Deals

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?
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
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…
@Mike van der Valk how can i track and report using labels please. cant find anyway of doing this..
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…
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.
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?
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…
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…
Hi Everyone, i want to know how to do a masive actualization of Deals, chainging the Funnels they ar
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?
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

Deals

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