-
파이프드라이브 가이드: 사용자 지정 필드로 필터 검색하여 엑셀로 내려받기
질문: 사용자 지정 필드를 포함한 인사이트 리포트 생성하는 대신, 해당 거래만 엑셀로 내려받기 하려면 어떻게 하나요. 답변 사용자 지정 필드에 접근하는 인사이트 리포트는 프로페셔널 플랜에서만 가능합니다. (이 문서 참고하세요.) 프로페셔널 플랜으로 업그레이드 하는 대신, 사용자 지정 필드값에 따라 거래를 필터링해서 엑셀 파일로 내려받으려면 다음과 같이 진행하세요. * 원하는 필터 생성 * 해당 필터를 파이프드라이브 '목록 뷰'에서 실행 * 필터 결과를 엑셀 파일로 내보내기 상세예시 예를 들어. 'membership' 이라는 사용자 지정 필드를 생성하여 다음과 같은 값중…
-
From a Pipedrive Pro - How to Get a Map View of Your Contacts and Deals 🗺 📍
https://pipedrive.hubs.vidyard.com/watch/hfT72aPhT29Gt1Tu723sjs?Learn from our Pipedrive Pro @Veronica Alessandrini how to get a map overview of your contacts and deals. You can even apply filters to your results to hone in on the demographics you need. 🔔 Be sure to check out the full Learn from a Pipedrive Pro academy…
-
Higher Visibility on which filters are used in workflow automation
I hope I'm not the only one, but it can be difficult to keep my custom filters list clean. I'm updating my filter titles now so I can see which are "necessary" and which are junk. My suggestion is to add an asterisk* at the end of filters to denote which are referenced in currently active workflow automations as well as a…
-
How to filter all people related to deals?
I have not found a way, how to get all participants (filter/export) associated with deals in a specific stage - any ideas?
-
Filter on company , see turnover belonging to this company's
@Mike van der Valk could you please get back to me on the following. As you can see in the image below i have made a filter field names Oude Klant. Hereby i can filter to see witch costumers belonged to my collegae and are now linked to my name. I can't find the option in PipeDrive to see the turnover that belonged to this…
-
Omzet cijfers van een specifieke groep klanten willen inzien, hoe doe je dat?
Goede middag, Al enige tijd gebruiker van PipeDrive. Maar nu vanuit nieuwe rol opzoek naar nog meer data. Vraagstuk: ik wil van een groep klanten hun omzet zien. Waar kan ik dit in PipeDrive vinden. Vervolg stap is dat ik de omzetten van 2020 met 2021 wil vergelijk en zo groei-krimp wil laten zien. Deze groep klanten…
-
Show deal count in Contact / Org List
Hi, Mostly for cleaning up the database, I would like to be able to see the number of leads against a contact or organisation - in the same way that we can see Open, Closed or Won Deals. see image
-
New: Leads Inbox update - Custom columns and filters 📊 🔎
What? We’ve just released custom columns and custom filters support in the Leads Inbox. Users are now able to: * edit the existing or create new filters in Leads Inbox * modify and re-order the columns in Leads Inbox When? Gradually rolling out to all users in the coming weeks 🔔 Follow What’s New? to get notified about…
-
How to list PEOPLE associated with an Organizational search ...
We do not enter email addresses for organizations, only people. How can I do an "organization" type search or filter in PD and have it show me PEOPLE associated with those organizations? Example: We have a custom field for ORGANIZATIONS that denotes them as a new account. I would like to send a bulk email to those PEOPLE.…
-
New: Insights introduces rolling periods 📊
What? You can now set automatic rolling and relative periods on your reports, past and future. New periods are added for all date-type filters and are available in: * Report filters * Dashboard quick filters * Goal filters When? Deploying today across all regions. For whom? All users and plans. 🔔 Follow What’s New? to get…
-
Followers Filter for Contacts
We have 3 divisions belonging to our company working with the contacts in Pipedrive. One of the goals with Pipedrive is that all have access to everyone's contacts across these divisions, so one common database is established. As only one person can be the "Owner" of a contact the others are listed then as "Followers" if…
-
🗣️ 💬 Campaigns: Q&A | volume 4
Happy Thursday, Pipedrivers! Another Q&A session here. I think I've exhausted all the questions and feedback after this post, so keep them coming in the comments ✏️ Q: Will you be providing a competitive analysis for other email marketing products such as Constant Contact? A: Yes. Expected at the end of Q3 when we will…
-
Can you filter leads by postcode?
Does anybody know a way where you can search for the first part of a post code and then see all the leads that correspond?
-
🗣️ 💬 Campaigns: Q&A | volume 2
This week we're answering questions that we get from Campaigns users like you! 🗣️ Post your own in the comments below and we'll answer. 💬 Q: Will we be able to add a campaign for only when a client is within a specific Deal stage? A: This can be achieved today with filters that contain the deal stage as criteria. At the…
-
Report of Deal Products?
