Pipeline View

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
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…
multiple countries, local PD
What can we do as compagny if we want to use Pipedrive for multiple countries? Each pipedrive should local managed.
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
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 !
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?
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?
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…
😀 🎉 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. 🔔…
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…
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?
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…
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…
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…
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…
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…
“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…
📽️ 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…
From a Pipedrive Pro - How to Automatically Duplicate Deals in Other Pipelines with Links To The Fir
https://pipedrive.hubs.vidyard.com/watch/VrYu2U19h92jArpw85yPqz?ref=community_postIn this tutorial, our Pipedrive pro @Luiza Salomão returns to demonstrate how to use Workflow Automations to take the manual work out of duplicating deals to other pipelines on your Pipedrive account. 🔔 Be sure to check out the full Learn…
Pipeline Selection changed to Tabs
In pipeline view, I would like to see the pipeline selection pulldown scrubbed and changed to tabs. You can still keep an edit/new button but the ability to have each pipeline as a tab would make switching back and forth between pipelines so much more efficient. There would seem to be ample screen real estate across that…
Bonjour parlez vous français ? Est il possible sur un pipeline de calculer en ligne les commissions
Bonjour parlez vous français ? Est il possible sur un pipeline de calculer en ligne les commissions des commerciaux ?
Show deal pipeline in search results
We work with festivals around the world and sometimes there will be multiple with the same name - in different countries, run by different organisations. It can be confusing with the current search bar to quickly know which deal we are looking at, as it does not show which pipeline the deal is in. See example of elements…
Custom Fields in Pipeline Kanban view as well as Sorting functionality.
I Wish we could customize our views in the Kanban view of the pipeline including custom field. I really like what Notion has done with the ability to customize the view. I believe just the fact of having additional field could provide enough information to manage a pipeline more efficiently. Right now, I'm having to go in…
Setting up a pipe for Account Management
Hey All! I work in sales and account management for a small marketing agency in Kansas City. I love Pipedrive as a sales CRM, but does anyone have any tips for setting up a pipe to manage current clients? I've set up a pipeline, but it doesn't quite flow how I would like. Any tips, tricks, or extensions would be…
Looking Pipeline funnel for graphic design studio
Hello I'm running a graphic design studio, I'm looking for an example of pipeline funnel that could help us to understand better how to shape ours. Would be welcomed any suggestion. Thanks.
How to show or hide Pipedrive data fields per pipeline
I often get asked if you can show/hide fields on certain pipelines or at certain stages. While you technically can't disable a field from showing on a particular pipeline, there is a workaround we can use. Set all your data fields to NOT display in the details view. Then go through each field and customise the…
Future Deals for recurring clients or Key Accounts without a specific deals, more like projected dea
We have a number of Key Accounts that place orders on a monthly basis. Because of the nature of our B2B business, we do not know in advance exactly when they will place the order (normally they would ask for a bid and then we get the order within a week) but I want to have visibility on the monthly pipeline by the date of…
Multimarkenbetreuung
Hallo Zusammen, wir vertreiben als Distributor mehrere Marken. Nun habe ich das Problem, dass ich zum Beispiel einem Kunden mehrere neue Marken vorstellen möchte. Derzeit mache ich das so, dass ich je Marke einen Deal erstelle. Dies führt allerdings dazu, dass die Pipeline sehr voll und unübersichtlich wird. Ich habe es…
Deleted Pipeline Stage
How do i undo a deleted Pipeline stage which i accidentally did?
Recover Leads delated from Pipeline
If I delete a pipeline do I lose those leads, and is there a way to recover delated contacts?

Pipeline View

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