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Can I view LOST deals in the forecast view?
I have been struggling to get Lost deals to show in my forecast view. Can someone advise me how to do this? Possibly lost deals just can't be seen in the forecast view? (I want to be able to use that visual representation to look at recently lost deals, by month) Thanks
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Pipedrive Goals
Hallo, Sinds enige tijd ben ik fan van het vernieuwde Pipedrive Realtime Dashboard. Dit geeft goed de huidige stand van de sales en voortgang weer. Maar ik kan hier geen functie vinden voor 'doelen' of 'goals' Nu wil ik graag voor komend jaar een Goals/Prognose dashboard maken. Alleen is dit nog in de 'beta' modus en zeer…
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カレンダー同期されますか？
はじめまして、昨日くらい？？から アクティビティとグーグルカレンダーが同期されなくなりましたが そのような現象起きていませんか？
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Hi Is anyone using Lusha <> Pipedrive direct integration? If so how to you avoid duplicates ? Thank
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Personalizar campos de dados = CNPJ
Criei o campo, porem ao cadastrar um CNPJ ele assume outro valor quando salvo a organização criada. Como resolver este impasse??
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Certification
Hi I'm just starting my consulting business, and will do a few certifications. Mostly for marketing purposes, but also to ensure my skills within select software is up to par. Does Pipedrive provide Certificates (ie like Hubspot) for showing that one is a "master" user of its Software? Best Birger
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Sales certification
Hi, I'm new in the Pipedrive Community and my first task is to become certified for Pipedrive (Sales, Technical etc...) Please, if You can, tell me what is the path for Certification in sales and all other certifications that You are providing for Pipedrive. Thank You in advance! Vladimir Kutnjak
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I am new to Pipedrive and would like some help formatting our lead flow. Also in new deals - how am
I am new to Pipedrive and would like some help formatting our lead flow. Also in new deals - how am I able to change the titles in the pipeline?
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Pipedrive Online Meeting Lunedì 28 Dicembre!
Ciao a tutti! Ho organizzato un meeting online Lunedì 28 Dicembre: per chi già usa Pipedrive e vuole condividere la propria esperienza e migliorarne le performance e per chi non lo conosce o è alle prime armi, per chiarire dubbi e perplessità. Vi aspetto, sarà una bella occasione anche per conoscersi "dal vivo"! Per…
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Domain search in Prospector
Anyone knows what one should enter in the Domain field? I tried things like net / .net / com / org / biz but even with all the fields left blank I get zero results. Rob
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how to sort people by interests
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💡 Overcoming Objections in Sales: "I'm not interested"
https://www.youtube.com/watch?v=7JqmuwWq8gw"I'm not interested" is one of the most disheartening objections you can hear. So, what persuasion techniques can you use to turn the conversation and even set a meeting at the end of the phone call? We'll help you with this video, which includes follow-up questions and concerns…
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Community Roundup - Volume 6
It's Monday, you know the drill! We selected the most interesting discussions going on in the Community and deliver them to you on a silver platter.✨ Check out the links below and join in the conversation: 🔥 Overcome Long Sales Cycles 🔥 Including Videos in Emails 🔥 Workflow Automation Tips from Users ➡️ Follow the…
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Anyone got any experience with Recurring Revenue, when your deal amounts are always different based
Need a way to report revenue based on total contract value and the contract length, and can't get the recurring revenue to do the job I need to do. Currently have a custom data field, and export to Excel to do the calculations.
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Pandadoc integration
Hi I am trying to create a Pandadoc document that has pricing tables populated by the Products attached to the Deal in Pipedrive. I need to find a way of pointing Products to different pricing tables in the Pandadoc document based on their Category defined in Pipedrive. For example Products with Category "monthly" goes to…
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Can I add a reoccurring activity that is not tied to a specific deal? I'd like to give my assistant
Can I add a reoccurring activity that is not tied to a specific deal? I'd like to give my assistant a few things to do each week that happen every week on the same date/time but don't necessarily tie into any particular deal. Thank you!
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how to change military time
please help me change military time
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Products & Price Lists
Hi, I am wondering if anyone has experience with, or a suggestion for, importing a product catalog that consists of hundreds to possibly thousand SKUs? i.e. Product #1- Product #100 and for each product there could be up to 50 variations. i.e. Product #1-Color A(SKU#1) through Product #1-Color Z(SKU#26) and so on. To add…
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Workflow issue
I´m having a problem where one workflow seems to be linked somehow to another workflow so that when I activate one it send out the activity of two work flows. If i discative one then all is ok. So its linked somewhere and I can't figure out where. Any suggestions
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Extração de contados de pessoas da organização por etapa do funil do negócio
Tenho necessidade de extrair todos os contatos das organizações que se encontrem em determinada faze do funil. Porém não é possível, pela extração normal através de pessoas ou relatórios ele só considera o contato principal, mas no meu caso eu preciso de todos os contatos para estratégia de IBM. Se alguém puder ajudar,…
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Auto re-assign activities when a deal is re-assigned?
hi there, We have setup a situation that our office managers re-assign incoming deals to our account managers. For every deal we have a set of standard automated tasks that are created. By default new deals and the underlying auto-generated tasks are assigned to the office manager. Question: is there a way to automatically…
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Converting web forms to new format
I've started using the new (beta) web forms and like the improvements. I have one old format web form still which I have embedded on our website. When I go to the old tools > web forms page it says at the top: "There is a new version of Web Forms New Web Forms have been launched. You can create new forms there or convert…
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We would like to incorporated of MEDDICC process in Pipedrive. Is anyone doing this? Or have found o
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Sales Leaderboard
Is there any way I can create an insights report that highlights team members and their daily sales won? Ideally this can be a live report and move the team member up or down the list depending on their performance.
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Would be very helpful to have a deal Overview available for reports in the Dashboard.
The context available here would be very nice to see. It exists in regular table columns, but having the overview in the dashboard means people seeing a deal listed would know context to the deal and help out team outside of the CRM know what's up.
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Time-based email automation
Hi Team, Hope you're all safe. I have an inquiry regarding time-based email automation. E.g. If Deal is rotting, send template 1, if last email received > 5 days, send template 2. Is this already working and I just don't know how? Is this in dev? or only on the roadmap? Thanks for sharing your thoughts as usual :) Richard
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Filter by all activities as done.
I'd like to be able to setup a filter that will show a deal once all activities have been marked as done. Right now it will show if any activity is marked as done.
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Outlook Smart folder sync
I would like to sync my smart folder in outlook instead of my inbox as my proposals come directly into one of the smart folders. Does anyone have any insight on how to do this or if it's even possible?