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Add a way to track emails on the filters. To be able to filter contacts that have opened an email.
Add a way to track emails on the filters. To be able to filter contacts that have opened an email.
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Dear network, do you know if the ESSENTIAL subscription allows efficient reporting or do you recomm
Dear network, do you know if the ESSENTIAL subscription allows efficient reporting or do you recommand to upgrade the subscription level? thanks you for feedback !!
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Lost reason combination of predefined and free-form
Hi, We have setup PD to allow for predefined Lost reasons, but also allow entering free-form lost reasons in addition to predefined options. This allows us to both have structure for reporting purposes as well as more qualitative data on the reasons lost. See screenshot 1. This works well, however now want to use the List…
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Why does reports combine different pipelines?
If I have a company in a pipeline, and then move it to another pipeline b/c their focus changed, they will still show up in reports for the original pipeline. This makes it very confusing when I want to know just what is currently in my original pipeline. After all, I moved the company out of the original pipeline for a…
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Building interactive Dashboard for free using Pipedrive data
Are there any B2B platforms you guys are using to visualize Pipedrive data? If you want to visualize your Pipedrive data, check out my guide to build your whole data analytics stack out of it here. Build Dashboard from Pipedrive data
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New chart type available in Insights! 📈⚡️
Users can now create a scorecard report, which gives a single KPI number to focus on! * Will be available for all report types * Average deal value will be added as an options More info coming! 🚀
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Sharing results with others?
Hey there! I am Seda, a Product Manager in Pipedrive. Did you know that you can share your results with others (including non-Pipedrive users) through a easy-to-create link which updates results in real-time? Here is a blog post offering more detail and any feedback or comments are very appreciated.…