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Question: How to track leads that are converted to deals
I have many deals that are converted from leads. Then how can I see only these deals in pipeline view? I'd like to measure the efficiency of leads, and I'd like to know the ratio of leads converted to deals.
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List Making - Best Practices
Maybe I'm overthinking this one but, this is why I love the community. I wanted to get everyones thoughts on some list making. One of my organizations sells into many different verticals (Public Safety, Sports, Airports etc). So we've created a custom drop down for this which works great but, we're looking to get a little…
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파이프드라이브 가이드: 필터 설정 (성사된 거래와 진행중 거래 동시에 보기)
질문: 파이프라인에서 성사된 거래와 진행중 거래를 동시에 보려면 어떻게 해야 하나요. 답변: 필터 기능을 이용하여 원하는 조건을 조합할 수 있습니다. * 거래 상태가 '진행' * 거래 상태가 '성사' 성사된 거래와 진행중 거래를 동시에 보려면, 위 두가지 조건을 OR 로 연결하는 필터를 생성하세요. 자세한 내용은 첨부한 동영상 참고하세요. 참고 * Filtering - from Pipedrive Knowledge Base * 파이프드라이브 가이드: 고객 목록 필터링 * 파이프드라이브 가이드: '분기별 생성 진행중 거래 보기' 필터 설정
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Is there a way to track "new contacts added" in the Insights section?
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how to sort people by interests
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파이프드라이브 가이드: 고객 목록 필터링
질문: 고객 목록에서 특정한 조건의 고객만 선별하려면 어떻게 하나요. 답변: 고객 목록에서 필터를 설정하세요. * 좌측 메뉴 '연락처' 클릭후 '고객' 선택 * 우측 상단 필터 선택하여 '새 필터 추가' * 원하는 조건 입력하여 필터 생성 필터 설정 관련하여 다음 링크의 동영상 참고하세요. * 파이프드라이브 가이드: 필터 설정 (성사된 거래와 진행중 거래 동시에 보기) 참고 * Filtering - from Pipedrive Knowledge Base * 파이프드라이브 가이드: 필터 설정 (성사된 거래와 진행중 거래 동시에 보기)
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Filter task A is done, task B not done (ever)
Does anyone know how to exclude a particular task type from filter results? For example, how would I export all deals that have had a phone call, but not an email? The following seems logical to me, but fails to exclude deals that have had an email...
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Several contact lists + more user friendly.
I would really need the possibility to create several contact-lists (for people) instead of just one big with different custom fields. We have a big amount of data and right now we find it easier to sort it in different spreadsheets/contactlists regarding the category of the customer. I'm also looking for an easier way to…
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Extração de contados de pessoas da organização por etapa do funil do negócio
Tenho necessidade de extrair todos os contatos das organizações que se encontrem em determinada faze do funil. Porém não é possível, pela extração normal através de pessoas ou relatórios ele só considera o contato principal, mas no meu caso eu preciso de todos os contatos para estratégia de IBM. Se alguém puder ajudar,…
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How can I create a filter to show people who have completed a particular task previously?
How can I create a filter to show people who have completed a particular task previously?
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New Organization Added on Insight
Is there/will there ever be the option on insight to create a chart of "New Organizations Added?"
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Filter by all activities as done.
I'd like to be able to setup a filter that will show a deal once all activities have been marked as done. Right now it will show if any activity is marked as done.
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Help Needed Filtering
I am trying to create a filter that displays all of the people that I have not emailed or called in the last month. My plan was to use the activity and create a filter if nothing has happened in the last month. But it does not seem to work either with activity or email. See picture below. This filter is still showing…
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Insights Dashboard: quick filters now available for all users 📊
You can now filter your entire dashboard by different time periods and/or users (including teams). Changes will be applied across all reports in a chosen dashboard. How does it work? * Live for everyone, in all plans * Applied changes are saved to the dashboard * User can remove the quick filter and then reports get to its…
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Search for "Blank"
I need to search for contacts that are missing an email but I do not see a condition to search for blank. I have tried entering blank in quotes and have also tried leaving the cell open but that also does not work.
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Are you able to archive won or lost deals so that they no longer appear on your deals list?
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Is there a way to see Recent Contacts?
It will be great if we can see recent contacts in Contact list. Recent I mean based on activity, date added, date edited etc.
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Organisation Filter Query
Hi, I need to create a filter to identify all organisations which have not created a deal since a certain date. Once the filter works I will need to bulk edit these items. It seems that there isn't a field available for the "last deal created date" and I can't filter through the deals for this since the action I need to…
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Suggestions for how to identify dormant/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…
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Pipedrive Filters are not working properly
I recorded a video to show you that fitlers are not working properly. At least in my account. If I want to display all the activities that I did today I can not see it. https://www.screencast.com/t/BJzeJFkIqLK
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Hey, We have some questions of how to tag existing customers in Pipdrive. How to build this segmenta
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my filters WONT save?
making a filter is easy.... or should be. I follow ALL the steps but it wont allow me to press save, or i do and nothing happens and not error message.... anybody else had that?
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Create a filter with duplicate offers and / or contacts
It would let me create automatically merge double offers (like when someone leaves his contact on our webiste but already figures in our database, for example)
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setting up a filyer
hi the community, I have been trying filter all the person with which I had a meeting book last month (july). I tried many filters but I am stuck; Did you ever succeed to do that ?
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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
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Leads Inbox Improvements: Filters live for all users!
We have released basic filters support to all customers using Leads Inbox. You can now: * use 5 pre-defined filters (Leads added more than 3 months ago, Lead with a linked contact, Leads with email, Lead with phone number, Leads with value) * add filters as favorites * filter by users and teams in "owners" More to come,…
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I think we need the option to be able to track emails on the filters. A way to filter contacts that
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Exporting Organizations or People based on last Update to the record
Is there a way to filter on organizations or people that were edited the prior month? We tried using the "update date" field but it includes updates to deals as well versus updates just to the organization or people record?