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Move between piplines
Hello. We have 3 pipelines. I was wondering if its possible in case of a mistake after a deal is created in one pipeline to have it moved to another? A change in label doesn't seem to do the trick. Thanks
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I am trying to create a report that shows new deals created over time. I would like the a bar chart
I am trying to create a report that shows new deals created over time. I would like the a bar chart to be segmented by week. A trend line showing the trend of deals created by week overlayed on the bar chart would be very useful as well. Can anyone tell me how to create this report
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Recording calls in mobile app?
Is recording calls in the mobile app on the roadmap? In general, we find the quality of calls from the web is pretty bad - very finicky and depends on a rock solid wifi connection or else the receivers complain about static and dropouts - so we prefer to call from our mobile phones instead.
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Filter Form to Correct Product (Company)
I was wondering if there is a way I can filter different web forms to different products? Essentially I just want to tag each drip.com form which I believe it says you integrate with which is why I signed up to a different deal or filter. For example, let’s use two websites I have. #1 Sanigenix.com and the second being…
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Proposal sent export to excel
We can't create now (we could before), the list of proposal sent in last week. We can't even see easily such list in Insights. It used to work with couple of clicks - now - no option. Will it come back? Thank you. Best, Joanna
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I was hoping to produce a list of our top 20 accounts, sorted in descending order by the revenue the
I was hoping to produce a list of our top 20 accounts, sorted in descending order by the revenue they have brought in. I can get a list of all deals, but it doesn't sum up by organization. Wondering what I am missing to make that happen. I'm a bit of a newb to reporting, so appreciate any guidance. If this is covered in…
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Deal won > Automatic email with products ordered
Hi everyone! I want to save time and limit the risk of error when I won a deal. Let’s say that I have a deal and there are products attached to it. When I click the deal is “won”, is it possible to send an automatic email to a colleague and include this information : * Company name + info * Contact name + info * All…
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När ska du använda tidslinjevyn för kontakter?
När du säljer kan du behöva få en visuell representation av dina historiska aktiviteter med en specifik kontakt på ett företag eller ett företag med alla dess kontakter. Detta är ett snabbt sätt att säkerställa att inga viktiga kontakter försummas. Jag ska nedan beskriva hur du gör i Pipedrive CRM och där kan du använda…
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Webform Style Light & Dark Theme
Hi to all! I've a problem with the style of webform: my blog's theme switch automatically on Light or Dark colors scheme according to the users system preference: so, if you are watching my blog with your dark mode on, you will see my blog "black", otherwise if you don't have dark mode active, you will se my blog with…
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Any coach/consultant who can help us add data base from xero to pipedrive and few other things?
Any coach/consultant who can help us add data base from xero to pipedrive and few other things?
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Quote/estimate in foreign currency.
My company is located in Canada and we carry a vehicle that is priced in USD. I am looking for help to include in my quote that will protect me should the USD change dramatically. I am looking to protect both the company and our clients.
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Aircall - unanswered v connected
Hi guys, We currently use Aircall for calls but am unable to report on unanswered v connected calls. I can see the outcome by checking individual activities, but am unable to report for the whole team. Has anyone found a solution for this? Thanks,
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Restoring All Data from a Deleted Deal?
I need to see the original information put into a deal which has since been deleted and reopened. This deal was created with several other email addresses of peers added to it. It looks as if they were added so this person could then have access to those emails which should have been private. How can we go back and see the…
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Help Needed Filtering
I am trying to create a filter that displays all of the people that I have not emailed or called in the last month. My plan was to use the activity and create a filter if nothing has happened in the last month. But it does not seem to work either with activity or email. See picture below. This filter is still showing…
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Email notification based on rotting status
Am I missing something or is it not possible to create an email notification workflow automation based on a deal trigging the rotting condition?
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When merging contacts, is it possible to have the participation tags merge? I am often merging two d
When merging contacts, is it possible to have the participation tags merge? I am often merging two different people and I want to capture all of the participation tags on both profiles; currently one is overwriting the other.
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Increase the number of leads by prospecting on a large scale
Hello I am looking for solutions or an expert to support me in the automation of prospecting for my startup. I want to prospect a large-scale sector and increase the number of leads by automatically creating a database, then retrieve the contact details of the decision-makers, add this data to Pipedrive and automatically…
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3 ways to deal with 'I am not the right person' sales call objections
Here are 3 smart ways to turn that line into a meeting, shared by the sales expert extraordinaire Becc Holland. (bonus pointer in comments). Method 1 - Ask for a piece of advice from them “Hey Elon, I am Tim from Outplay, I want to pitch our sales engagement tool to Tesla. Who do you think is the right person to reach out…
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Moving Through Contacts
Can you add a button to make it possible to cycle through contacts... perhaps in the upper righthand corner of the individual contact screen? It would make it easier when calling through a batch of contacts, instead of going back and forth to the home screen where contacts are listed.
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Power BI
Hi All, Has anyone here a successful story of integrating Pipedrive and Power BI? We have multiple disparate systems in our business and MS Power BI is the best way to combine their output on functional dashboards for my colleagues to get a true picture of our performance. The last piece of our Power BI jigsaw is…
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My email send is not working in PD and it is next to impossible to get any help. Can anyone here he
My email send is not working in PD and it is next to impossible to get any help. Can anyone here help me, please? I keep getting an error message saying PD can not send email at this time and no one from the company is responding.
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Has your team and business been helped in the past by our support team or our help content?
Hi Pipedrivers 🚀 I'm Mike, the product manager responsible for our Support & Learning area including, but not limited to: * This Community * Our Academy * Our Knowledge Base * The Help Center * The in-app quick help including the chat with our support team (see image) I use data to understand our value, but I'm curious to…
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Correct name-tense & stage management
In the knowledgebase, Pipedrive suggests using the past indefinite tense. What I'm not sure is WHEN to place deals in a certain stage. Which example is correct? >> Pipeline stage name: Contact made Example 1 > Deal STAYS in Contact made because first contact has been made Example 2 > Deal MOVES to next stage because…
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FIELD TYPE FILE ON FORMS
How can I add field type (file) in pipedrive form
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Time Tracking Practices and / or Integrations
Hello FS people, Does anyone here time track the amount of time they spend working on clients and have they managed to integrate that into Pipedrive, either directly or by using an integration and linking time tracking to contacts or particular deals? This would be a really useful feature imo. Thanks for your answers, Paul
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Email threads not updating real time for shared Deals
Hi, I share all Deals with a colleague as standard but they do not always see the updated mail threads straight away. Is this a known issue or something wrong with our setup? Kind Regards Tim
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Best way to directly onboard Clients / Factfinds into Pipedrive
I'm looking for advice on how other users / Advisors fully onboard clients. Basically I am looking for the easiest and fastest way to input the data from a Factfind directly into Pipedriver. Client's personal info, their income and expenditure, assets liabilities etc. Do you use web forms or import from excel etc.?? Thanks…