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How to make Bulk Transfere from one funnel to another funnel
How to make Bulk Transfere from one funnel to another funnel
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Is there a workaround on assigning a deal to two pipelines? I have process with two parts. presale p
Is there a workaround on assigning a deal to two pipelines? I have process with two parts. presale phase and install phase. And stages for my deals overlap in the two phases/pipeline. thoughts pls?
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Lost reason combination of predefined and free-form
Hi, We have setup PD to allow for predefined Lost reasons, but also allow entering free-form lost reasons in addition to predefined options. This allows us to both have structure for reporting purposes as well as more qualitative data on the reasons lost. See screenshot 1. This works well, however now want to use the List…
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How do you deal in pipedrive with a deals, which are lost for now, but you can contact and try them
How do you deal in pipedrive with a deals, which are lost for now, but you can contact and try them in the future after few months? And how to effectively remind them in the future?
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Best practices/experiences in comprehensive pipeline restructuring
Hey there! We are currently in the midst of restructuring our Pipedrive to depict our whole sales process in one pipeline for ease of reporting and enhanced visualization. At the moment, we're working with an outbound, opportunity, and customers pipeline. When a deal is set to won in one pipeline, it's duplicated in the…
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How are people handling deals that are cancelled by the Pandemic?
How are people handling deals that are cancelled by the Pandemic?
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How to build a sales process with steps and mandatory activities for each stage Stage: Lead
Step. Ke
How to build a sales process with steps and mandatory activities for each stage Stage: Lead Step. Key decision makers have been identified Step. Supplemented contact details Stage: Hot lead Step 4. A valuable reason for contact has been established Step 5. Contact has been established Step .6 Contact based on…
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RFE: On deal view - be able to see deals that are "fresh"
I would like to look at a deal window for a sales-rep ... and they may have 50 deals ... I would like to see which ones were "touched" this week (or day or 2 weeks or month, etc...) Then we can discuss those that were touched, and those that were not.
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Is it possible to hide those deals that have been completed?
Is it possible to hide those deals that have been completed?
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While creating a deal via api, is it possible to create it under a specific pipeline???
While creating a deal via api, is it possible to create it under a specific pipeline???
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Add a Drop Box
It would be nice to add a Dropped Box to Pipedrive for a deal status. Sometimes with our contracts, we do not win or lose the contract. Instead, the contract just drops. We do not want this to negatively impact our company stats. I think this would be an easy way to differentiate. Thanks!
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How can I see All Pipelines
I would like to find out if a feature exists so I can see All Pipelines in the main Pipeline Home Screen, as opposed to separate screens. I have two divisions under the one company but sometimes I would like to see them all similar to the Stats reports screen.
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Pipeline View 🚀
19/03/2019 Pipedrive helps you keep track of your deal progress by providing you with information about your deals based on what pipeline stage they occupy in your Pipeline View. The pipeline stages are defined by an Admin User in the company Pipedrive account. To learn more about customizing your stages, click here. The…
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Choosing Pipedrive
I first heard about Pipedrive from a podcast while walking for exercise one winter evening. It may have been a February evening. It may have been snowing. I’m not 100% certain which podcast it was, but I liked what I heard about Pipedrive being laser-focused on moving deals through a pipeline and closing them. I had just…