Getting started

Thank You
Thank you for adding me to the AUS Pipedrive community. I just signed our company up to pipedrive, great CRM, we were using Hubspot for 6 years spending $16k per year. What a waist of money that was. A combination of Pipedrive and Mailchimp is giving us everything hubspot gave us and more. The free time during covid made…
Assign email to contact
Hello community. I am a new user to pipedrive. I am struggling to figure out how to assign an email to a contact if I did not send the email from pipedrive and I want to do this after the fact. Any suggestions?
Daily Report
Hi everyone I hope you can help. I am new to Pipedrive and here is the dilema. Everyday I have to log notes into pipedrive as things happen then also log those notes into an excel doc to give my manager the heads up of what I have done that day at the end of the day. Totally cool with this but Is there a pipe report that I…
Can I change the name of a default field?
Hi Pipedrive community! New user here and sorry if this is a very basic question. I wonder if it is
Hi Pipedrive community! New user here and sorry if this is a very basic question. I wonder if it is possible to mark contacts for an activity - for example who you want to invite to an event in order to be able to export an excel file with that information? Also, I wonder if it is possible to see the contacts that I follow…
How to manage a B2C business with Pipedrive?
How a B2C business must be manage in Pipedrive? We are just starting with Pipedrive and wondering how a B2C business information should be imported / handled. In our actual spread sheet, a person is a customer/home owner with its owns address, contact information, sales... Should a virtual organisation must be create for…
Automatically creating contacts under people.
Hello Pipedrivers, Today i´ve noticed something as I was cleaning our contact data. I noticed that under People a lot of contacts without any further data than the Email adress where created. Mostly these where colleagues that where copied in Emails send to customers. Is this something Pipedrive automaticly does? ( Save…
I can't make the connection with Outlook, any tips or advice?
I work freelance on my own for 4 clients. For each client I use an own emailadress. The 1700 B2B co
I work freelance on my own for 4 clients. For each client I use an own emailadress. The 1700 B2B contacts, which I advise and sell to, can buy 4 client products at once. Pipedrive Support advised me to create a separate user for each email address = 4 Users . Is this the right way or is a more easier way possible?
Problems with PD in the first 2 weeks trial? Please, share with me your experience.
Good morning to All, I would like to share with the community my experience and find out if this is an "individual" case or if it is normal in the day to day use of the Pipedrive System. As soon as thousands of new leads will be handle with PD, and the money opoortunities too, I want to find out if I am in the right place.…
My experience in setting up a robust system for salespeople using Pipedrive
I have been meaning to write about this topic for a while. It is about setting up a 'minimum viable system' for setting up Pipedrive for success for salespeople. IMHO, it both necessary and sufficient to get cracking. https://medium.com/amitsarda/pipedrive-setup-configure-an-efficient-sales-system-and-process-e9caf047964d…
Help! How to enter Organizations and People once?
What is the best way to enter prospect information? Currently I have my team adding the Organization (via Contact drop down), but the contact information does not populate in People. How do we avoid having to enter contact details (name, address, email etc.) twice?
I'm new to Pipedrive and would like to start adding contacts/Leads. When I click on "+ Person", noth
I'm new to Pipedrive and would like to start adding contacts/Leads. When I click on "+ Person", nothing happens.
were do lost companies go within pipedrive
How is the pipeline sorted?
How is the pipeline sorted?
What can WeMapSales do for you: more about Geo-visualization and Geo-analytics on Pipedrive!
Hi Community, We launched our App, WeMapSales, on May13th. Since then we have seen interest in our App, views of our YouTube videos and interaction with our Social Media. More importantly we got requests and questions about the App and its functionality. Here is the first of a series of “What can WeMapSales do for you”…
What can WeMapSales do for you: more about Geo-visualization and Geo-analytics on Pipedrive!
Hi Community, We launched our App, WeMapSales, on May13th. Since then we have seen interest in our App, views of our YouTube videos and interaction with our Social Media. More importantly we got requests and questions about the App and its functionality. Here is the first of a series of “What can WeMapSales do for you”…
Automated e-mail with use of individual signature
Hi there, I am setting up an automatisation flow with e-mail for new leads which can be triggered by everybody. In the e-mail settings in the Send Email with Template, I have clicked of the signature box (Use Signature: Yes). The flow works when I create a new lead with my signature. However when my college creates a new…
Very new to PipeDrive and trying to really immerse my business into it. Having the week start with M
Pipedrive Academy is now available in all of our 17 Languages
Our Academy features CRM training videos and tutorials to help you level up your CRM and sales skills, from quick CRM courses to in-depth tutorials on specific features. Get your team started here
Geo-visualization and geo-analytics available for Pipedrive, for the first-time!
Hi Community, WeMapSales brings geo-visualization and analytics to Pipedrive! You will be able to visualize your data and activities on a map; geo-analyze it; automatically create and manage territories in a map-based interface; and much more. WeMapSales has integrated four geographic visualization and analytics tools into…
List view with multiple pipelines
Hi, I'm wondering if a user can have multiple list views for different filters or pipelines? In list view, I have all fields that I've designated. However, Pipeline A doesn't need all fields to show in list view. Similarly, Pipeline S doesn't need all fields to show in list view. Currently, they are some fields for each…
Creare automatismo con etichetta degli affari.
E' possibile creare una attività partendo dalla etichetta di un affare? gb :-)
Contact information
how can i send a contact's information to someone?
Parking Deals
Is there an option to 'park' deals in Pipedrive? Deals I probably should delete but may have to recall.
Adding activities in bulk🤔
Hi all 👋 I need to add an activity to ALL deals in a pipeline but can't find a way how to do it. Any ideas?
Is it possible to link custom deal field with a people field?
I was wondering if it is possible to link a custom field within "Deals" and a field under "People". I am trying to set up our deals so that when our sales reps look at the details of a deal the customer's contact information is also visible along with all the other fields. I was wondering if I can set up a custom field…
Pipedrive review/overview
A few months ago, we published Pipedrive review here at pickSaaS, thought it would be worth sharing here as well as a good starting guide for new Pipedrive users, happy Pipedrive'ing! https://medium.com/picksaas/pipedrive-review-crm-built-for-salespeople-by-salespeople-f0c4c0536d9f
changer le participant principal
Bonjour, je souhaite changer le particpant principal de mon offre qui est celui admis lors de la création de l'offre par le 2e particpant. commeent proceder svp?

Getting started

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