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Har din säljorganisation tillförlitliga säljprognoser?
Vem har inte suttit på ett säljmöte då man ska motivera och försvara när en affär ska landa, men det borde finnas hjälp att få? I Pipedrive så finns en prognosdel där man utifrån “förväntat avslutsdatum” kan summera upp hur olika hur olika affärer bidrar till säljresultatet per tidsintervall. Läs mer här.
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os videos da academia são todos em ingles?
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What is the best /most effective way to setup products to have tiered pricing? In example if one of
What is the best /most effective way to setup products to have tiered pricing? In example if one of our products includes a base fee and a unit based tiered pricing (3 tiers) would this be best setup as 4 products? (Base fee, T1,T2,T3)?
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Dear All, How can make a formal complaint abou Pipe Driver Suppport In Brazil ?? There is no clear c
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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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Increase the number of leads by prospecting on a large scale
Hello I am looking for solutions or an expert to support me in the automation of prospecting for my startup. I want to prospect a large-scale sector and increase the number of leads by automatically creating a database, then retrieve the contact details of the decision-makers, add this data to Pipedrive and automatically…
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Nutzern nur an einer bestimmten Phase Sichtbarkeit zuteilen?
Guten Morgen, ist es möglich die Sichtbarkeit von Deals für bestimmte Nutzer einzuschränken? Meine Pipeline hat 7 Stationen und ich würde zum Beispiel den Sachbearbeiter der nur noch für die letzte Phase verantwortlich ist auch nur diese zeigen wollen. Geht das? Habe leider nichts gefunden und suche ggf. nach einem…
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איזה כיף להצטרף!
תודה רבה שצירפתם אותי לקהילה של PipeDrive. חברת BlueLion משתמשת במערכת כבר מעל שנה ואנחנו סופר-מרוצים, בייחוד לאחר שימוש קודם במערכות CRM שונות ומשונות, פחות מוצלחות עבורנו. מה שמעניין אותנו זה בעיקר חיבור API של המערכת למערכות אחרות שאנו משתמשים בהן - דיוור, חשבונות ועוד. בטוח שנוכל לתרום ולהיתרם.
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Grouping activities
New to pipedrive. I am in a new sales role and business development is at the forefront. I want to set up my system so I am automating when to do tasks. IE - first email is sent upon uploading contact, the second email will be sent on X date, postcard sent on x date, call on x date, follow up email on X date, etc . . . and…
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Email visibility of the team workers on deals
Hi everybody ! Hope your sales are rocking ! Would need a little help from you, I can't figure out why I don't see the history of sent emails when I open a deal attributed to one of my sales rep.. The visibility is for all the company, I see the activities but not the mails. Thanks for your help !
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How can I change a user's email address
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From Zoho to Pipedrive, Advice Wanted
Currently using Pipedrive for my mainline work. Trying to shift my other business from Zoho to Pipedrive. Has anyone moved their CRM from another platform? What were the challenges? We are currently using Zoho mail as well. What were your challenges? Was the transition seamless or problematic? All advice welcome!
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Track sources for Deals or for Contacts
Hello everyone, do you track a source of contacts inside the Pipedrive? If Yes, then do you track them for deals or for each contact individually? Why?
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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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Webforms don't show all fields.
Hi there, I'm trying to use webforms and have some issues. If I generate a custom field (f.e. a custom date field), this doesn't always show up in the options available in the webform gernerator. Although it states that all of the option fields should be available. What am I missing? Best regards, S
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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…
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RELATÓRIO DE INSIGHTS - INCLUIR TODOS OS CAMPOS NAS COLUNAS DO RELATÓRIO
Fica a sugestão. No relatório de desempenho, por exemplo, aparece apenas alguns campos na tabela. Seria interessante adicionar qualquer campo de interesse no relatório para evitar entrar negócio por negócio para extrair uma informação dentro de um campo específico. Em relatórios anuais e trimestrais é inviável fazer isto.
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Email tracking for email campaigns?
Hi, I'm new here and wanted to know if there's the option of email campaigns/tracking with Pipedrive?
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when to start adding deals
when do you guys start adding deals to your contacts?
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Hi i have a problem
jak zmienić pasek nawigacji ?
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Which Pipedrive plan should you get?
I recently made a video explaining the difference between the various Pipedrive plans and who’s a good fit for each one. Sharing here in case people find it useful. The nice thing about Pipedrive's pricing is that you can choose which plan to go on based on the features you need. This means you don't overpay for features…
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Is there a way to add multiple currencies to a deal?
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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
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How Pipedrive manage new emails to get linked with active deals? (user cases)
I understand that when a new email arrives, Pipedrive look for that email in the data base, and if so, will link to a deal if there is "one" deal active. But what happens when that person has multiple deals? How Pipedrive is working to "decide" to which deal it should link? Or in this case Pipedrive is not able to link the…
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Lead Credits
Hi together, I am very new to Pipedrive. Could anybody tell me why in my prospector I can't see the amount of lead credits which are left. My other colleagues can see them. Thanks in advance. Best Marco
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BCC email not properly assigned to organization or person
I have problems with the functionality to add emails to an organisation or contact automatically. So I add the "BCC email address" to an email to a prospect, who's email address is registered in pipedrive . But the email is not always shown in the organization or the individual, and is stuck in the generic email function…
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Hello I would like to test the web forms?
essential plan
Hello I would like to test the web forms? essential plan
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Setting Email Default to "Shared"
My emails default to "private". I am able to change them to shared, but it's tedious. Is there a way to change this default to "shared"?
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Searching for deals in bulk without a filter?
Hi there. Looking for advice on how to search for all deals matching a certain critera (keyword, etc) without having to make a filter for it? I often need to find a lot of deals and move them to a certain stage at once. I just want to search from the search bar in the "list view" of the deal page and see all the deals, if…
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How can I see the activities sorted out by the occurrence date and time, instead of the record entry
Hi there, this is a question that was asked already 5 months ago, have a look here: https://community.pipedrive.com/question/how-can-i-see-the-activities-sorted-out-by-the-occurrence-date-and-time-instead---5e74ddde08f4375bb56de25a Unfortunately, there has been no answer so far. Could someone pls. have a look? Thank you!