Deals

How to continue an email sequence when there is no answer
Hello, I've been trying to create an email sequence to send a first email when a deal is moved to another stage, and then send another email three days later if there is no response. However, it isn't working. Is there anyone who knows the conditions for this kind of scenario?
Is there a way to create activities under Projects instead of Deals?
I've created an automation that converts Won Deals into Projects for the service team to work on post sales. I'm trying to create an automation that creates the post sales activities under the new Projects instead of the Won Deals.
Multiple Owners on Deals
I am new to Pipedrive so if this has already been done - Please forgive my question and also provide feedback on the steps to set this up on my Pipedrive. TY. *Would like the ability to have more than one person own a deal as we often work with more than one person on a deal. Also be able to sort those specific deals on…
Issues Setting up Automated Workflows
I'm pretty disappointed with Pipedrive's native automation workflows. I'm having difficulties finding a solution to build three workflows in Pipedrive. I verified with support and they informed me there's no native option. I'm exploring Zapier and Pabbly but haven't yet found what I need. Workflows: Assign a user as a…
Request for Daily Billing Option in CRM for Rental Businesses 📅
Hello Pipedriver's ✌️ We are very pleased with the many new features Pipedrive has introduced. However, we have a specific request that we believe would be a game-changer for us and many other companies in the rental industry. Currently, we bill our clients on a daily or monthly rate basis. Unfortunately, the existing CRM…
Each ACTIVITY could be linked to more than one DEAL at the same time
In many situations, a phone call, meeting or another kind of activity is about various deals, not just one. Now a days, I need to choice the more associated deal to link with the activity. It would be nice if it was possible to link two or even more deals in a same activity. For example: if a participate in a meeting with…
Booking clean-up
Hi there, I got a deal from my team that was signed and supposed to be booked in March. How can I adjust the booking of that deal so it lands in March? Thanks.
Realising value of won deal in the future
We are an events agency using Pipedrive to manage our pipeline of client events. Our events (deals) will often be won a few months before we realise the revenue from the events (once the event is delivered). However when I move a deal to 'won' it automatically realises the value of that deal on the day I move it. This…
Hows the duration values migrated when the duration field removed after June 2024?
Pipedrive officially announced that: Starting March 11th, 2024, the Product Duration feature is no longer available for new customers. For customers currently using this feature, it will be removed in phases leading up to June 3rd, 2024. After this date, Product Duration will no longer be available. As an alternative, you…
Limit of deals per contact OR clearing duplicates of deals?
Hello Pipedrivers! Is it possible to set a pimit of deals per contact OR to clear duplicates of deals? For the moment I have my Pipedrive integrated with my website is such way that after a lead action is completed a deal is created. However, when the same person completes 2 different lead actions, 2 deals are created. I…
Change the Pipeline?
I need to only move a deal from one already created pipeline to a different already created pipeline. We realized it was created in the wrong one. What's the easiest way to do this?
Deals in Pipeline View - Email Visual
I think a really cool & helpful feature would be to show an icon on a Deal "card" in the Pipeline view, would to show an icon on the card if you have not yet responded to an email. I'm sure that's super complex, but would be a cool "quick view" who do I need to get back to right in your face concept. without having to…
Is there a way to add a user created custom field to the summary section?
I have created a user defined field "Deal - Next Steps" and want it to show in the summary section. Right now it shows up in details. Is there a way to add or move this to the summary section. Thanks!
Link Email to Lead/Deal from Person View
I am viewing a person (https://….pipedrive.com/person/…) which already has a lead (https://….pipedrive.com/leads/inbox/…) assigned to it. The previous emails are however not yet linked to the lead but only to the person. Could you please add a button in the person view (https://….pipedrive.com/person/…) to be able to link…
automatic query and mark done
Is it possible if I mark a meeting as completed to get a query with a preselection and depending on the selection, the deal is pushed to the next phase or rejected?
Filter by number of leads/deals per company
I add new leads/deals on a monthly basis. In some cases, I'm already working leads/deals for these companies, and it would be redundant (and horribly clumsy) to start a similar outreach process for the same prospect while another is in progress. From a sales perspective, the message would be change, too: It's one thing if…
