
Restoring All Data from a Deleted Deal?
I need to see the original information put into a deal which has since been deleted and reopened. This deal was created with several other email addresses of peers added to it. It looks as if they were added so this person could then have access to those emails which should have been private. How can we go back and see the…
Do you make separate pipelines for each year?
Many companies work according to the financial year. It's very important to see in the pipeline only the deals we have this year, that are open, won and lost, so that we get a good idea of how well we are doing this year. Right now, if I see won and lost deals, I see deals going all the way back to 2018 which is not useful…
Nutzern nur an einer bestimmten Phase Sichtbarkeit zuteilen?
Guten Morgen, ist es möglich die Sichtbarkeit von Deals für bestimmte Nutzer einzuschränken? Meine Pipeline hat 7 Stationen und ich würde zum Beispiel den Sachbearbeiter der nur noch für die letzte Phase verantwortlich ist auch nur diese zeigen wollen. Geht das? Habe leider nichts gefunden und suche ggf. nach einem…
Does anyone know how to create contacts without creating a deal?
I need some expert help!- Call Center
I am struggling with creating a process for lead calling, since the leads module does not have automations or custom fields I am stuck using the deals module. SO I have created automated task generations of "call 1" 2,3, etc. and then created a zapier to remove those calls if the lead has a disposition of "appointment set"…
Email threads not updating real time for shared Deals
Hi, I share all Deals with a colleague as standard but they do not always see the updated mail threads straight away. Is this a known issue or something wrong with our setup? Kind Regards Tim
Favorites shortcuts
Kinda thinking it would be nice for favorites shortcuts to show up across the top of the pipeline.
Track sources for Deals or for Contacts
Hello everyone, do you track a source of contacts inside the Pipedrive? If Yes, then do you track them for deals or for each contact individually? Why?
Are you able to archive won or lost deals so that they no longer appear on your deals list?
How do you deal with retention in Pipedrive?
We SaaS model and once in a year, we need to renegotiated deals. What is your best practise, how you keep all transparent?
DEALS - How not to overlap DEALS ? ---We work with partners and up to 3 partners can develop an oppo
DEALS - How not to overlap DEALS ? ---We work with partners and up to 3 partners can develop an opportunity in the same company. But if we register 3 opportunities, we will have an inflated pipeline. If we don't register, we can't control which of partners are working on that opportunity. How would they do it? Thank you.
Transfer contacts to leads.
Hello there. I created deals on the contacts i have in pipedrive but they are actualy leads. This was done before the Leads function. How can i transfer the contacts from the deals to leads, WITHOUT import and the possibility of creating dupicate contacts?
Deals are recurring customers our team contacts weekly. Best way to set up or automate?
Hey everyone! We're fairly new to Pipedrive and still in the earlier building stages before we go live. We've been working on set-up and automation, but have been running into a snag. Our customer accounts order from us weekly, and I'm having trouble getting Deals to work in such a way (as they seem intent on "dropping…
Can I open a deal automatically after creating it?
Hi, Is there a way that when I create a New Deal (often for new organisation), after saving, Pipedrive will automatically take me to that deal?
Converting deals to leads
It happens that a deal is not ready to move through your Pipeline but also not ready to be marked as lost, you can NOW easily convert it to a lead in your Leads Inbox until it is ready to be pursued again. This functionality will help you declutter your pipeline and focus on the right actions with your team. Read more…
when to start adding deals
when do you guys start adding deals to your contacts?
Is there a way to add multiple currencies to a deal?
Contacts to Deals information not visible
Why is it that when there is a new deal created from a contact, none of the notes, emails, calls are transferred over? I have to look back at the contact profile to see all notes, is there a setting when creating a Deal from contacts? THANK YOU!
I would like to see "all" items in the "done" section of the deal log in the sequence they have been
I would like to see "all" items in the "done" section of the deal log in the sequence they have been done and not in the sequence they have been created. Is this also important for you?
How to set deal value on a subscription based deal
I'm trying to set up a deal where what I'm selling is a subscription. Is says "Changes effective from" is a required field. However, since I don't know when (or if) the deal will close, how can I set the "Changes effective from"? All the best
2 pipeline without duplicate
Hi, Does anyone know, how I can use the same company profile (without making duplicate/creating new deal) in 2 different pipelines?
It's live: Converting deals to leads
UPDATE - it's live 🚀 https://support.pipedrive.com/hc/en-us/articles/360010999378-How-can-I-convert-deals-to-leads- ---- One of our teams is working on a small but powerful functionality that will allow converting deals to leads. This becomes handy when your pipeline contains deals that are actually unqualified leads. The…
multiples of the same people in deals being added automatically.
I am getting duplicates of people getting added to the Deals. Some up to 5 or 6 times. I have the recent Dux Soup Turbo integration but it may be my automation or such. But having multiples of the same people in deals is a huge issue. Anyone see that before?

Deals

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