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파이프드라이브 가이드: 파이프라인 뷰에서 거래 옆에 색상은 어떤 의미인가요?
질문: 파이프라인에서 거래 항목마다 빨간색, 노란색, 초록색, 회색 아이콘이 붙어있는데 어떤 의미인가요? 답변: 거래 항목의 아이콘은 해당 거래에 연동된 활동이 어떻게 진행되는지 네가지 상태로 표시합니다. * 빨간색 (경고): 예정된 활동 못했음 * 초록색 (진행): 오늘 예정된 활동 있음 * 노란색 (주의): 예정된 활동 없음 * 회색 (정상): 예정된 활동 있음 파이프라인 각 단계에서 거래 항목은 위 4가지 아이콘 색상 순서대로 정렬됩니다. 같이보기 * 파이프드라이브 가이드: 파이프라인 뷰에서 거래는 어떻게 정렬되나요? 영문 참고 문서 * How are deals…
Join the Pipedrive Roundtable! (This Friday, 2nd of April, 08:30 PST / 17:30 CEST)
Join our Roundtable for Tips and Tricks on Friday, April the 2nd at 08:30 - 09:30 PST / 17:30 - 18:30 CET! Join our Roundtable every 2nd Friday where we share tips, insights and help each other with our different use cases! Friday, every two weeks, we get together to improve our Pipedrive Skills! For an invite, send an…
Bulk update columns with value of another column
Hi. I am very new to Pipedrive and our team has (4 days ago) made a migration from Salesforce. We created a column to capture the original Deal Date and now we want to update the default "Deal Created" date in Pipedrive with the value from the column we created for the input. What is the best, fastest, and most secure way…
Thinking outside the box. ... use PD for your supply chain too!
We've been using PD for going on 7 years. ... We were merrily dealing with our prospects and customers when I suddenly realised that PD could handle our supply chain as well. .... (well, given our specific circumstance). We work with a large e-commerce store and often order samples be sent from our suppliers directly to…
A Sales Engine that Drives Customer Relationships, Part 2 Sales Strategy Components
Hello everyone, This blog post is part 2 which will take you through the sales strategy components of a sales engine. It focuses on the key resources, key activities, performance, and culture of a sales engine. You can check it out here. I'd love to hear your feedback & thoughts.…
🧠 Measure Your Pipeline Progress - Sales Pipeline Course: Chapter 11 | 📽️ 2 mins
https://www.youtube.com/embed/s7ejq3Ouphw?ref=community_postEven if you follow the guidance from every previous video in this series, if you don't measure your pipeline it's unlikely to ever reach its full potential. Watch this example of how measuring your pipeline will enable you to spot challenges and tackle them…
Join the Pipedrive Roundtable!
Join our Roundtable for Tips and Tricks later today at 08:30 - 09:30 PST / 16:30 - 17:30 CET! Friday, every two weeks, we get together and improve our Pipedrive Skills! For an invite, send an E-Mail to jeremy.gulley@strategtech.com or j.lubahn@the-platform-group.com. Topics include: - Managing many deals and activities at…
Thursday Topic: Success Stories 💪🏆
This week the focus is on you: tell your community peers your success stories (pro tip: you don't need to be a Pipedrive user, we just want to spread the good news!) * How did you flip that lead that seemed lost into a deal and a signed contract? * What was your lightbulb moment about the best way to approach negotiation?…
March's New Apps Spotlight!
Check out 5 new apps featured in this month's App Spotlight. * LabelCall - Highlight your brand with a personalized approach and make your clients feel welcome. Provide an individual experience for your customers. * LinkPort - Import LinkedIn contacts to Pipedrive in a click. Save hours from manually copy-pasting contacts.…
Chat bot & Live Chat tips needed!
We have recently introduced the Chat Bot > Live Chat feature onto our platform as a way to boost lead generation and to gather CSAT feedback. However, we are keen to 'see it in action' or have some examples before we settle on the flow we use, message types, waiting times etc. Is there anyone here that would be willing to…
Drafting mails from PipeDrive: layout issues
How are you experiencing drafting mails from Pipedrive and do you have any solutions on layout-issues? I feel limited by the lack of any editing possibilities regarding fonts, sizes etc. Especially when copy-pasting text from other sources. Ps.: advanced license
⏰ Event: The secret behind the success of the Estonian startup scene, by Startup Hungary | March 18t
📌 Csongor Biás (Startup Hungary) and Ragnar Sass (Pipedrive, Lift99) sit down for a fireside chat in ClubHouse and discuss the magic recipe that has made so many startups from Estonia succeed worldwide. Enroll here. ⚡ Follow Events to never miss a beat of what's in your industry's calendar! ⚡ Channels you might be…
We just acquired another company who uses pipedrive as well. How can I import their existing pipeli
What is the best process for this kind of automation?
