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Having multiple versions of 1 "product" within one deal
Hello all! I hope you can help me with this. We produce and set gravestones. In many offers we create, I give our client 2 or more options. A single option contains multiple products which I will group. Some product groups are going to be present in all of the options while 1 or 2 may vary. Do you have a best practice as…
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Can I get just one person on the Professional package when everyone else is on the Advance package?
We are needing the ability to get just myself to have access to creating extra Dashboards for tracking the sales team, but to get this we need to be on the Professional plan, however we dont need all the additions that come with it. We have 6 team members on Advance, but we only need 1 person on professional, whats the…
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Filtering to show deals that recently moved from Lost to Open
I can't find a way to filter deals that were switched from Lost to Open within the last month. I can find status changes, but there is no option to show stage changes.
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Increasing the calculated fields' capabilities
The calculated field "automation" is very useful when trying to streamline entries of leads that need some sort of basic calculation for multiple fields. However, I can assume that a lot of companies use far more intense calculations for certain fields, usually monetary ones. It is both very difficult to copy a formula…
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Is there a way to automatically associate activities with the contact's organization?
Anytime a new activity is created from Calendar Sync it links the contact but not the Organization or Deal. Is there a way to automate this so that it completes those fields automatically? My ideal automation would be: Trigger: Activity is created or updated AND Contact is not Empty Linked Organization is Empty AND/OR…
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About World Map
Hello, We work currently 45 countries all around the world. I would like to see this countries on world map. Also ı can understand which countries are empty to work or not. Is there any chance to add world map to Pipedrive ?
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Following deals board
Hi, from time to time there appears a need in our company to have a filter of the following deals on the Pipeline as it would help to following interesting deals more efficiently and react quicker. Do you have such a functionality in your backlog? Thanks! Dalia
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Activity Visibility Problems
We have notes and pictures that we enter into most of the activities we create, and it seems like a lot of our pictures are to large to be hidden in the notes. They're too small to use the "minimize" arrows in the top, meaning they can't be hidden, but large enough that they take up a lot of space in lead history. Is there…
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How do I create visibility of open and won deal in my pipeline?
I have a rather different business where there are multiple steps to winning a deal. Basically, a deal can be won at stage 4, and then over the course of the next 3 stages, it is possible to lose the deal still and or win a much bigger deal on that 7th stage. I want to show the deal as won after the 4th stage, but I want…
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Errors on automations highlight the faulty data
Whenever automations fail, the data that caused it to fail should be highlighted for easier problem solving.
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Account Management After Deal Won
Hello All, I'm curious if there is an optimal method for managing customers' "accounts" after a deal has been won. We are a company that sells cosmetics B2C and also B2B. We primarily use Pipedrive for managing our B2B sales, but once we make the first sale, we struggle to find an optimal way to stay on top of their…
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Duplication's feature improvement request
Any likelihood of developing the duplicate contacts/companies feature to perform "fuzzy" searches and/or for the user to define which fields PD looks for duplicates?
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Help us help you BUILD BETTER APPS: Share your feedback in our survey! (CLOSED)
EDIT: This survey is now closed, thank you all for your input. Hello! I want to invite you to participate in our first Developer Success survey📋️. We seek feedback from people who built, are currently building, or plan to build an app/integration with Pipedrive. The survey aims to understand how we at Pipedrive can better…
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Lead Assignments by Region or Country
Hi there! I have sales teams in different countries. How are you assigning Deal owner and pipeline for the UK vs. US? They'd be an English form, but a different owner. Normally I would do that using a country pull down menu, but the address field is all merged and doesn't have a country field.
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Share activity notes in slack
We share meeting results in our company both in Pipedrive and in slack. Since we don't want to duplicate content, we write meeting notes in Pipedrive and then share them in Slack in a specific channel. Currently, there is no option to just share a link to an activity which is why we started to take screenshots of the…
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Setting up recurring payments
Hi, Would love to streamline how I collect payments once a deal closes. I have pipedrive, use qwilr for proposals and my process is really clunky. I’m torn between stripe & gocardless for single / recurring payments. I want to be able to have someone accept a proposal on a call, send them the deposit payment link straight…
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How to connect one mail address with different contacts?
