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Merged: Private pipeline
This discussion has been merged.
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Stage Probability should set probability for all deals within that stage
It would be great if, when setting a stage's probability, deals that move into that stage are automatically given that probability. If they are manually changed this could override that, but the stage probability would be default, instead of the default being blank. This would be useful for us because we like to see the…
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파이프드라이브 가이드: 파이프라인 뷰에서 거래는 어떻게 정렬되나요?
질문: 파이프라인 뷰에서 거래가 정렬되는 순서가 궁금합니다. 거래명에 따라 정렬되는게 아닌가요? 답변: 파이프라인 뷰에서 거래가 정렬되는 순서는 다음과 같습니다. * 활동: 거래와 연동된 활동의 상태에 따라 정렬되고 * 생성시간: 1번이 동일할 경우, 최신 거래가 위에 오도록 정렬됩니다. 먼저 1번 '활동' 조건에 대해 설명하겠습니다. 파이프드라이브에서 거래는 이와 연동된 '활동'을 중심으로 진행되므로, 각 거래에 대해 진행할 다음 활동이 핵심입니다. 그러므로 각 거래 옆에는 해당 거래와 연동된 활동이 어떻게 진행되는지 네가지 색상으로 구분합니다. * 빨간색 (경고):…
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Idea for new feature
Wanted to share idea here: Ability for PD users to manually adjust position of Deals inside Pipeline - especially when you want to see some prioritized deals on the top of the stage(s). Just discussed this with your phenomenal Support Specialist Miguel and wanted to share with everyone here. Not sure if this is right place…
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Details for Multiple Pipelines
The nature of our business and use case is such that we have multiple pipelines. The detailed information that I would like to collect and reference for each is very different (even for the same contact or organization). We really need a way to have have different custom "details" populate depending on which pipeline a…
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My current setup in Pipedrive just isn't working.
I think I need an overhaul but I don't know what a better setup looks like. I am the equivalent of a personal trainer. I'd love some thoughts and best practices. I've been researching other CRMs to see what makes sense for me and I think that PD is still the best solution for my business but need to streamline this so I am…
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Customize "pipeline" view
Would be great if I could customize the pipeline view - I need to see who the owner of the deal is, without filtering. Would be really beneficial for managers of the tool
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Translation Mistake: Word order in the weighted total value of deals in a stage
Greetings, I found another Korean mistake in the weighted total value of deals. This is what we saw in the English version. ₩1,614,900 - 15% of ₩10.766.000 In the Korean version, however, this weighted total values are translated as follows: ₩1,614,900 - 15% 중 ₩10.766.000 This is merely a word-to-word matching between…
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Pipeline approach
Hej på Er, Hoppas kunna få lite smart vägledning och tips av lite Pipedrive rävar här inne. Kommer själv från Hubspot världen närmast men ska nu sätta upp en Pipedrive struktur för ett bolag och klurar på det här med prospektering och dealpipelines. I Hubspot gjorde vi så att vi satte upp en Pipeline som hanterade…
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multiple countries, local PD
What can we do as compagny if we want to use Pipedrive for multiple countries? Each pipedrive should local managed.
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What if, we could set ticket's informations (owner, selected fields, ...) right on pipe
Hi ! What if we could set selected informations on ticket right on pipeline's view ? It might be useful for performance when changes need to be done. quickly during weekly meeting
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Send the Zapier deals to a specific pipeline
Dear Support, Is there anyway to send a new deal from website to a specific pipeline? Currently it is going to a default pipeline and below is my Zapier setting * Trigger - New Form Entry in WPForms * Action - Deal in Pipedrive I am not able to find any settings on the Zapier end. Thanks
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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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Como posso monitorar os dados de um deal que precisa passar por 2 pipelines diferentes? Um de pré-ve
Como posso monitorar os dados de um deal que precisa passar por 2 pipelines diferentes? Um de pré-vendas e ao sair do processo entrar no pipeline de vendas. Não faz sentido o deal não conter registro do seu ciclo completo. Alguém pode ajudar com isso?
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Boa Tarde Pessoal! Quando o negocio é colocado como perdido por um executivo comercial e depois outr
Boa Tarde Pessoal! Quando o negocio é colocado como perdido por um executivo comercial e depois outro executivo solicita a conta...qual a pratica correta? transfiro o negocio perdido também ou apenas a Organização?
