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Pipedrive KPIs
I am new to Pipedrive. I’m infested in KPIs others are using that are easy for reps to log, managers to track, but most importantly drive great results. Thanks In advance!
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Split screen
Hi folks! I I put a huge amount of work into setting up Pipedrive only to find when I start using it live that the email interface seems crude and unworkable. Gmail and Mac Mail and Outlook havr had various split screens for decades. Is there no way to get a screen in Pipedrive where the message headers are listed on the…
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Automated email not showing up in contacts done timeline
Hi all, I hope you guys can help me out. My company sends automatic emails when we add a contact. The contact does receive the email, but the sent email is not showing up in the contact's done timeline. What is going wrong here? Thanx in advance, Rico.
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contact to prospect
Hello, i'm trying to access a prospect view from the contact view. We can't do it natively in pipedrive. does someone have a tips about it ? Have a great day,
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Automation conditions limited to two conditions
Hi, Why can you only combine two different AND or OR conditions in workflow automations? That seems like a very strict and random limitation to me.
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How do I add a second company to pipedrive??
I am trying to find the option to add a second company to my pipedriveaccount but cant seem to find it. Is it a disabled option?
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Web Form custom fields values translatable
Hello! Can we have custom field values in multiple languages that we could use in a form that exists in two languages? Example: a custom field name "Activity area" would have a list of possible values and each value would have an English and French translation used in a form available in both languages. So we could have…
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Currency converter when product added
Hi Team, for example I have a few products in USD. My default currency is € How to make proces like below when I’m creating deal: * I put Item Item 1 what is in USD. * system is change value in real time from USD to €. * item 1 is put in deal in € It is useful when I’m reseller of global prosucts. I have to show always…
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How are you entering notes into Pipedrive during a videoconference? Notes? Activity Notes? Images
How are you entering notes into Pipedrive during a videoconference? Notes? Activity Notes? Images show the options I've found on my own . . .the Notes fields are so small . . . any way to hide the sidebar and other stuff so that we can see a bigger Notes field? (the 3rd pic is an RTF file I'm actually using to take notes…
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"Mentions" notifications sent to SLACK?
Is there a way to send "mentions" in comments and receive the notifications in SLACK? If it is not possible inside Pipedrive, what could be a walkaround using ZAPIER for example.
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Quickbooks Integration-Would love to learn from others
I am trying to "sell" to our finance office why there's value in integrating our Quickbooks with PIpedrive but would love to talk to some people who have this integration setup. One of our biggest pain points is Sales Reps and Account Managers not knowing if invoices have been sent/paid so there's a lot of back and forth…
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When I change label, create new deal - not working (workflow automation)
Pls could somebody to help me with this?
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Zappier, Team Up Calendar & Pipedrive Integration's
Hello, Looking for some advice, I am wanting to integrate our 3rd party calendar Team up with Pipedrive, however I want the information to only be added once the deal has been put into the 'Won' stage. I can't seem to a 'trigger' that matches this.
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Pre-scheduling email campaigns
Hi, is this functionality available? I can only see a SEND button which does not have any further functionality to selected date, time zone, time when I would like to send campaigns out? #askingforadvice #Pipedrivecampaigns
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Cleaning Imported Data
We recently moved to Pipedrive from another CRM. We imported our historical data and are wanting to clean it up or otherwise filter the "older" data so as to get our more current reporting accurate. For example, all of the Deals were created on the date of import, and thus the Deal Duration is miscalculating. Is there a…
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Has anyone set a customer dashboard in Pipedrive?
Hi, I manage several client accounts and we can often have multiple deals in different pipeline stages. Some clients might have over 10 deals with with hundreds of products in each deal. I want to be able to set up a dashboard by Customer where I can see the following in one view rather than keep scrolling down the page…
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Pipedrive - Outlook Contact Sync Issue
Does anyone else have issues with Pipedrive staying in sync with Microsoft Outlook Contacts, via 2-way sync? I've tried to work with Pipedrive on this multiple times and yet the issues persist and I have to resync my entire contact list. Is anyone aware of other options that might work?
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Adding automatic GPS coordinates
it will be very helpful to add feature that could based on GPS system from phone automatically fill such data in pipedrive. This is a great value while converting lead from PD to CRM and logistic system, as sometimes addresses are not very precise (or there is a typo done), while GPS is.
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Email campaign
I would like to be able to send a bulk email to all participants on a selected number of deals. How do I get all participants to show up on the people screen
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Leads through to Deal tracking
Hi folks, When a lead comes through I label them with the nature of enquiry, however, when it becomes qualified and moves to a deal, these labels are lost which really isn't ideal because I can't track the nature of enquiry through to conversion. Is there a way of the lead labels carrying through to info on the deal? I…
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Workflow Automatation question: Is there the possibility of scheduling a email/call/activity in the
I´m trying to find the way to send an email 12 hours after changing the stage of my lead. I could only create a mechanism to send an email in the same moment I change the stage of my lead... Anyone knows how to do this?
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Hi , how can I set in Pipedrive 2 tires deals, meaning , I am using Channel partner that will do the
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Automate create deals from ActiveCampaign to PipeDrive
We use both PipeDrive and ActiveCampaign. PipeDrive is used by sales, ActiveCampaign is used by marketing for lead generation, lead nurturing, etc. Since we have MQL (ActiveCampaign) and SQL (PipeDrive) separated, and don't want sales to interrupt our marketing activities in ActiveCampaign, we'd like to be able to…
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🧐 Question about the caller function inside Leads.
Hello guys I really like the caller function however not been able to use it in leads is a very important setback in leads. Please do not take it bad, leads have improved a lot, but at the time the use of the caller inside the leads tab is not available and I think is a strong reason why in my team we don't use it. Can you…
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Subscription Profit
Hi Team, Does anyone know if there is a way to record the cost of subscriptions in a deal and then forecast on profit as well as revenue? At the moment, I am just entering the profit into the subscription instead of revenue although it would be good to be able to track both in my forecasting. Thank you!
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Subscriptions management
Hello, Would it be possible to have a reminder few months before the last subscription cycle / before the end date ?
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Ability to set a follow-up task from Gmail?
Hello! New to Pipedrive. I can't seem to find a way to log a task FROM Gmail. Ex: I send an e-mail to a CTO and before I hit send, I want to tell it to set a task in Pipedrive for me to follow-up in a couple days. Does anything like this exist? Thanks!
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Activité
Bonjour, lorsque j'organise une activité future sur un individu qui est dans une entreprise, dans le pipeline "Affaires" il n'en tient pas compte et je suis obligé à nouveau d'organiser cette activité au niveau de l'entreprise. Comment cela se fait ?
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Hi, I am looking to automate email with attachments when a lead is received
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Automatically Geocoding Addresses
Hello! We have run into an issue that I am hoping other folks have found a solution for. We recently completed a massive import of historical customer records into Pipedrive. Thousands of Organizations we have worked with in the past. We imported addresses for all of these locations, but the import does not automatically…