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파이프드라이브 가이드: 다른 사용자가 만든 인사이트 리포트를 열 수 없어요.
질문: 인사이트 리포트를 열었는데 다음과 같이 에러가 발생합니다. 내용을 보려면 어떻게 해야 하나요? 답변: 관리자가 일반 사용자에게 충분한 권한을 주지 않았기 때문입니다. 인사이트 리포트가 다른 사용자의 정보를 포함한다면, 일반 사용자는 다음 세가지 권한을 받아야 리포트를 볼 수 있습니다. * 회사 통계 보기 * 다른 사용자의 통계 보기 * 다른 사용자 보기 관리자는 다음과 같이 일반 사용자에게 권한을 줄 수 있습니다. 참고 * Insights: Report types from Pipedrive Help Center
Email blacklists: How to stay clear of them ⛔ 📩
Email blacklists are in place to protect customers from receiving unwanted emails or spam. That said, they also have the unintended effect of occasionally preventing marketing campaigns from reaching their audience. Ending up on an email blacklist means that your content has been deemed untrustworthy, resulting in wasted…
Ability to just add individual calling licenses
It would be great if you can just add on individual calling licenses for cold callers within an organization. many people here do not need that feature and would be a waste of money on them
Need Help - PipeDrive to Google Forms to Automate.io
Pipedrive is very weird in the things it lets you do and not do. I'm sure there is a method to the madness that I haven't learned it yet, but some of these limitations seem elementary. This may be a simple question.....we'll see: There is an "ID" tied to my deals that shows when I turn on the filter option for it. But I…
Do you face “I am not interested ” objections in your sales calls? 🙅
I am sure you must have. The usual response is putting the call down. Instead of that Kyle Coleman, VP of sales at a revenue operations platform tried something else. This is what you can use as well - Ask them - “What are you interested in right now?” Many times you will find out that your prospects have a much more…
⏰ Event: 2021 Benchmarks: How do you measure support quality? | April 28th, 2021
28 April 6:00 p.m. WEST | Webinar This webinar will show you: * Customer support quality benchmarks for your customer support organization * Best practices to improve your customer support quality * Advice and practical tips from support leaders * 📌 Enroll here At a time when your customer-facing interactions are more…
💰 ACV vs ARR: What They Are, and Why SaaS Professionals Need Them
❓Which metrics do you rely on most as a SaaS sales, marketing or management professional, and why? Reply below. With the continued shift to subscription-based software driving growth that’s expected to reach $140.6 billion worldwide in 2022, SaaS companies rely on metrics to help monitor and harness that growth. Metrics…
Planned: Global Search 🔎 💫
Prototype. Final version may look different. We are improving the way our Search feature works and looks, to give you a smoother and more thorough experience: * Search look-and-feel will be improved * See recently modified, viewed and added items * Differentiating between similar search names will become a lot easier with…
Join the Pipedrive Roundtable!
Join our Roundtable for Tips and Tricks on Friday, April the 16th 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…
Help on managing a project which runs across several months, in different countries.
We win large projects which run across several months. We're looking for help on how to forecast these projects by month across their lifetime. As an example: We win a contract with a chain of fast food restaurants for the supply of all their tables and chairs. The contract is estimated at £1m for 2021 but it is spread…
Topic of the week: Customer Success 🙌
Follow the Customer Success topic to learn and share what works and what doesn't! Making a sale is good but letting your customers know you still care after that and want them to get the most out of their purchase is even better - and coincidentally increases their lifetime value, lowers churn and facilitates upsell and…
April's New Apps Spotlight!
Check out the 4 new apps featured in this month's App Spotlight. * CallGear - allows you to divert calls to responsible employees, see who is calling or create a new lead card automatically. * FormCrafts - helps you create and share smart lead generation forms. * Scrive - helps drive sales velocity with integrated…
Inbound requests
The strongest selling point is if it’s a customer who has already worked with us. Recently the assistant of the MD of a 2019 client of ours contacted me to get a proposal for a seminar. We eleaborated a concept and afterwards chased her for a deinitie reply. Did not get it. Then their MD called me on a Friday to ask how…
Logical functions in Pipedrive
Hi everybody, I'm looking for a way to add logical functions in pipedrive like IF FIELD a=x and FIELD b=y THAN FIELD c=z. For example IF COUNTRY = UK + SEGMENT = Marketing Manager OR Sales Manager THAN TARGETGROUP=UK Marketing Is this possible with Pipedrive? What solutions are you using for similar problems? Thank you!
Manage current customers
Dear all, I have been searching the knowledge base for how to best manage current customers. My main use for Pipedrive will be managing current client relationship rather than drive new sales. Can anyone assist me in finding the best way or share experience on how to utilize Pipedrive to best manage current clients. Do you…
Multiple contacts for our Customer success team post winning
so we just brought our account managers/customer success team. they use pipedrive to make filters etc for their work. one of the things they do is they add persons to contacts and tie them to organization for who they deal with. The problem is is that sometimes' their person is different than who we talked to during the…
Now live: sharing Insights internally
⚠️ Update: Good news, this is now live! See more here. 🚀 --------------------------------------------- Increase team alignment by allowing users to share and access performance overview internally. For whom? All plans. How will it work? * All roles (admin+regular user) will be able to share their dashboards with other…
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…

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