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Boa tarde pessoal, alguém pode me informar se quando arrasto a etiqueta de um cliente (ex:) do prime
Boa tarde pessoal, alguém pode me informar se quando arrasto a etiqueta de um cliente (ex:) do primeiro estágio do funil (Novos leads) diretamente para o terceiro estágio (V1), o pipe contabiliza que passou pelo segundo estágio?(primeiro con..) Ou preciso arrastar para o estágio dois e depois para o três para ele…
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Ability to rename Deals
Would like to be able to change the language for "Deals" (ex. Opportunities).
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Deals compartilhados
Olá! Gostaria de sugerir que seja possível um deal ter dois proprietários em funis diferentes. Contextualizando: Sou um consultor comercial e tenho um consultor técnico que trabalha o mesmo deal, porém em outro fluxo. É importante para um saber as interações que o outro está tendo com o deal, porém não é viável trabalhá-lo…
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😀 🎉 NEW: Emoji support in your Pipeline and Stage names 🎉 😀
What? You can now make your Pipedrive stages and pipelines truly unique using your favorite emojis! For whom? All plans How? As you are renaming your pipeline or stage, just press Command + Control + Space (Mac), or Windows logo key + . (period) on your Windows computer to see your emoji keyboard pop up on your screen. 🔔…
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Myyntiputken arkistointi
Moi, onko olemassa mitään fiksua konstia arkistoida tai vaihtoehtoisesti poistaa näkyvistä kokonaista myyntiputkea tuhoamatta sitä? Meillä on yksi myyntiputki kohderyhmään, johon myynti saatiin ensin hyvään alkuun, mutta koronan takia pysäytettiin kokonaan ja sitä saatetaan jatkaa joskus tulevaisuudessa mutta ei ainakaan…
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Moving a deal to different stage based on an Email open
I attach quotation / proposals to email using the documents feature with tracking on open. Is it possible to move the deal to a different stage when this happens?
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Insights help: revenue by activation, not close date
Hi, I'm trying to look at my weighted revenue pipeline and can't seem to find a way to show it based on distribution; I can only seem to see it based on expected close date and the whole deal value is added to that month. For context: I run a media company and a deal might be $10,000 per month for 6 months actualising…
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Tile - Pipeline
@Mike van der Valk thank you for your answer on my question about the tiles on pipeline. I have reviewed the videos and the information available online, but couldn't find a way to customize the tiles themselves, like below. I would like to add more info there, such as product, probability and expected close date, for…
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Any recruitment people working in Pipedrive
Hey guys, My name is Coen from the Netherlands. Right now we are integrating everything in Pipedrive for our recruitment agency. However, we are still figuring out the best practices to implement everything in our company. So, are there any other recruiters here who have some tips regarding the funnels, integrations and…
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Deals and Pipeline set up for Saas Subscription products
Our SaaS product is sold on a Marketplace, each trial and sold licenses is converted into a deal in Pipedrive. I'm looking for advice on how to handle the deal once it is lost (ie: the trial is not converted into a sale, a subscription is not renewed...). Do you leave the deal in the Pipeline? Did you add a special lane? I…
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Multiple Pipedrive work flows with separate or unique Detail fields
Hi Pipedrivers. I'm trying to run 2 brands from the one instance of PD. I'm wanting to capture different information that is relevant to those brands. Currently I have to separate instanced of PD and its effecting our ability to cross sell / capture client data. I'm wanting to combine instances, but under separate…
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“Custom fit Pipedrive to your business needs” webinar Q&A. Unanswered questions
Hi dear Pipedrivers! Many thanks to all of you who were able to join James Campbell and Tonya Kilgore at the webinar last Tuesday. Today we are happy to let you know, that Tonya and our greatest Product team have finished answering your questions, that we didn’t have time for at the webinar. Find the Questions & Answers…
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📽️ Webinar | Custom-fit Pipedrive to suit your business’ needs | September 7, 2021
Register now 📍 | Tuesday, September 7th | 7am PCT / 3pm GMT Join Pipedrive pro @James Campbell and Customer Success team lead @Tonya Kilgore for a discussion and Q&A session on how to make the most of features like Custom fields, Multiple Customizable Dashboards, and Multiple Pipelines that help you to adapt Pipedrive to…
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Merged: Feature Request: Custom Fields, that apply only to certain pipelines
This discussion has been merged.
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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…