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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 they…
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List Making - Best Practices
Maybe I'm overthinking this one but, this is why I love the community. I wanted to get everyones thoughts on some list making. One of my organizations sells into many different verticals (Public Safety, Sports, Airports etc). So we've created a custom drop down for this which works great but, we're looking to get a little…
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New: Exporting Reports from Insights is live for all plans! 📊 ➡️ 📋
It's finally here: you can now export your reports from the Insights list view to CSV and XLS format. Available on all plans. See how here: Exporting data from Insights. 🧑🏫 Learn all about Insights from our Knowledge Base tutorials and our Academy video courses. 🌟 Follow What’s New and don’t miss any new releases. 🔮…
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Bulk Editing Next Activity Date
Hey everyone! Really excited to be here. I can feel this platform changing the effectiveness of my sales process already. I am wondering how to Bulk Edit the Next Activity column within the list view of my pipeline. I see how to bulk edit other categories, but for some reason I do not see anywhere to bulk edit an…
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Insights improvement: columns can now be added and removed
You can now add/remove columns within the Insights table under any chart (column, bar, pie, scorecard) or directly in the table view (all changes will be reflected in the table under the chart as well). How do you do that? * Click the cogwheel icon like in a list view * Tick/untick the boxes to add/remove your desired…
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Moving Through Contacts
Can you add a button to make it possible to cycle through contacts... perhaps in the upper righthand corner of the individual contact screen? It would make it easier when calling through a batch of contacts, instead of going back and forth to the home screen where contacts are listed.
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Are you able to archive won or lost deals so that they no longer appear on your deals list?
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Is there a way to see Recent Contacts?
It will be great if we can see recent contacts in Contact list. Recent I mean based on activity, date added, date edited etc.
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How can I see the activities sorted out by the occurrence date and time, instead of the record entry
How can I see the activities sorted out by the occurrence date and time, instead of the record entry time? It was so in the past and suddenly changed!
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Exporting contact records by date added
Is it possible to export Contacts --> People added to Pipedrive according to a specific date range. For example, I want to run a report of all NEW contact records (People) added since the last 30 day period.
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Company View
Trying to find out if there is a way to show the contacts title and email and phone from the company view? Is that possible? Thanks!
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Searching by state
How can I search for companies by state or be able to create a view that has my region as I manage TX, OK. LA and AR. I come from a SalesForce user background and used the views and reports functionality a lot. Any help is appreciate as I am doing outbound prospecting. Thanks
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Unable to Export Deals
In list view for deals when I select the 3 dots in the upper right corner the only option is "Show on Map". There is no option to export. How do I fix this?
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I have saved filters and starred them as favorites and PD keeps losing them. Please advise.
I have saved filters and starred them as favorites and PD keeps losing them. Please advise.
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Is it possible to bulk postpone activities?
Hi, In the Activities tab, you can select multiple Activities and assign them all a new Due Date, which will be the same for all. However, is it possible to bulk postpone them? For instance, let's say you have: Activity A - Due Date: 03/04/20 Activity B - Due Date: 17/06/20 Activity C - Due Date: 20/12/20 And you bulk…
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Team Visibility of lists
I would like my whole team to have the same view as the one i created for Contacts, organisations and deals. Meaning all the fields and columns to be the format view for my company. Filtering is not the option but rather the general view of the lists. any ideas?
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How can I export all the task individually per lead in order?
How can I export all the task individually per lead in order?
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Bulk editing fields from other views
I would suggest ability to bulk edit organisation fields, when you are in list deal view. Today, my use case was: export all contacts, that are under organisations, which have deals in these stages of pipeline Since there was no possibility of bulk editing, first I created custom field for deals, did filtering and bulk…
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List view with multiple pipelines
Hi, I'm wondering if a user can have multiple list views for different filters or pipelines? In list view, I have all fields that I've designated. However, Pipeline A doesn't need all fields to show in list view. Similarly, Pipeline S doesn't need all fields to show in list view. Currently, they are some fields for each…
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How can I expand my list view past 25 names?
How can I expand my list view past 25 names?