I want to automate a bunch of Activities (say around 10) that happen in successively longer periods of time. For example when a Deal enters and new Stage, I want to follow up after 1 day, then 2 days, then 3 days, and so on. I could add them all at once, but it seems clunky to have 10 Activities all scheduled at the same…
New: Insights can now export all report fields at once 📊 🧾
Another great step forward on Insights: you can now export you report's data into a spreadsheet all in one go. For whom? All plans. How does it work? * for Deals and Activities reports * select and unselect the fields you want * click Export If you can't see the Export button, clearing the cache and cookies in your browser…
🧠 Unpleasant Things Get Results - Sales Pipeline Course: Chapter 10 | 📽️ 2 mins
https://www.youtube.com/embed/vONsJfLHwiw?ref=community_postRejection is an important part of sales. Making contact with nicer prospects, like mid-level managers is easier and conversations less stressful but you will not sell very much as you're not dealing with any decision-makers or influencers. Learn how to make the…
Will hitting reply forward the original email?
Help! I am fairly new to Pipedrive and and struggling with simple things like how to send a quick follow-up email on top of the original email. HItting Reply doesnt seem to send the original too although they appear as connected in pipedrive.
comment être conforme RGPD ?
secAvec le système d'automatisation d'envoi d'email il n'y a aucun bouton qui ne permette de faire en sorte que la personne qui reçoive l'email puisse se désinscrire de la liste des prospects et ne plus recevoir d'email. savez-vous comment faire ? Merci
How to split a contact name into first- and surname
I understand from the forum that the fuction to split contact names into first- and surname needs to be enabled individually. Can this be done via this request?
Soft Skills: Das entscheidende Verkaufsmittel, das aber fast alle Manager vernachlässigen
Soft Skills sind mit die wichtigsten Mittel im Repertoire eines Verkäufers. Die richtigen Soft Skills können Ihnen direkt dabei helfen, Ihren Umsatz zu steigern und Ihr Unternehmen zu vergrößern. Zu den wichtigsten Soft Skills gehören: * Kommunikation (am Telefon, per E-Mail und von Angesicht zu Angesicht) * Aktives…
Empty pipeline
Dear amazing ladies and gentlemen, I'm totally new to pipedrive. I'm a sales rep and my company added me to their account. My pipeline is still empty though. Question: Why is that? And do I NEED to complete the entire setup before to import the leads? A big thank you in advance. Roberto
Soft skills: The critical sales weapon almost all managers neglect
Soft skills are one of the most important weapons in a salesperson’s arsenal. The right soft skills can directly help you drive revenue and grow your business. Key soft skills include: * Communication (on the phone, over email and face-to-face) * Active listening and the ability to ask the right questions * Building a…
🧠 Make Time For Prospecting - Sales Pipeline Course: Chapter 9 | 📽️ 2 mins
https://www.youtube.com/embed/087zHpE2YT0* ?ref=community_postThe most effective way to have a healthy pipeline is to effectively manage your time. This means making time for all the essential sales activities, including prospecting. However, it can be hard to find time for prospecting, especially if you feel like you…
Question: max size for file attachment and total amount of storage available
Greetings, I have two questions about file attachment in Pipedrive: * What is the maximum size of file attachment in Pipedrive? A dev community article says you can probably upload files as long as they are at most 50 MB, but I need to give an exact size limit to my potential clients. * What is the total amount of storage…
Besuchsbericht mit Pipedrive möglich?
Hallo Pipedrive Channel, ich habe eine Abteilung übernommen und möchte nun erstmalig Pipedrive als CRM nutzen und etablieren. Da ich auch Außendienstler im Team habe, möchte ich gerne auch Besuchsberichte einführen. Kann ich in Pipedrive irgendwie (klassische) Besuchsberichte erstellen? Also: Mit wem und wann getroffen,…
2way sync Pipedrive Mailchimp GDPR challenge
We get leads from different channels. Some come from people who register on a form (no problem here). But we also target our leads ourselves, and after we have had a meeting with a potential customer we would like to keep them warm by adding them in mailchimp. But we can not add someone to mailchimp without acceptance from…

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