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Pipeline Stages - Copy Stages into new pipeline?
Is it possible to copy existing stages in one pipeline wihout having to recreate the stages in each new pipeline?
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CALLER PROBLEMS
We want to continue using Caller. The Pipedrive team needs to do a study in this direction
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artificial intelligence367
Hello everyone, I'm looking for an artificial intelligence application that I can train. ChatGPT is an application similar to Writesonic. I want to make my customers give automatic answers with this application. I would appreciate it if you could help. Good Works, Best Regards
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(EN ESPAÑOL) Evento digital gratuito - Workshop LIVE Pipedrive CRM
Get onboard in spanish with Pipedrive CRM! Empieza a usar tu sistema Pipedrive CRM en español! Participa en este evento gratuito para configurar tu CRM. Participa aquí: https://app.livewebinar.com/902-055-190 Hemos creado un espacio para ti y tu equipo de ventas o marketing, aprenderás en vivo a usar tu herramienta CRM…
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Mapchart graphic - how can I insert it?
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chinese videos
can you sahre the link to see videos - how to use PD- in chinese? please!
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Pipedrive-koulutusta nyt myös koko kansalle
Tarjoamme asiakkaillemme veloituksetta jatkuvia Pipedrive-koulutuksia. Ajattelin poikkeuksellisesti vetää nyt kaikelle kansalle avoimen (ilmaisen) koulutuksen aiheesta Pipedrive Campaigns. Pistäkää peukkua tälle postaukselle, niin saatte ilmoittautumislinkin tuohon. Merkatkaa kuitenkin päivämäärä valmiiksi: 31.5. Mitkä…
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Boa Tarde Pessoal, alguma empresa gerenciar multiplos produtos no pipedrive onde cada produto tem di
Boa Tarde Pessoal, alguma empresa gerenciar multiplos produtos no pipedrive onde cada produto tem diferentes tipos de precificação e estaria disposto a fazer uma breve reunião de benchmarking? / Good afternoon everyone, is there any company that manages multiple products on the pipedrive where each product has different…
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🎓NEW ACADEMY COURSE 🎓
https://pipedrive.hubs.vidyard.com/watch/oo2X4PQpVBqekZorE1UdzV?Email marketing 101: How to be exceptionally good Want to avoid the spam folder? How about building and segmenting a healthy marketing email list? There’s plenty more to learn if you’re new to the wacky and wonderful world of Email Marketing. Join our best…
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🎓 NEW ACADEMY COURSE 🎓
Email marketing 101: How to be exceptionally good Want to avoid the spam folder? How about building and segmenting a healthy marketing email list? There’s plenty more to learn if you’re new to the wacky and wonderful world of Email Marketing. Join our best email marketing experts @Gints Branks and @Janis Rozenblats from…
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Durchschnittlichen Umsatz pro Kunden anzeigen lassen
Hallo zusammen, wie kann ich mir selber bei den Einblicken in Pipedrive einen Bericht erstellen lassen, wie viel Umsatz ein Kunde durchschnittlich pro Monat, Quartal oder Jahr macht?
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tagging multiple users in Pipedrive comments at once
It would be great to have the option to set up "departments" vs having to tag each individual user. Ex tag @Sales vs having to individually tag each sales member's name. It would save a lot of time and keep comments compact in Pipedrive deals.
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[Advice] WPForms->Zapier->Pipedrive. Multi choice mapping issue
We have a WPForms that has a multi-choice dropdown field. We would like to map this into a Multiple options field in Pipedrive. The Pipedrive field has the same options available as the multi-choice drop-down that the form has; despite this, I can't get the data to pass through into Pipedrive. Am I trying to do the…
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Deals List - Export Data
I am not seeing a way to add a column for "Parent Organization" to my deals list. Does anyone know if this is possible? It would be extremely valuable to my business if we could export a deals list with the option of seeing parent organizations information. I don't think this would be that difficult of an option to add to…
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hello all, I would like to ask you if there is a way that the active ticket that a client has on fre
hello all, I would like to ask you if there is a way that the active ticket that a client has on freshdesk could be displayed on pipedrive as well. Thank you
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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…
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How to Forecast Commission from revenue earned on the close of a deal?
HI. So lets your an independent sales agent and the Value of a deal your about to close is USD 1000 and the commission your about to earn from this is USD 200. How can you put this information in pipedrive? Thank you.
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🎥👀Pipedrive Academy Highlight: New Web Visitors Add-On demo is live!
https://pipedrive.hubs.vidyard.com/watch/bEVTJYKShYzTBrdubgqChE?In this video you'll learn how to use the Web Visitors add-on to create custom segments of engaged web visitors so you can cater your outreach and make a lasting impression. 🧠 To see more how-to videos like this and even get video demos of upcoming feature…
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🎥👀Pipedrive Academy Highlight: New Insights Tutorial is here! (with Goals)
https://pipedrive.hubs.vidyard.com/watch/CXW1KFEbWtagUGgR5Bohb8?Insights has been rapidly improving as you all probably know. With the Goals feature brought back into gear it was time to refresh the tutorial video on Insights. I hope this helps many of you who are getting into the swing of the new reporting system. 🧠 To…
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Pipedrive Academy Highlight: How to Make Calls from Pipedrive on your Desktop or Mobile Phone
If you haven't seen it or tried already - the Pipedrive Caller is your best solution for making quick calls to your contacts while automatically storing the actual audio file in your deal and contact profile - shaving off more valuable time for you and giving you peace of mind that all your data is in one place. 🧠 To see…
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👀 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. 🧠 So if you enjoy a…
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If your ever comparing pipedrive plans, the following is a great resource for video demos and I asse
See attached pdf for comparisons on a download and link for demos. https://www.pipedrive.com/en/academy/courses/full-demos
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how to sort people by interests
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Has your team and business been helped in the past by our support team or our help content?
Hi Pipedrivers 🚀 I'm Mike, the product manager responsible for our Support & Learning area including, but not limited to: * This Community * Our Academy * Our Knowledge Base * The Help Center * The in-app quick help including the chat with our support team (see image) I use data to understand our value, but I'm curious to…
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Academy Webinar: "Lead the way: Why culture is key to growth" 📈 🌱
Join us for our first episode of the "Lead the way" series in our Academy, where Caroline Chayot (Atomico), Marie Moesgaard (Pleo) and Cláudia Moreira Leitão (Pipedrive) discuss how companies can successfully scale their business by keeping their DNA. ❗By the way... did you know you have an entire Pipedrive Academy full of…
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Pipedrive Academy is now available in all of our 17 Languages
Our Academy features CRM training videos and tutorials to help you level up your CRM and sales skills, from quick CRM courses to in-depth tutorials on specific features. Get your team started here