Task/Checklist for every Deal in the Pipeline
We all use checklists, right? For every different deal once you click on it on the "DEALS" section and go to its own section, it would be great to have the possibility to add a checklist for the pending actions/items to which we need to follow up for that particular opportunity. On the "Details" section we can now add…
Can I enter a new deal into first stage of Pipeline?
Must an oppty be a Lead first to enter in a stage or sales cycle? How can I enter a new DEAL in one of the Stages?
Automatic assignment based on phone number starting digits (country code)
Hello, I would like to assign the deals automatically to sales people depending upon the country code in the phone number i.e. first 2 digits. How can I achieve that? P.S. I don't have address filed in lead form therefore getting country is not possible. Thank you in advance!
Filtering by column in Tabular view
Currently, the Pipedrive tabular view UI only allows sorting alphabetically. I would absolutely love if I could bring up my deals page in the tabular view and filter the results. The only way to filter currently is to create a custom one each time - which is time consuming. If Pipedrive would change this UI to an excel…
Improve working with payments
To be better in predict income forecasting, we use payments feature within deal. But, when I want to see prediction, it is not so comfort. We need to go to reports, we can see report of payments, but when I open deals, there is not "payment" value, but only total amount of deal. Next big thing, that will make working with…
How to link an email to a deal when it's linked only to a contact?
Can anyone help me figure out how to link an email that I copied into Pipedrive, and is linked to the recipient only, to the deal he is associated with? I searched for a contact, the deal he's a participant in didn't come up (and I didn't know it existed, I'm not the owner) so I emailed the contact in reply to a previous…
Switch Email to Different Deal on Deal or Person Detail Page
Could you please add the ability to switch an email from one deal to another inside the Deal page or Person page? Ideally, the drop-down would say "Switch Deal" and I could search for or add a new deal from that option. Right now it's a 3 or 4 step process. Maybe even create an option that allows you to move many different…
Batch create deals from contacts
I'm looking for a better way to select multiple contacts and then batch add them to an existing pipeline. I found this video that show how you can do it with automation. It's less than ideal https://www.youtube.com/watch?v=aNm-PBE2o_Q TBH it's perplexing to me that this is not something that's already built in. Any ideas…
Lead vs Contact
I have been a small business owner for a while. I do not understand the difference between "lead" and "contact" as it pertains to Pipedrive CRM. I have looked for help articles and cannot find information. Most importantly, how does the differentiation: * Affect the way I use Pipedrive? * The way I enter or upload my…
MEDDIC Sales Methodology: How to Build a Strong Sales Qualification Process 💰
The MEDDIC sales methodology advocates that pitching to leads and prospects who are highly qualified will result in a higher closing rate. It is a blueprint for qualifying leads and asking the most important questions to move deals forward. As part of MEDDIC sales, your salespeople should stress how your product or service…
Email Sync with Deal Participants?
This topic has been in discussions over the years and I am interested if there are future plans for enabling emails to automatically link with all Deal participants? As of now, if you are sending an email from your provider (Gmail for example) to anyone but the main contact of a deal, the message will not be linked to that…
COLOR CODE the fields in the Deal > Details window
In the Deals window.... in the Details section on the left...Our company, for example, has almost 30 fields, just in the Details section, that have to filled out to sell and deliver a product. Those fields are filled out by sometimes 3-6 people by the time the product gets sent.It is more difficult that it has to be,…
Automation Flow to update existing deals
Hi There I'm trying to set-up an automation, where once a new deal is added to a contact, that contacts previous deals are automatically updated to 'won'. Example is we have 3 types of deals, Trial user (Not won), Subscribed user (won), Document order (won). Either a trial or subscribed user can order a document. Most…
Lead Provider in Deals reports
At the moment everything has to be split into Lead data or Deal data, but one of our most import reports is analysing Deal data from a specific 'Lead Provider' which is only in Lead data and not Deal data. Currently I just have to export sperate excel files and merge them in Power BI but wanting to be able to do this in…

Deals

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