Hi We would need to separate our Deal values in, mostly, fixed retainers and sales commissions. I'm trying to implement Deal Products to handle this, see print screen. BUT, are there any ways to view/export this data? Eg, i would like to see all our Deals' commission value (not only the total Deal value). My preferred…
-
Filter Visibility and Xero integration
The option when creating a filter for it to be visible to others is greyed out, do you need to change something in the user settings to change this. Also trying to implement Xero, when entering an invoice it doesn't seem to bring up the supplier in Pipedrive. Also can you enter sales and purchase invoices in Pipedrive?
-
Ability to share a private filter with a single user in your company account
It would be nice to be able to share filter settings with a single individual in your company account in addition to the private & shared filter settings. With larger companies, not everyone needs access to every filter, but sometimes an entire group of people needs a group filter.
-
Has anyone figured out the logic on contacts that come from web forms?
I need to find all of the contacts that downloaded a whitepaper from our site. We have a web form and PD creates a deal when an inquiry is submitted. Then for a bizarre reason, an activity is created called with a Note using Webform Submission. But when u try to create a filter on activities for webform submissions, a note…
-
Custom filter based on "notes" not possible
It is not possible to filter contacts included a word in notes (but notes ). Anyway PD search can find such contacts, but it is not possible to export such contacts. Here is also a misunderstanding -> there are 2 fields "notes" (markup and notes). https://sharing.pipedrive.com/YKyLIP
-
Pipedrive Tips I have picked up
I am going to make an ass out of u and me with the statement "I assume". I assume that most pipedrive users do not have time to learn new hacks or "cool new features" that came from a software product manager meeting. The whole dragging and dropping from one stage in a pipeline gets really old if u have a lot of volume.…
-
Any suggestions for how to identify organisations inactive organisations?
Can anyone support with a good suggestion for how to identify organisations that haven't had any activity (deals added, e-mails sent, changes to the organisation data or other associated activities) after a specific date? The filter for last activity data is unfortunately not helpful here I am trying to identify all…
-
Pull in Notes into custom filters
We have lots of information in the Notes field that users would like to pull in as a column when creating filters. Any plans to add Notes in as a filter option? Curiously, I've seen it in some Pipedrive helpdesk engineers screenshots....so it seems possible for insiders. @Josh Monifi
-
How to remove filter that we created in PD , also we want to reuse those filters later?
HI All, I have created some filters in PD but want to get it disappeared from the list, not completely removed so is there any to do it?
-
파이프드라이브 가이드: '분기별 생성 진행중 거래 보기' 필터 설정
질문: 파이프라인 필터에서 '이번 분기', '지난 분기' 이외에 다른 분기를 보려면 어떻게 해야 하나요. 답변: 분기에 해당하는 날짜를 직접 입력하여 필터를 생성할 수 있습니다. 예를 들어, '2020년 1분기 생성하여 아직도 진행중인 거래'는 다음 세가지 조건을 모두 만족해야 합니다. * 현재 상태가 '진행중 open' * 생성일자가 2020년 1월 1일 이후 (2020년 1월 1일 포함) * 생성일자가 2020년 4월 1일 이전 위 세가지를 모두 AND 조건 연결하는 필터 만드는 방법은 첨부한 동영상 참고하세요. 마찬가지로 '2020년 2분기 생성하여 아직도 진행중인…
-
Using date field and activity type as filters
We use Pipedrive as a sales tool for an IT company. What is significant is that our customers have several different products we maintain and have implemented them at different paces and the products are handled by different experts. We want to discuss the product situation with the customer at least once a year with the…
-
Sharing filters to the team via a link
What would be great with filter is the ability to have link to a specific filter (in the likes of dashboards). Example : I'm the one in the team creating all sorts of filters (persons/company/deals) and reports . If I set-up a filter to create a specific list, I'd like to be able to share that filter, via a link, so any…
-
Filter by creator ( including disabled users )
You currently cannot select disabled users in filters .... Example I'd like to retrieve deals for which "deal creator" is "disableduser23" AND "disableduser52" AND "activeuser7" .....
-
Creating a report of deals that lack certain information
Hey, I tried my best but failed so far. I'd like to create a report (a list view) of all the deals that lack certain information like Lead Source (custom single option select field). My need is to: - Be able to create a list of deals that are missing f.e. Lead Source information so I can give it to my Sales Reps so they…
-
Creating a marketing campaign with customers that have previously done business or shown interest (q
I'd like to be able to export a list of lapsed customers or contacts that have previously contacted our company. I have tried doing this with filters, but where there are multiple contacts for a company there may be some contacts that have requested a quotation a long time ago, and yet other contacts have regular contact.…