Hey there, I was already in contact with customer support, maybe one of you has a workaround for this issue (if this is not the right category, I'm sorry): I am currently in contact with a management regarding different Podcasts. I created a new contact in Pipedrive for each Podcast. However, I only have one email address…
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SUGESTÃO - Pipedrive Add-on Gmail
Boa tarde, Hoje percebi que para cases bem específicos de algumas empresas há uma necessidade de uso do Add-on do Pipedrive dentro do Gmail (https://www.pipedrive.com/en/marketplace/app/pipedrive-for-gmail/23dd8a34f46e775c). Base de conhecimento: https://support.pipedrive.com/pt/article/pipedrive-gmail-add-on O que não é…
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Completed Activity filtering on Deals
Having a filter on each deal to filter completed activities by type for that specific deal. This would help to further streamline account review / lookup time. I.e. reviewing particular milestone activities on account vs. scrolling through 3+ months of activities on the account
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Email Template Flaw / Shortcoming
There are many use cases to send an email from inside a specific record (person or deal) to another party (vendor, referral partner, outside partner). These would include status updates, outside vendor orders needed to process a deal won, or a simple thank you's to others attached to the deal. These emailed orders and…
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Payment schedule - maximum number of payments
Hi, our client has long term contracts ( life insurance etc. ) and we need to create payment schedule, but there is a limit of 2 years . So this is very short interval. Is it possible to extend this limit or do you have same advice how to solve this? Thank you Lukas Hala
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Embed Insights onto SharePoint
We are building out our internal team SharePoint page and we would love to embed our insights graphs to get the visual to show without needing to click on the link to open the URL
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Any chance we get a Tax exclusive option for deals anytime soon?
I'm aware this has been asked before. There even seems to have been a "coming soon" marker in the UI at some point two years ago, but the option isn't available to me. So I'm bringing this up again. Any chance we get this soon? Otherwise the whole Deal pricing thing doesn't really work for us in a B2B context... Past…
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Is it possible for an automation to create an activity in a variable number of days based on history
I wanted to make an automation that schedules a call if I made a call and it was not answered. However, I want to make it variable so that if I had called the contact twice already in the last week then the activity is scheduled for a week from today but if I hadn't called the contact at all this week then the activity is…
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Can we add GTM code to iFRAME Url for our pipedrive forms so we can use Google tracking?
Hi there - we want to implement tracking through an iFrame using Google Tag Manager. How do we add a GTM code to the iFrame URL? I note a while ago it wasn't possible - has this been updated please Thanks Katie
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Custom Checklist import in bulk to Projects
Most of our template stays the same throughout the different customers and projects. We have hundreds of clients, so making a custom template (which are long) is not efficient. Is it possible to customize the tasks ( add those very individualized tasks) in bulk ? I know I can add them one by one but that is not very…
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User support service. Processing requests for correction of errors.
Good day! I'm an integrator, using the Pipedrive CRM system for client projects. In the course of the implementation work, I encounter errors in the operation of the system, and there are also wishes to improve the functionality. Now for customer support. The first line of technical support is just great. Attentive,…
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Concern Regarding Potential Removal of Crucial Feature
As a loyal supporter of your company for almost eight years, I would like to express my concern about the potential removal of a critical feature that is essential to our business. I am referring to the ability to click on the address of a deal while in the deal view, which opens the map view and allows us to use the "Show…
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Use Pipedrive for cross selling and up selling existing customers
Pipedrive works best for closing new deals. How to set up Pipedrive, for cross selling and up selling existing customers? - This would require, allocation of customers to sales people. - Maintainig data like, existing services which customer is using, priority, etc - They shall interact with their set of customers of…