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Organizing Leads activity by most recent activity/edits.
RESOLVED!! --- Our sales team has a scheduled time for cold calling on Mondays mid-day. We typically record these calls and associated notes in a shared excel spreadsheet. This way we can review as a team in our Monday afternoon sales meeting. I would like to use Pipedrive's Leads module to do this instead, but there is no…
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Changing the won time.
Hello, Does anyone know if there is a possibility to change the "won" date after a deal has been marked as won and the won time has been assigned automatically? Thank you for your help. :-)
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Asking for Advice + Product Planning + Supply Chain
We load key long-lead products into deals. Now we need a report showing the total probability-weighted count of each key product bucketed into forecasted close month. How can we get this?
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Validation by changing the phase of a deal
Hi everyone, I hope you can help me with this topic. When a sales rep changes the phase of a deal from one phase to another I would like to have a validation rule in place that checks if a specific field is filled or empty. If it is filled the phase change is possible - if the field is empty a message should be displayed…
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Problem with date extract on API, D-1
Hello, when I extract the data via the API, I have a problem with all the dates, I am in France and when I extract the dates, they are all at D-1. Example a date in pipedrive at 14-02-22 when I extract it I have 13-02-22 . did you have this kind of problem? thank you
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When on mobile, when I click a pipedrive link in slack it takes me to pipedrive in the browser.
I want it to take me to the Android app instead. How do I make this happen?
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Send Email from Template when Organization is Created or Updated and Primary Contact is created or u
All I want to do is import my spreadsheet of leads. Then have an email sent to the designated Admin Email from the import. The conditions could be Organization Created or Organization Updated with Booth Number being the field Also it could be Contact Created or Contact Updated with the field being Admin Email for the…
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Integration Active Campaign Pipedrive
I'm trying to update a field on Pipedrive every time I update a field in Active Campaign but it doesn't seem to work... Does anyone know if there are specific field types that don't work? I managed to to it the other way around using automatic imports from Pipedrive into Active Campaign. Can anyone help?
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Organizing People in SaaS Sales process
Hi, we provide a SaaS solution either directly to the customer or using sales partners. Even if we sell using a sales partner, we are in direct contact with the using customer. In one extreme case, a single person at a customer is my direct contact in one project and indirect contact (via sales partner) in another project.…
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Copy field value to new custom field
Hi. Once we win a deal I want to copy the deal value to a custom data field and automate that step. Has anyone been able to figure out how to do this? It appears I can only enter a number and have it copy a value from an existing field.
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Agents See other Agent Activities
Our agents with "regular user" accounts can see one another's Activities when they don't have the "Activity field of Assigned To is Current User" filter set. How can we prevent agents from seeing one another's Activities like we do for Contacts? Thanks!
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Would users like to be able to filter tracking opens when group emailing and follow up with more det
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Relatório leads
Gostaria de mensurar os leads que foram convertidos para negócio
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Pipedrive & eCommerce - workflow tips
Hi, I'm new to Pipedrive, just getting started with replacing my a bit outdated Excel-based CRM with Pipedrive. I am also looking for other useful tools to make work with Pipedrive easeir. Especially with the focus on B2B sales. Does anyone have useful tools to recommend that work well with Pipedrive and can do some of the…
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Is it possible to make name not required for a person? I often don't have this for the deals I'm cre
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Sales Tracking
Is there an add on that we can use that will take the sales information and track the deal. For instance: When the deal is finance approved, settled and commission paid. Sales Strategy + Sales commission + sales tracking
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Email Signature with image - receiver not seeing an image
Hi, I have updated my email signature in Pipedrive and it contains an image. I can nicely see it when drafting an email in Pipedrive. When I send it, the receiver is not able to see the image in the signature. The image used is jpeg, I tried gif too, but no help. Anyone can help?
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What happens to deals in a deleted stage?
I want to delete some stages from a pipeline. I don't have any active deals in those stages. But what will happen to the lost and won deals that were in those stages? Should I move them to a different stage before deleting the stages?
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Workflow logic is limiting, any one else having issues with this?
Does anyone else find the linear logic limiting in workflows? Pipedrive only allows 30 or 60 or 90 workflows depending on your subscription level, but because of linear logic, you need a new workflow for every stage in your pipe. With this limitation you need 8 separate workflows for a pipe with 8 stages instead of being…
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Organizations table to CSV the way it was previously being done?
Hi, We have been exporting a CSV file from Pipedrive for around 4 years, but something has changed on Pipedrive which is preventing us from retrieving that CSV. Could someone tell me how I can make the new PipeDrive export with the Organizations table? Thanks,
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Hi! I wonder - is there a possibility for bulk editing lead's custom fields or only for those listed
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Is there a way for us to enable visibility settings for campaigns?
Hi! I am wondering if there is a way for us to enable visibility settings for campaigns. This way each user only sees templates that apply to their visibility group or team and only view reports from campaigns their account sent not all users.
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Estimating Systems
Can anyone tell me what estimating systems they are using with Pipedrive? We have tried a couple but aren't finding one that we really like. TIA!
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Creating subcategories for the leads
Hello I want to ask you about categories (tags) that I made by myself to the leads It is possible to define it as "main category" - for example, "media" and then create a sub-category "diplomacy" or "energy" The question is how I can manage to define a "main" category by searching leads - "student", "CEO", "media" and then…
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How do I link a previously sent email (through Outlook - synced in Pipedrive) to a new deal?
Hi, I've sent an email through Outlook (Synced to Pipedrive) to a prospect. I've subsequently created a new deal for this prospect and am looking to link the previous email to the record. Possibly a beginner miss but can't find the right instructions anywhere. Any help is appreciated!
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Synchronizing contacts in events MPZMail - Pipedrive
Hi everyone (especially @Dave Phillips or @Mike Way) , I just installed MPZMail and connected it to Pipedrive. I have set some automations in MPZMail, for instance, create a new event when a subscribers opens/clicks a campaign. The issue I have now is, it does make an event but does not link that event in Pipedrive to the…
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Editing Workflow's among PD Admins
Hello, Is it possible to edit workflows created by other admins? This would be helpful if the admin is out of the office and the workflow needs to be updated ASAP, or if the owner is no longer working for the company.
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Automations with emails
Hello all, i'm trying to understand how works automations. my desire: * When i send an email choosing a model, then create a task can anyone help me? regards!
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Help With Lists and Mailchimping...!
Hello Pipedrivers, Although I've been Pipedriving for around 15 months, I know that I'm not using the platform anywhere near it's potential, and wish to change that in 2022. I'm keen to filter lists and then initiate some email campaigns, but am really struggling to get this together - getting confused on the lists…