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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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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Hi, I'm new to Pipedrive, just getting started with replacing my a bit outdated Excel-based CRM with Pipedrive.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…
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Send out internal email when deal is won
I have created a workflow that sends out an email to all my colleges when a deal is won, like a modern bell :) The problem I am having is that the email gets attached to the deal, and therefor also my colleges. I would like an option for the email to NOT be attached to the deal. Just a system email that gets sent out. Is…
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Information sur les changements de propriétaire de lead
J'ai un souci avec mes commerciaux qui se prennent des leads . Ils peuvent changer de propriétaire sans que personne ne soit informé . Il est impossible de les en empêcher . J'au créé une automatisation pour être informé . Le problème est que sur mon automatisation n'apparait pas le nom du lead , ni le nom du commercial…
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Comment savoir si un lead à changé de propriétaire ?
Bonjour, Après renseignement il n'est pas possible d'empêcher les commerciaux de se prendre des affaires entre eux . L'on me conseil de créer des alertes . Voici ce que j'ai fait . Cela marche mais je n'arrive pas à savoir qui à changer quoi ? et quelles sont les leads qui ont changées de propriétaires . Et à quel moment .…
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Mirroring values from organization fields into deal fields
Could find anything with the search, that's why I need your help. I'd like to copy values from organizational fields (key account) to deal fields (key account) to speed up processes whilst creating a deal. FYI - We do use an API to pull data into our dwh and it's much easier to pull everything just from deals as bits from…
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Integrating Outlook with Pipedrive - Help
Hi Guys, We're looking to build a Zapier integration with Pipedrive for all email enquires that flow through. The Process Every time an email hits our admin email account - we want to create a deal on our admin Pipeline, so the entire team can see enquiry - who its from and the basic details as well. The issue is, we may…
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How do I move clients to another pipeline? Why when I select "won" does the deal disappear from the
How do I move clients to another pipeline? Why when I select "won" does the deal disappear from the current pipeline?
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Link a note to deal after it has been created on org level?
Is there any way to link an existing note that had originally been created on organisation level to a deal other than copy / paste the content into a new note? thanks!
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View won deals by product category
Am I missing something/could somebody help me with the following please... I want to see how many of a certain product category we have sold in the last year, 2 years etc. I see a report in Insights where I can view how many of each individual product we have sold, but cannot see a way to segment by category (i.e. all the…
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Scheduled Payments revenue report in Insight not showing up all deals with Payment schedule
Hello, Last year I have been using payment schedules in my deals and I could use the report without nay issues. This year I do the same but not all deals with scheduled payment in 2022 are showing up in the report. I have tried to find why looking at all criteria and filters for the report but I can't find the source of…