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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?
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Force Required Fields
can you force required fields on? I can only seem to make it important
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Deal value spread over time.
Hi all, first time posting here. I want to be able to split a deal value across multiple months, this would provide a more accurate forecast. Currently, it appears I can only do this by just replicating the project over and over again (which for 12 month retainers is annoying). The trouble with that is then it will skew…
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Verbindung zu Exchange einrichten
Hallo liebe Community, ich habe leider erfolglos versucht meinen Kalender mit Pipedrive zu verbinden und finde in den Hilfe Themen keine Lösung (kann auch an mir liegen ;-) FRAGE: Wenn ich auf Calender Sync klicke und versuche meinen Exchange zu erreichen wird mir ausnahmslos Google und Microsoft angeboten. Bei Microsoft…
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How can I send am email to all potential prospects and use first name preload? Can I also do it with
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Lead source and repeat business
We have two pipelines in our PD - New Business and Repeat Business. And it's easy to track the Source of new business as a custom field when you get a new lead. But it's hard to find the original source of the leads after it moves to the Repeat Business Pipelines when you have multiple people involved and multiple products…
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Where can I find out how to set up caller.
Where can I find out how to set up caller in pipedrive? I typed it in the search but nothing comes up. Just where to find it and how to use it. no set up.
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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…