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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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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…
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Show one customer in Deals but with multiple deals when opened
Hi, I wonder if anyone can advise whether I can add multiple deals to view as just one customer, rather than having multiple deals showing for the same customer. In other words, I just want one line in the deals section with the customer details and then when opened, to show other deals for that same customer.....Hope this…
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Hi Everyone, i want to know how to do a masive actualization of Deals, chainging the Funnels they ar
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Conversion Rate Question
Hi friends! Quick question for all the Pipedrive experts out there. Our sales process often requires salespeople to move their deals back and forth between stages. How will this impact our funnel conversion rate? Does it only measure conversion rate the first time a deal enters the next stage, or every time?
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Hello, I try to clean my pipedrive and i w ould like to remove all my prospects that are not linked
Exporting/cleaning all prospects that are not active
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unlink an email from a deal and link it to another one
Hi, When unlinking an email inside a deal, we should have an automatic pop up to link it to another deal. Instead, presently, the email disappears from the deal as expected but if you want it to be linked to another deal, you have to look for it back into the Inbox or the archive in Pipedrive mail... Not very practical.…
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Deal dashboard
Is there a way to change which deal fields are displayed on the snapshot displayed on the deal dashboard. For example, each deal in my dashboard currently displays 3 fields (Deal name, Org Name and Deal Value) all of which are great, but I need to also display a custom field here - is there any way I can do this?? Choose…
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How do you manage lead phone numbers of various type (like mobile, work, home)?
How do you manage lead phone numbers of various type like mobile, work, home using only one input field? It looks like a lead has only one work phone number. Where do you keep the information about other phone number? What happen with a lead having a mobile phone number during "deal conversion"? It looks like it will…
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Delete deals bulk
Hi I want to clean our pipedrive. How many deals can you delete via To delete a selection of items from the List View: https://support.pipedrive.com/hc/en-us/articles/206659219-How-can-I-delete-items-in-Pipedrive- As I want to delete 74k deals and its keeps on running. Is there a better way to do it? Thanks
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Number of days avg in a particular stage
Hi All, I am looking to monitor the deal velocity of one stage in one pipeline for our reactive maintenance team. The team have a KPI for responding to client quotation requests within 5 days. I have been playing with insights & reports and can generate reports for deals that progress to a closed status (won/lost). But…
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Deal Fields
When I click on pipeline deals, it gives "Lead In" "Contact made" "Demo scheduled" "proposal made" etc. I own a law firm. Those fields don't apply to me, can I change them? I would prefer, Lead In, Retained, etc.
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Czy można cofnąć skasowanie całego lejka?
Dobry wieczór. Hmmm...poleciałem blondynką.Dodałem etap do lejka i chciałem skasować ten etap, niestety skasowałem cały lejek. Czy można cofnąć skasowanie całego lejka?
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Hi Pipedrivers, How do I create/run a report to see the changes to specific date fields (system or/
Hi Pipedrivers, How do I create/run a report to see the changes to specific date fields (system or/and custom date fields)? For example, the expected close date field might get updated a few times during a project because of several reasons, and might be updated by one of several people. I would like to run a report to see…
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Como verifico a data que uma oportunidade mudou de funil ou entrou em um funil? Trabalhamos com dois
Como verifico a data que uma oportunidade mudou de funil ou entrou em um funil? Trabalhamos com dois funis, o primeiro é de qualificação e o segundo é quando virou um oportunidade real. Precisamos medir quantas oportunidades reais estamos iniciando por período. Mesmo exportando todos os dados de um oportunidade, não…
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Automatically adding multiple contact persons into a deal?
Hi Pipedrive, Developers. I would like to know how it is possible to automatically add multiple contact persons into a deal. I usually work with Excel and then import the sheet. I know that one way is to add them manually to ‘Participants’, but with a huge amount of institutions to deal with, it is not optimal, so I would…
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How to best handle variable And unknown ‘Deal Value’ amounts in Pipedrive
Are there any members of the Pipedrive community that have products or services with variable and unknown deal values? And if so, do you have any suggestions how to best handle this when creating a new deal, or marking a deal as ’won’ (for forecasting and revenue statistics)? We operate a content marketplace platform,…
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How to make Bulk Transfere from one funnel to another funnel
How to make Bulk Transfere from one funnel to another funnel