Deals

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
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.…
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…
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…
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
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…
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.
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?
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…
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…
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…
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,…
How to make Bulk Transfere from one funnel to another funnel
How to make Bulk Transfere from one funnel to another funnel
How do you deal in pipedrive with a deals, which are lost for now, but you can contact and try them
How do you deal in pipedrive with a deals, which are lost for now, but you can contact and try them in the future after few months? And how to effectively remind them in the future?
I want to know if there is any opportunity to generate random quote ID's instead of 1,2,3,4,5.....
I want to know if there is any opportunity to generate random quote ID's instead of 1,2,3,4,5.....
Results of deals - from the customers POW
Complete newbee with pipedrive: Is there any option to record the CUSTOMERS impact of a won deal? I.e. if we assist at customer to improve THEIR business what were the impact then?Could be a tick-box or similar
RFE: On deal view - be able to see deals that are "fresh"
I would like to look at a deal window for a sales-rep ... and they may have 50 deals ... I would like to see which ones were "touched" this week (or day or 2 weeks or month, etc...) Then we can discuss those that were touched, and those that were not.
Nowadays unable to see comments on most of the deals?
Nowadays unable to see comments on most of the deals?
Transfer deals from one account to another
Hi there, Is there a way I can transfer all my deals in one pipeline to another pipedrive account? Thanks for your help
Deal visibility question
My client is a real estate firm. The deal title is always the address. We want to make sure that only the owner and followers of the deal can see/edit all information but the rest of the users can only see the deal title so they know not to go after that address. Doable? Any workarounds?

Deals

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