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Mailigen Syncbot to Pipedrive actions
Great Interaction with Pipedrive support yesterday. I was typing up an internal note but I figured to share. I am thinking of putting all my pipedrive notes on posts so I can have everything in one place and share a little bit of knowledge. Mailigen syncbot to pipedrive supports - The options are that you can: * - Createโฆ
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Creating a report of deals that lack certain information
Hey, I tried my best but failed so far. I'd like to create a report (a list view) of all the deals that lack certain information like Lead Source (custom single option select field). My need is to: - Be able to create a list of deals that are missing f.e. Lead Source information so I can give it to my Sales Reps so theyโฆ
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๐ง How to Add More Deals - Sales Pipeline Course: Chapter 4 | ๐ฝ๏ธ 2 mins
https://www.youtube.com/embed/doWLnPT9N3MThis video is about the first of 4 levers of pipeline flow: adding new conversations to keep your pipeline flowing. Timo also outlines the 3 steps to having a healthy sales pipeline and explains that you need to continue to find new sales opportunities in order to put newโฆ
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New: Note Scanner for Android mobile app live this week! โ๏ธ ๐ฒ
Pipedrive Note Scanner for Android What? For those who like to take notes with pen and paper, Note Scanner allows you to transcribe your handwritten notes or print documents into Pipedrive! How? * Click the Notes Scanner button in any Note view in the mobile app. * Take a picture of your writing/printed text. * Notesโฆ
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January's New Apps Spotlight
Check out 4 new apps featured in this month's App Spotlight. * Apiway - allows you to connect Pipedrive with 30+ other services for free. Apiway is a free alternative to Zapier. * EasyCalendar - an appointment scheduling CRM that helps you create appointment with your prospects. * Mapsly - allows you to analyze andโฆ
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Ich habe eine Frage zu Label Funktion in Pipedrive ( siehe Video )
Danke Ich habe weitere Labels vergeben. Sie tauchen aber in der Workflow Automation nicht auf. Nur die 4 Standard Label sind dort. Gruร Florian https://www.loom.com/share/0599ddbba49742aa93867299ca6e9dc9
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๐ง Sales Pipeline Course: Chapter 3 - Get Your Pipeline Stages Right | ๐ฝ๏ธ 2 minutes
https://www.youtube.com/embed/yKqM-IcmtCATo define the stages of your sales pipeline, you need to work out the stages in your sales process that your team follows to get customers. Doing this saves time and gets everyone in sync. It also helps you set more specific activity goals. In today's chapter, Pipedrive Co-founderโฆ
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Do you know which channel your prospects like to be reached out on?
https://www.youtube.com/watch?v=Yy1puXAvEWM
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๐ Have you seen the Pipedrive Academy yet?
https://pipedrive.hubs.vidyard.com/watch/2Kc9K4SV3kHuf51N5z19Ca? If you didn't know - now you do. The Pipedrive Academy is where you can see all of our video content in one place without any distractions. You can learn all the basics of Pipedrive plus access a lot more How-To content and webinars. ๐ง So if you enjoy aโฆ
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Mailigen Subscribers from multiple sources
Ok, So we are getting started with Mailigen and I have a question about if something can be accomplished. We will have a newsletter that goes out and we want it to go to a group of people that originate from pipedrive and also that originated from an imported spreadsheet directly into mailigen because we don't want aโฆ
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email lists label
If you are adding a custom field to your people records to define which email lists they will be a part of you can get a little fancy by adding a trademark label to the field description. On a mac press option and the number 2 for โข.
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โฐ Event: Feature Canvas for Your Next Product or Service Idea | Jan 26th, 2021
Explore the framework to start working on a feature or idea, keeping in mind users, problems, and context. ๐ Who is it for? Product leaders, researchers, UX/UI designers, marketers, CX leaders, and everyone interested in building human-centric products and companies. Register for free here. ๐ Follow our Events topic to getโฆ
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Deal moves to different organisation
Hi everyone, I'm having a lot of issues with deals changing to different organisations when a contact moves to a new company. I walked through this problem a couple of months ago with someone from the Help team but didn't really solve it. For example, Joe Smith moves from ABC organisation to DEF organisation. When I lookโฆ
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๐ง Set the Right Kind of Goals - Sales Pipeline Course: Chapter 2 | ๐ฝ๏ธ 2 mins
https://www.youtube.com/embed/asjT8AY5WE4In this chapter you'll learn why it's important to set activity-based sales goals and how you do it. Setting activity-based goals helps you deal better with rejection and focus on the deals that are important. It also helps you plan your day and work out what you need to do to closeโฆ
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New: Leads API scope added by Zapier ๐ค ๐ ๐
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What does this mean, what do I need to do? If you're one of our 20,000 users who have installed the Zapier app you probably already received a notification about this from Zapier, but no harm in announcing it here too. To take advantage of this new API scope (building zaps that utilise Pipedrive's Leads), simplyโฆ
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New: Goals in Insights! (gradual rollout) ๐ฏ
Why? For the users who already enjoyed the Goals feature in the previous incarnation of Pipedrive's Reports, this needs no explanation -- and you certainly voiced how much you missed them during this transition period, for which we appreciate your patience. ๐ For the users who already joined us in the Insights era: Goalsโฆ
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New: OneDrive and Sharepoint now in Sales Documents! ๐
Why? Work with your everyday business applications: now you can integrate Sales Docs with leading cloud storage service platforms like OneDrive or SharePoint (as well as with Google Drive, which users could integrate already) to ensure your documents are kept secure and accessible, all in one place. For whom? Users in theโฆ
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Are your cold emails are getting caught as spam? Here is a solution!
