-
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?