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Publishing listings to Facebook & Instagram shop true Pipedrive with our Publisher.
Dear Pipedrivers, We are building a real estate extension that allows you to * Publish the property on your Facebook shop * Publish the property on your Instagram shop * Collect lead information on deal level in PIpedrive It allows you to run dynamic adds with a verry low cost. You will be generating allot more showings…
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Community Roundup - Volume 7 🗣️
Hope everyone had a restful weekend! If you are looking to get your mind running again, check out these posts from our Sales Community and join in on the most interesting discussions: 🔥 How Can You Replace A Salesperson Without Harming the Relationship With The Customer? 🔥 How To Share Deals Externally Without Sharing…
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Impossible to use contact tags in workflow automation ?
Hi, I would like to use tags in my workflow automation : for instance update a field if the contact has a specific tag, and update it if the contact has not anymore this tag... It there a way to do it ? or do i have to use Zapier ? Thanks Jean
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Template field clickable
Hello people, I've created a trigger that sends an email to a deal owner when there a new deal. In this email i use the 'Organisation' and 'Contact' field. This ends in the email as plain text. Is there a workaround that presents a link to the specific deal? Thanks, Rob
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Community Roundup: Volume 2 🗣️
Our Sales Community continues to thrive on very interesting conversations between our members! 💪 Check out the links below to see a handpicked selection of some of the most interesting discussions and join in the conversation. Product specific discussions 📦 * How to Manage Won Deals in Pipedrive * Best Way to Directly…
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Help needed. Is there a way to clone your Pipedrive environment for another sales team/customer? If
Help needed. Is there a way to clone your Pipedrive environment for another sales team/customer? If I configured Pipedrive for one client and another client in the same industry likes most of what they see, could I clone that environment for a second client and then customize it? Trying to save time doing the setup from…
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Would anybody be interested in: That a Pipeline is separated into Stage Groups with sub-stages? Thes
Would anybody be interested in: That a Pipeline is separated into Stage Groups with sub-stages? These Stage Groups could be addressed via automation to.
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Setting sales budgets with Advanced Subscriptions
Hi all, has anyone been able to allocate a budget by month/qtr/year per user and or company with only an advanced subscription type?
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How to track efforts to build referral sources
I own a private therapy practice. Referrals from other professionals is the lifeblood of my business. When email, call, and meet others I want to track my efforts. Also, I want to track how many referrals each person has sent me and how many I've sent them. How do set up Pipedrive to do this? Thanks so much, ~ Ric
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Hey Pipedriver's! New user alert. With customer experience in mind, do you prefer using Scheduler or
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💡 Overcoming Objections in Sales: "I'm not interested"
https://www.youtube.com/watch?v=7JqmuwWq8gw"I'm not interested" is one of the most disheartening objections you can hear. So, what persuasion techniques can you use to turn the conversation and even set a meeting at the end of the phone call? We'll help you with this video, which includes follow-up questions and concerns…
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Community Roundup - Volume 6
It's Monday, you know the drill! We selected the most interesting discussions going on in the Community and deliver them to you on a silver platter.✨ Check out the links below and join in the conversation: 🔥 Overcome Long Sales Cycles 🔥 Including Videos in Emails 🔥 Workflow Automation Tips from Users ➡️ Follow the…
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Downloadable Sales Calendar: What Key Events Should be in your Diary in 2021? 📆
Although many of the year’s key sales events in 2020 moved online, they still provide key opportunities for sales professionals to learn, promote their brands and network with others in the industry. Plan your end to 2020 and start to 2021 with our sales calendar article and accompanying downloadable version. We’ve also…
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How do i see my deals in one place across multiple pipelines?
Is is possible to see the deals im attached to throughout multiple pipelines?
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Anyone got any experience with Recurring Revenue, when your deal amounts are always different based
Need a way to report revenue based on total contract value and the contract length, and can't get the recurring revenue to do the job I need to do. Currently have a custom data field, and export to Excel to do the calculations.
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Same deal to multiple persons
Hi everyone - new to pipedrive and already loving it! We work with the construction industry and quote the same enquiries to multiple contractors. If I am quoting the same job to four companies but can only sell it to one, can somebody advise me on the most appropriate way to record this against each enquirer but not show…
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Anyone is using a cool app from the Pipedrive Marketplace for reporting & building dashboards?
I feel like the insights section of Pipedrive is fairly limited in its flexibility and customization. Thanks ✌️
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When do you create a deal? (with sales automation)
Hey everyone, tough question I have. My consultant that helps me with sales automation strongly advice to create a deal when the prospect is interested to know more about our solution and not before. Then prospects status before is managed under a custom field which means no pipedrive reports but a 3rd party integration.…
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🗣️ Community Roundup - Volume 5
Another week, another selection of some of the most interesting discussions here in the Sales Community for you: 🔥 Marketing Management Tips using Pipedrive 🔥 How Do You Deal with Tough Clients on Cold Calls? ➡️ Follow the Community Roundup topic and never miss the trending discussions! ➡️ See a cool discussion we didn't…
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Products & Price Lists
Hi, I am wondering if anyone has experience with, or a suggestion for, importing a product catalog that consists of hundreds to possibly thousand SKUs? i.e. Product #1- Product #100 and for each product there could be upto 50 variations. i.e. Product #1-Color A(SKU#1) through Product #1-Color Z(SKU#26) and so on. To add to…
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Products & Price Lists
Hi, I am wondering if anyone has experience with, or a suggestion for, importing a product catalog that consists of hundreds to possibly thousand SKUs? i.e. Product #1- Product #100 and for each product there could be up to 50 variations. i.e. Product #1-Color A(SKU#1) through Product #1-Color Z(SKU#26) and so on. To add…
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Extração de contados de pessoas da organização por etapa do funil do negócio
Tenho necessidade de extrair todos os contatos das organizações que se encontrem em determinada faze do funil. Porém não é possível, pela extração normal através de pessoas ou relatórios ele só considera o contato principal, mas no meu caso eu preciso de todos os contatos para estratégia de IBM. Se alguém puder ajudar,…
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Lead source and tracking
I have been tracking the lead sources (both inbound and outbound) in a custom field like SEO, PPC - Gooogle, PPC - Facebook, Referrals, Outreach etc. I would like to get a bit more detailed report on these sources. For example, for inbound leads - it could be Phone call, Email, Live Chat etc. It's more like nested sources…
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Community Roundup: Volume 4 🗣️
The Sales Community has again been filled with awesome conversations between salespeople and users. Check out the links below to see a handpicked selection of some of the most interesting discussions and join in the conversation! 🔎 Lead Source and Tracking 🔎 What App Are You Using for Leading Sales Meetings? 🔎 Lead Entry…