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Comment chercher les changements de propriétaires de leads ? j'ai un souci mes commerciaux change le
Comment chercher les changements de propriétaires de leads ? j'ai un souci mes commerciaux change les propriétaires de leads , je ne peux les en empêcher mais je souhaiterais visualiser ces changements . Comment faire ? Pour savoir qu'elle entreprise a changé de propriétaire ?
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Please add a way to bulk edit Organization's related companies
We would very much benefit from a way to be able to set this so that multiple medical facilities in a given region could be attributed to one welfare area. I grant you this would've been excellent to have carefully planned from the beginning, but with all the bulk editing possible, I feel like this would be a little extra…
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Connected Leads on Organisation Page
Is there a reason why leads are not shown on their respective Organisation's page? It makes sense to me that you should be able to see if there are any connected leads for an Organisation in the same way you can see a connected deal, but perhaps I'm missing something here.
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Improve or create new SMART Contacts/Organization/Deals sorting/filter by Country (or region)
In a perfect world, every Pipedrive user is creating the contacts and fills all PP fields. In the real world, he fills only a few of them, like name, phone, email or even worse - contacts are created automatically by BCC (Name+Email). This created huge problems when your sales lead says: "Hey Roman, list me all customers…
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Merged: Contacts multiple organizations
This discussion has been merged.
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Lead Information in Sidebars
When can you reach a lead from the sidebar of organizations and people? It's quite misleading without it, as Deals are shown there but not Leads.
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Feature Request: Improved maps-view to find organizations close to a lead
Hello there, we are a company selling heating systems B2C. A heating system always requires a third party installer as well, so for every end-customer, we also have to find a partner company of which we have several hundreds to chose from. Pipedrive makes it really hard to find organizations that are within a certain range…
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Company org chart
Apart from creating one externally and adding it to the organisation as a file, is there any way to create a organo chart within Pipedrive? It would be great to visually see where each contact sits in the organisation. Thank you
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Org address formatting
By default, the form of an Organization Adress is one line separated by a comma "," This is really annoying when you need to use the data in other programs. However, I noticed in a webhook payload that it lists the below: Address subpremise emptyAddress street number 20Address route Sample LaneAddress…
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Pipe view for organizations
It would be great to be able to add the Pipe view to organizations !!! and have the possibility to silo with the item we want ;) Would gladly discuss about it !
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Asking for help!
* Added a "New Customized Field" in "Organization" with drop down options * Added same Customized Field to "Person" with drop down options * Bulk edited the newly added field from drop down options of '"Organization" Challenge- The same edit does not apply for "Person" Question - How to Bulk Edit both "Person" and…
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Sorting possibility in the organization card of notes/activities/deals etc.
It would be valuable to be able to sort activities, notes, emails, files and deals so that you can only see your own ones (as an individual agent) when you are looking at an Organization or Person. For example we have one organization with 7 activities, 27 notes and 78 deals. Then it's difficult to find the ones that are…
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Organization growth chart
For the sales funnel to be Full you need enough leads / organisation's....I created a field if the organisation is qualified so it's possible to make a chart on that....How can I monitor my lead / organisation's growth ?
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Organization/Contact Insights
Hi... I'm needing to run reports on Organizations and contacts added but there doesn't seem to be any way on insights. Looking at previous requests here its mentioned that it is being developed. Can you please give an update as this is critical as we grow as a business and we need to track activity.
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Activity log
Hi, I'm trying to identify why an organisation on a few deals has changed from one company to another. Is there anywhere where I can see a log of who has accessed Pipedrive and, more specifically, what they have done?
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Coordinating and taking care of multiple Orgs
Dear Pipedrive, my company consists - through M&A and natural growth - of multiple "branches" that sometimes are practically identical to the existing company, and sometimes differ in various aspects of our business. Also, while the naturally added branches are within the existing team structure, M&A brings in new teams…
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Insights for Organizations and People seems to be totally missing?
As our ISR's call and update our database, we need to track progress and get insights into the status of Organizations and People. Ability to build reports based on Organizational and People fields and statuses. Is there anyway to do this today?
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Insights on organizations
Hello, So I want to have a report on each organisations/clients of our in Pipedrive with the following information: name, nr of deals started in a custom period of time, won deals, lost deals, sum of all deals (amount won, amount lost,) ticket size. All this in just one report. It is possible in pipedrive?
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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…
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Main Contact column on Organizations Page
Hello. I have more than 1000 organizations on my list and i want to select and see Main Contact on organization list. Who is help us there, i want to select the one person for each organization next of organization name in Organizations page. Alternatively , if we can get columns from People column , i can get the main…
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Organizations
Sometimes you just have to realize that the best answer is often the simplest and over complicating things can just make it more messy. We were kind struggling with how to organize our database from a person and organization standpoint in certain instances. Organization : property management company Person: property…
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Personalizar campos de dados = CNPJ
Criei o campo, porem ao cadastrar um CNPJ ele assume outro valor quando salvo a organização criada. Como resolver este impasse??
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Ein Kontakt zwei Organisationen
Hallo Community, ich bin neu hier und habe auch gleich schon eine Frage. Ein neuer Kunde (Kontakt) hat zwei unabhängige Firmen (Organisation). Der Kunde möchte unser Produkt für seine beiden Firmen kaufen. Wie kann ich dies entsprechend im pipedrive vermerken. Ich habe versucht dem Kontakt eine zweite Organisation…
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Types of organizations / Best practices existing ?
Hi, I'm looking for the way to create different types of organization in a pipeline. I will head for "hotels" and "harbors" in the same pipe, but the info I should provide to qualify hotels and harbors are not the same. I would not like to "pollute" the one and the other with information that only concern one type or the…
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Use of organization/company URL/domain to prevent duplication. Pipedrive currently uses the organiz
Use of organization/company URL/domain to prevent duplication. Pipedrive currently uses the organization address to detect duplicates. This is a challenge and I would like to ask that PD expand the duplication feature by also allowing for org names + domain name to used to detect duplicated. We have names of prospects,…
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HELP - Is there a way to link multiple properties (a clients real estate portfolio) to a contact or
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Reassignment of organisations on closed deals
In the past some of our users assigned the incorrect company to their deals. These deals were closed a while ago. If I switch the organisation on each of these deals to the correct company, will the CLOSED deals now be reported under the correct company?
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파이프드라이브 가이드: 엑셀 스프레드시트에서 데이터 가져오기
질문: 기존 영업정보가 들어있는 엑셀 스프레드시트가 있는데, 이걸 파이프드라이브에 올리려면 어떻게 해야 하나요. 답변: 다음 네이버 블로그 포스트 참고하세요. 파이프라인 관리 팁: 엑셀, 스프레드시트를 사용하여 파이프드라이브로 데이터 가져오기(마이그레이션) 참고자료 * Importing data into Pipedrive with spreadsheets - 네이버 블로그 포스트 원문: 파이프드라이브 서포트 페이지
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Mapping new leads/deals to existing organizations
Hi Community! We want to have our web forms create a new deal, but not a new organization. Right now, every new web form creates a new deal. (great!) BUT I don't want it to create a new organization if there is already one live! Is it possible to map this lead (create a look-up) and have them merged vs creating a new one?…