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Dúvidas ao arrastar as etiquetas de cliente (gerenciamento de dados)
Boa tarde pessoal, alguém pode me informar se quando arrasto a etiqueta de um cliente do primeiro estágio do funil diretamente para o terceiro estágio, o pipe contabiliza que passou pelo segundo estágio? Ou preciso ir para o estágio dois e depois para passar para o terceiro para ser contabilizado o segundo estágio?
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Eloqua integration
Hi, did anyone in the pipedrive community ever try or succeed integrating Oracle Eloqua into Pipdrive, i.e. moving qualified leads from Eloqua into PD? Thanks for any advice on this!
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Need to centre my webform
I have a webform on my website but it's not centred how can I bring it to the centre? https://www.akivaprojects.com/contactus
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Rundmailing an bestimmte Zielgruppe möglich?
Sehr geehrte Damen und Herren, wir möchten über Pipedrive Rundmailing-Kampagnen durchführen. Das heißt, wir wollen mehrere Kontakte auswählen können und denen die gleiche Mail zusenden. Vom Ablauf her also wie bei Newslettern, man hat für einen entsprechenden Newsletter eine besondere Zielgruppe an Personen und schickt…
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Hello, Is here anyone who is in sale for construction equipment/ automotive sales? i wish to ask do
Hello, Is here anyone who is in sale for construction equipment/ automotive sales? i wish to ask do you use website for advertasing or just bigest portals? if so how you get the leads. Are there any from your website or from main portals? My expierance is that works big portals and personal connections, i find that having…
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Email Campaigns Launch Date?
Hi All, I saw an article recently that talked about Pipedrive adding campaigns. When will this be going live? I can't see this anywhere. I'm new to Pipedrive and use Mailchimp but want to create a new campaign. I'm duplicating my work if i create it in Mailchimp and then have to re-do in a weeks time for Pipedrive. Can…
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Delete uncompleted "To Do" Activities in Pipeline Stage
Hi Pipedrivers I am trying to build a workflow that has a number of follow up activities in a particular stage and an activity to be completed once we have spoken with the client. For example: * Follow Up Call 1 (Day 1) * Follow Up Email 2 (Day 2) * Follow Up Call (Day 4) * Good to Chat Email Sometimes we will get to chat…
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Geographical Report
How do I create a Report geographically in Insights Section ? There is no Address in drop down of Deal category. Please guide.
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Workflow editing with multiple accounts
Hi everyone, is there a way to view the workflows set up by another person? And/or a possibility to set up workflows so that they can be edited by other users. Thanks for your help!
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Filter field selection question- unable to select needed fields.
I am trying to create a filter, but it does not look like I am able to select the fields I need. I am trying to create a report that shows me the quoted price (custom field) for shipping- I am able to select the column for the qty, but there is no selection for the product name or number. I have come across the problem of…
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Data Import - Primary Key
Hello everyone, I have just acquired a pipedrive account. I have just finished preparing my People, and Organization data. How should I proceed for the import? First the people or the organizations? Or the other way around? Both data sets have a common key, which is an organization code that I defined myself. If a person…
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search_for_related_items does not return leads
I'm trying to search all people and related leads by email. GET /itemSearch { term: "test@acme.com", item_types: ['person', 'lead'], fields: 'email', search_for_related_items: true }); Searching for a "lead" item type will return only lead that is not attached to a person. But by using search_for_related_items I should get…
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Insights help: revenue by activation, not close date
Hi, I'm trying to look at my weighted revenue pipeline and can't seem to find a way to show it based on distribution; I can only seem to see it based on expected close date and the whole deal value is added to that month. For context: I run a media company and a deal might be $10,000 per month for 6 months actualising…
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Manually changing 'Last Stage Change' date
Hi, we have recently updated a lot of old deals for the purpose of using pipedrive for reporting. Because we moved a historical deal to the final stage of the pipeline it's showing as moved into that stage in May 2021. In reality, this was an old deal that was completed in 2020. My question: is there a way to manually…
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Multiple pipelines tracking
Hi everyone, We are using 2 different pipelines for our outbound efforts: * SDR Pipeline * AE Pipeline We would like to track the duration from when a lead arrives as a new lead in the SDR PIpeline until the lead is closed in the AE pipeline (and all the stages in between). Apparently, this feature doesn't exist yet. Would…
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Microsoft Teams (Native) Calendar Login Info Appears Different Than Pipedrive's (Please Fix)
Hello, Hope all's well! May we please have your assistance? Please see below screenshot comparison of what it looks like to the client when they click on their calendar to attend a Microsoft Teams meeting when the invite is sent via the native app (figure A) vs. through Pipedrive (figure B) . This is a major concern to us.…
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HELP - managing one company in more countries?!
Hi all! 😊 Does any of you have experience in managing one company in different countries in pipedrive? If so, is it possible to keep everthing under one pipedrive "company" or is it better to have one "company" in pipedrive for each country? I see pros and cons for both? My case right now: I have the a Danish company and…
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SENDING letters
I need to send a mail merge every week with different data. When I try to export the data it doesn't pull through the whole of the address.. On looking it seems that the GOOGLE address is incomplete. How TO FIX please how3 do i get the address to appear on separate lines?
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When using the Propose Time, I've seen the available hours does not take into account my current eve
When using the Propose Time, I've seen the available hours does not take into account my current events in the calendar. So for example, if I book a demo with a client through a phone call at 10am Friday directly on my calendar, clients can still book with me at that time trough the Propose Time link. It would be nice if…
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Is your pipedrive working today?
We are unable to log in and connect?
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I wanted to check in with the team to let you know that campaigns are not working at the moment.
I'm getting errors at the moment and wanted to check in to see if there was anything I can do to share my campaign.
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Other deal buttons than WON or LOST
When you have a separate pipeline for WON deals (duplicated after won) e.g. for the projects that result out of the won deals I would love to END those after everythings has been completed. So I don't want to delete those deals but END them. Is there a way or a workaround? #asking for advice # seeking help# new…
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Fire a task to a deal owner when a previous task has been completed.
I want to set an activity 'to-do' task for a deal owner once another task has been completed, but you can't seem to get 'deal owner' information to assign a task to the correct person. I can't seem to do this. I currently have to set both tasks at same time (can have different timescales). but task 2. is dependent on task…
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Transferring calls from laptop to phone issue?
I recently started using Pipedrive at my organization and so far seem to get used to it. One thing I enjoyed was calling clients from Pipedrive on my laptop and transferring it to my phone. It was working fine and then suddenly for the last week or so it stopped calling. The laptop version would mention redial and shows…
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Deals List - Export Data
I am not seeing a way to add a column for "Parent Organization" to my deals list. Does anyone know if this is possible? It would be extremely valuable to my business if we could export a deals list with the option of seeing parent organizations information. I don't think this would be that difficult of an option to add to…
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Pipedrive goals on the basis of e.g. tags
If I want to define goals via Pipedrive Insights, I can currently only do this on the basis of the people. Is it possible to link the goals with, for example, the tags of the deals? In concrete terms, we are dealing with product groups, some of them are processed crosswise by several people. The tags should be used here to…
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distribuidor implementador en argentina
estoy buscando para dos clientes mios un crm con manejo de oportunidades, reclamos, atencion al cliente, en uno necesito integracion con collab en el otro es mas sencillo. como encuentro partners de pipedrive en argentina?
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Proofreading and chosing email templates before sending
Hello, Is there a way to have an intermediate stage in the mail sending automation in which we could proofread and/or chose between different models of mail? Thanks in advance