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How can I see the activities sorted out by the occurrence date and time, instead of the record entry
How can I see the activities sorted out by the occurrence date and time, instead of the record entry time? It was so in the past and suddenly changed!
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Ooma Office Pro. Anyone tried to use the desktop app with Pipedrive?
Trying to find info on how to (if possible) configure Ooma as the default dialer. Running PD via Chrome and Windows 10
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how many playbooks are permitted?
We have 4 languages on our website and a number of products so would like different playbooks on different pages. I assume there is no issue having language specific playbooks on the French, German, Spanish pages etc? Is there a limit?
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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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Pipedrive does not synchronize with my Outlook account
Hi all! I have problems to get my Outlook mail account synchronized with Pipedrive (via Google Chrome) current versions. I followed your knowledge base, disconnected and re-connected my Outlook account, checked the configuration, but the problem still remains. After re-connection, a test mail is generated and appears both…
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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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Uploading Contacts to Pipedrive
Hi, I am trying to upload contacts from an Excel spreadsheet into Pipedrive but I dont want it to create a deal at the same time. I only want new Person's created. Is that possible? I cant work it out.
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Importación de Datos
Buena tarde, me podrían ayudar de que manera puedo subir mi historio de excel con las acciones y tratos incluidos sin tener desorden o duplicidad de datos. Gracias
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Using a VA for data input (failure?)
I hired a fiverr VA to input data directly into my 500 accounts. I have used him successfully in the past with Excel but I gave him temp password to skip that and go direct with data. He says he did this task but I am finding no new data in any account. Could there be a glitz using a VA from Pakistan? Is there a way to…
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How do you handle all the different touch points by prospects/leads/customers?
For example: you get a support ticket in Zendesk and a deal/person/org is available in Pipedrive you will have to create an integration somewhere like Zapier to integrate the two. Of course these are only two examples. So how you do you handle all these touch points well? I'm struggling with this for our business since…
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Restrict external user access to a pipeline
Just getting set up for the first time. We have a business partner that wants access to their pipeline. We have 3 x pipelines and only want to give them access to one. How do I do this - under Teams? We are on the lowest plan so assume we have to upgrade. Do external users also have to pay the upgraded sub price? PS - I…
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Restrict what user can see / access
We're hiring some outside contractors to do pre-qualification and qualification of leads, and would like them to be able to a) update their activities in Pipedrive but b) only be able to see and update accounts assigned to them. Is this possible?
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Direction of Energy
Good afternoon all, I have been told and feel myself that I have the energy and passion to sell, I have proven that I can sell, I can persuade and I can think on my feet... However, I have only about 12 months of sales experience, all of it has been on the fly and not 100% committed as I have been doing other roles at the…
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Multiple site(s) for one company
Hi there all.... am i missing this, but where can i add mutiple sites for the same company? say for example head office is A but then they open a satellite office at B or a working site at C, how can i add these extra sites on? Thanks in advance
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Hi Everyone, i want to know how to do a masive actualization of Deals, chainging the Funnels they ar
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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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I want to automate the hell out of my business sales. How does one become a Pipedrive master?
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Subscriptions: Using Professional & Advanced subscription options together
Does anyone know if within one business you can have some executives on Professional subscriptions and then other employees on an advanced subscription?
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INSIGHTS- Security Issue with shareable dashboard?
I have recently been advised by our IT team to delete my insights dashboard due to the fact that it is publicly accessible since sharing the link. I now have to delete my current dashboard and rebuild a new one which I have been instructed not to share. The IT team advised that there is too much sensitive information that…
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Zapier & Organization Field
I use Zapier to create a person in PD. Everything works well except the Organization field. The organization field does not pick up the text from Zapier. Are the Organization field and Zapier incompatible?
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Parent and Child organisations and invoicing.
Hello, This is my first post to the community. And here's my question. I have a client who is a parent organisation and they operate under different company names in different countries. For simplicity each company in that country has one sale. The organisation requirement is to invoice at parent level. We use a 3rd party…
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Days in a certain status
Basic question - I would like to see in a column the days a certain company is in a specific status but it seems that kind of variable is not available at the menu, which is scary because that´s one of the most basic information a sales guys needs do perform - how can I fix it ?
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Why did you start using Pipedrive?
Hi PipeDrivers 🚀 At one point in time, you were all looking for a new tool to help you and your team get organized in your processes. We are curious to learn which tools you were considering at that time and why you eventually decided to join Pipedrive?
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Can't import No First/Last name
Can you tell me why are first name and last name required? I just signed up and the first thing I want to do is to import my leads. I don't have first name and last name, I have a company name because I'm B2B. So it gives me an error... how can that happen? I don't have a clue who is on the other side of the phone! So is…
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Searching by state
How can I search for companies by state or be able to create a view that has my region as I manage TX, OK. LA and AR. I come from a SalesForce user background and used the views and reports functionality a lot. Any help is appreciate as I am doing outbound prospecting. Thanks
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Deal Fields
When I click on pipeline deals, it gives "Lead In" "Contact made" "Demo scheduled" "proposal made" etc. I own a law firm. Those fields don't apply to me, can I change them? I would prefer, Lead In, Retained, etc.
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Is Pipedrive a good option for us? About us – we are about a 30-person equipment manufacturing star
Is Pipedrive a good option for us? About us – we are about a 30-person equipment manufacturing start-up with B2B sales, long sales cycles (up to 6-9-18 months), and not a huge number of leads and/or customers (100s at most).
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Pessoal, alguém já importou leads e eles não apareceram no funil?
Pessoal, sou novo aqui! tudo bem como vocês? Estou com uma dificuldade aparentemente simples: Meus leads não estão aparecendo no meu funil, apenas na base de contatos e sem algumas informações da planilha. Faço a importação certinha e aparece como concluída mas nenhum dos leads importados aparecem no meu funil :/ obs: Na…