The most common reason for your emails getting marked spam is this - When people to whom you are sending these emails, mark your email as spam You are a tea seller who is doing cold email outreach, you reach out to everyone in your city where a group of passionate tea haters also live. Once this email reaches out to them,โฆ
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Sales Objections Tool: Tell us the objection. Get expert responses. ๐
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Browse, copy, download and even save favourite responses by: Time | Price | Need | Trust | Competition | Authority | Industry We know it can be frustrating to receive objections from prospects, but there are techniques you can use to counter with confidence. Weโve reached out to some of the top-notch sales teams usingโฆ
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Hello Pipedrivers! Question about the use of CRM software for B2B companies
I am writing a report about how CRM softwares can enhance the performance/efficicency of B2B companies and about why a CRM software is useful especially for companies in the B2B Market. Does anyone have any information about this? Any comments, your own experience or links to access articles/data about this topic would beโฆ
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ํ์ดํ๋๋ผ์ด๋ธ ๊ฐ์ด๋: ํํฐ ์ค์ (์ฑ์ฌ๋ ๊ฑฐ๋์ ์งํ์ค ๊ฑฐ๋ ๋์์ ๋ณด๊ธฐ)
์ง๋ฌธ: ํ์ดํ๋ผ์ธ์์ ์ฑ์ฌ๋ ๊ฑฐ๋์ ์งํ์ค ๊ฑฐ๋๋ฅผ ๋์์ ๋ณด๋ ค๋ฉด ์ด๋ป๊ฒ ํด์ผ ํ๋์. ๋ต๋ณ: ํํฐ ๊ธฐ๋ฅ์ ์ด์ฉํ์ฌ ์ํ๋ ์กฐ๊ฑด์ ์กฐํฉํ ์ ์์ต๋๋ค. * ๊ฑฐ๋ ์ํ๊ฐ '์งํ' * ๊ฑฐ๋ ์ํ๊ฐ '์ฑ์ฌ' ์ฑ์ฌ๋ ๊ฑฐ๋์ ์งํ์ค ๊ฑฐ๋๋ฅผ ๋์์ ๋ณด๋ ค๋ฉด, ์ ๋๊ฐ์ง ์กฐ๊ฑด์ OR ๋ก ์ฐ๊ฒฐํ๋ ํํฐ๋ฅผ ์์ฑํ์ธ์. ์์ธํ ๋ด์ฉ์ ์ฒจ๋ถํ ๋์์ ์ฐธ๊ณ ํ์ธ์. ์ฐธ๊ณ * Filtering - from Pipedrive Knowledge Base * ํ์ดํ๋๋ผ์ด๋ธ ๊ฐ์ด๋: ๊ณ ๊ฐ ๋ชฉ๋ก ํํฐ๋ง * ํ์ดํ๋๋ผ์ด๋ธ ๊ฐ์ด๋: '๋ถ๊ธฐ๋ณ ์์ฑ ์งํ์ค ๊ฑฐ๋ ๋ณด๊ธฐ' ํํฐ ์ค์
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Tips for Improving Your Presentation Techniques
Hello, in our work with clients we help them develop skills on "storytelling", thought I'd share this blog post on "5 Quick Ways to Drastically Improve Your Presentation Technique". You can check it out here ... https://academy.dotankdo.com/blog/5-quick-ways-to-drastically-improve-your-presentation-technique/ย
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๐ง Understand the Numbers Game - Sales Pipeline Course: Chapter 1 | ๐ฝ๏ธ 2 mins
https://www.youtube.com/embed/AFvgwM9D5a0Welcome to the beginning of our Sales Pipeline Course! In this first short video, Pipedrive Co-founder Timo Rein helps you understand what a sales pipeline is and how it can help you grow your sales. Depending on your industry, these stages may be different but the principle is theโฆ
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In Case You Missed It - Here's What Happened in 2020
https://pipedrive.hubs.vidyard.com/watch/58K22YbKStqoBQVzYC5sni?Taking a look back into 2020 - it was a historic year for obvious reasons. Click here to see more videos and webinars from 2020. ๐ Want more details? Read all about it in our blog article: ๐ฌ๐ง in English | ๐ฉ๐ช auf Deutsch