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Reports across Multiple Pipelines
Hello, I currently have a sales process for a B2B SaaS and we recently shifted from 1 big pipeline to 3 shorter ones. Here were our stages * Lead-in (We can't use Leadinbox because you can't filter by address) * Cold * Warm * Reschedule Demo * Demo Set * Set Trial * Onboarding * Monitor * Ready for Close We used to have…
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Lead placement help in automatic mode
Hello everyone, I hope someone can help me! I need to figure out how to automate some processes but at the moment it's all so complicated! My leads come from ClickFunnel (Outbound) and Calendly (Inbound) I've already created the two stages in the pipeline and downloaded Calendly and Zapier integration! but I need leads…
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💸 How about emojis for Deal Stages?
I love using emojis to add impact to my sales processes. Eg. My website leads arrive with '💸 New Website lead!' - so the cash emoji gives me a certain emotional response and desire to respond. I tried adding emojis to my deal stages a while back, but it broke Pipedrive and an engineer had to remove them manually. Any plans…
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Can I enter a new deal into first stage of Pipeline?
Must an oppty be a Lead first to enter in a stage or sales cycle? How can I enter a new DEAL in one of the Stages?
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Pipedrive needs to improve the ability to sort and filter contacts/leads
I can't be the only one that has contacts with a lot of different data points. I don't mind using the create a filter function to narrow people down using certain criteria like; Location or emails sent/received in the last month. However, having to repeatedly go into the filter to narrow down or change the search is…
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from CERO to 100%
I want to speed up my lead generation process; we have almost 100 leads some show interest, some need more content, some otrhers are on the first meeting stage and few more are on the negociating stage. What do you suggest? someone to help?
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Batch create deals from contacts
I'm looking for a better way to select multiple contacts and then batch add them to an existing pipeline. I found this video that show how you can do it with automation. It's less than ideal https://www.youtube.com/watch?v=aNm-PBE2o_Q TBH it's perplexing to me that this is not something that's already built in. Any ideas…
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Change the Pipeline?
I need to only move a deal from one already created pipeline to a different already created pipeline. We realized it was created in the wrong one. What's the easiest way to do this?
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Lost Reasons by Stages
It would be very useful if loss reasons could be configured by stages on each Funnel. So that if the deal is lost in a certain stage/funnel, certain lost reasons shows and for another stage/funnel the loss reasons shown are different.
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Lost Reasons by Stages
It would be very useful if loss reasons could be configured by stages on each Funnel. So that if the deal is lost in a certain stage/funnel, certain lost reasons shows and for another stage/funnel the loss reasons shown are different.
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What would be the disadvantage of making one pipeline per service (about 2 to 5) ?
What would be the disadvantage of making one pipeline per service (about 3 to 5) ? Our business offer mostly 2 services. I am wondering the benefits and disadvantage of making one pipeline for each.
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Archive pipeline - missing functionality
I know many people use pipedrive for the multiple pipeline support. However, the inability to archive old pipelines no longer in use is a big missing piece of functionality for us. There are many times in which a pipeline is no longer needed, but you don't want to lose the deal history by deleting the entire pipeline. This…
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Filter Activities by Pipeline
Hi I have 4 Pipelines. In Activities I want to be able to filter the tasks/activities by each of the 4 pipeline easily & quickly. It does not appear obvious or possible on how to do this. I would have thought this would have been automatic. How do I implement this via a quick setting / button? thank you
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View Leads as Kanban Board
I'm currently evaluating Pipedrive, and one feature I miss is the ability to view Leads as a Kanban board as you do with Deals. For example, I could use tags, where tags are effectively set as the current "stage" of the lead: "Not Contacted", "Reached Out", "Meeting Scheduled", etc. Thanks!
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Accès visualisation seulement - pourquoi le même prix qu'une licence complète ?
