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Does anyone know how to create contacts without creating a deal?
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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"…
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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
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Favorites shortcuts
Kinda thinking it would be nice for favorites shortcuts to show up across the top of the pipeline.
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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?
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Are you able to archive won or lost deals so that they no longer appear on your deals list?
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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?
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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.
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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?
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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…
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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?
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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…
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when to start adding deals
when do you guys start adding deals to your contacts?
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Is there a way to add multiple currencies to a deal?
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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!
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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?
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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
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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?
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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…
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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?
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HELP ! Big problem and big question !
Hello. We recently changed our sales process and created a new pipeline to reflect those changes. We deleted the old pipeline (on the 7th of August), and thus all the related "Deals". Those deals are now "orphans" of pipeline. And those deals had a status "won" or "lost" and are now "deleted". (And thus, don't appear…
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Won deal button
Can we have a condition in order to allow user click WON deal? For example if a something is NOT done, then WON can't be clicked? @Mike van der Valk @Tamara Deprez @Almonzer @Marcus @Peter Meredith
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Integrating with Pipedrive
Hey team, I'll start out by saying that I am no expert in what I am doing here, but that I wanted to simply share this for your interest only. About a year ago, I was building a new production management system for our manufacturing company - my goal at the time was simply to allow our production team to do away with the…
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@Mike van der Valk how can i track and report using labels please. cant find anyway of doing this..
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Agency pricing in Pipeline
Hi, I think others are interested in this topic as well ... I have a small agency with different pricing models. Mostly we have monthly subscription model, but a few hourly based Services as consulting and training. I almost always made a mistake in pricing a deal - for example, how to calculate Deal value when it will be…
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Lead entry process
I am a commercial agent. Many of my leads, the first initial contact is a phone call about one of my listings. Do you recommend entering the person as a Contact and create a Deal immediately, or add them as a Lead? I'm curious what people's work flows are around this.
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Create multiple deals from same quote to multiple customers.
I just sent the same quote to multiple customers and now have to track each customer in PD. Can I enter multiple customer names in the same new Deal so as to create multiple Deals, instead of having to create a new Deal for each customer that I sent the identical quote price to?
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Wat is de beste workflow voor de Aftersales om beste rendement te halen uit voormalige klanten?
Ik ben op zoek naar de beste manier om de Aftersales funnel in te richten, om het meeste rendement te halen uit klanten nogmaals te benaderen in verschillende stadia. Nu zitten ze ingedeeld op tijd zoals 6 maanden, 1-2 jaar, 2-3 jaar , 3-5 jaar nadat we zaken gedaan hebben. Is dit het meest logisch om in die stadium…