Bonjour, J’aimerais savoir si je peux ajouter 2 accès pour 2 employés qui auraient seulement à visualiser la portion ''Affaire'' ou simplement un accès de visualisation du Pipedrive sans aucun droit de modifier, ajouter quoique ce soit. Il est certain que je ne peux pas payer 2 licences supplémentaires pour avoir ce type…
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Horizontal scrolling: Improve visualization of multiple stages pipelines
1.- For pipelines that it has too many stages, let's say over 10 stages (and when it is not negociable ):, to have the ability to spread the view with a horizontal scrolling at the button will be very useful, other wise it is looking very weird like: 2.- In the last case, present a better solution to show the names of…
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Disconnect leads from column created during the migration from Salesforce
We just migrated from Salesforce to Pipedrive using the Import2 plugin. We now have 2 stage columns imported from Salesforce: Closed Lost Closed Won In the PD pipeline, they are empty as the Deals in them are Lost/Won, so they disappear from the pipeline. We would like to get rid of those 2 kanban columns that are useless…
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Sorting deals in the pipeline view by last done activity
Hi, Is there a way to sort deals in the pipeline view by last activity? The default "next activity" doesn't help much in our case and the "Deal update time" is not suitable either. In fact, we're updating some deal's fields via API and this would change the deal update time. Instead, I would like the sales reps in my team…
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Shouldn't loss reasons be specific to pipelines ?
Hello, I use pipelines for: _ Pre-qualification _ Deals _ Projects (instead of the Project modules that is not helpful in my case) _ Internal Projects (instead of the Project modules that is not helpful in my case) Obviously, the loss reasons should be specific to pipelines (for the last two, it is actually a closed…
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Option to choose default currency per pipeline
We use more than one pipeline and the option to have a different default currency per pipeline would be very beneficial.
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Pipeline Stage Descriptions
We recently redesigned our pipelines according to specific criteria. It would be useful for the team to be able to refer to a description/instructions for pipeline stages (as an easy reminder).
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How do I add instructions to pipeline stages?
We recently redesigned our pipelines according to specific criteria. It would be useful for the team to be able to refer to some kind of description or instructions for pipeline stages (as an easy reminder). Is there an existing way to add information like that?
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Help with pipeline deal visibility
Hi Team, I have 2 questions: I want to add 2 sales people. I want that they both use the same pipeline, but only see their deals/leads and work. How can I implement this? Both sales peoples get leads from the same source. How can I split the leads to these peoples or automate it like the system checks if someones calendar…
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New: Improved permissions + custom fields
Hi Pipedrivers 👋 I’m excited to share some product updates to help you tailor your team’s data based on roles, safeguard sensitive information and enhance your focus in 2024. So, what’s new? Better pipeline visibility controls – keep your data safe by restricting pipeline visibility to relevant teams and roles Clearer deal…
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New: Deal card customization and pipeline sorting
Hello everyone, We're about to add two quite frequently requested features: Deal card customization (in Pipeline view) -> Available now! Pipeline sorting -> gradually rolling out to customers from now through June 2023 Let us know your feedback, how these features are helping you and what problems they’re solving in your…
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Merged: Insights: Track Same Stage Across Multiple Pipelines
This discussion has been merged.
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Pipeline: Track Same Stage Across Multiple Pipelines
Currently, each time a new Pipeline is created the stages entered are all recognized as new stages even if the same stages have been used in previous Pipelines. This means that when you create a report in Insights to look up the same stage across all of your Pipelines, the stages are not grouped and the reporting is not…
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SaaS business : How to manage pipelines ?
Hello everyone, I’m running a SaaS business and seeking advice on effectively managing pipelines in Pipedrive. Our business model involves selling subscriptions and individual products: Subscription: 1-year unlimited access to all our three products. Individual Products: Product A, Product B, Product C. When engaging with…
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Color coding the deal funnel
Another level of visual categorization in the deal funnel board would be helpful to identify categories of deals. Specifically, allow the user to color code each of the tiles, similar to how one can color code Outlook calendars with a right click. The user can create their own color system to help different types of deals…
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Filter: Show deals which INDEED reached a certain stage (and not only came past it)
We sometimes have "fast forwards" for deals in our sales pipeline. For example sometimes customers don't want a presentation of our product but directly buy that product. Then we directly forward the according deal to the "sold" stage i.e. the deal skips the pipeline stage "product presentation". If I now create a deals…