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Improvement's request - Colour coding
Hi Team, is there any update on colour coding deal panels etc as I like to colour so I know what deals to follow up on as a priority etc.
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파이프드라이브 가이드: 슬랙 연동하기
질문: 슬랙을 사용하고 있는데, 슬랙을 연동해서 파이프드라이브 영업관리에 대한 알림을 받고 싶어요. 답변: 파이프드라이브에서 제공하는 Slack Integration을 이용해 알림설정 구현이 가능합니다. 참고사항: * 슬랙 - 파이프드라이브 연동은 파이프드라이브 > 슬랙 으로의 일방향 동기화만 지원됩니다. * 워크플로우 자동화를 통해 좀더 다양한 상황에서 슬랙 알림설정을 구현하실 수 있습니다. 구현 방법 * '도구 및 통합' > 'Slack' 으로 이동합니다. * 슬랙과의 연동을 위해 권한 허용 등을 완료하면, 위 화면과 같이 슬랙이 파이프드라이브에 연동됩니다. * 이제…
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Aconselhamento - ESPAÇAMENTO ENTRE LINHAS NO E-MAIL.
A ferramenta deveria fornecer esta opção tão básica para envio de e-mail, tendo em vista que esta é umas das melhores maneiras e enviar e-mail em massa, mas, a configuração do e-mail é horrível, pois o espaçamento entre linhas é enorme, completamente fora do padrão...
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How did you solve the problem with multiple brands under one company in Pipedrive?
Description of the situation: I have two brands (currently two different companies in PD) These companies exist only to send emails to clients from different domains (ABC, XYZ) Those brands are selling different products, have different communications, etc. but they are supported by the same PD users (salespersons). For…
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Custom currencies viewed in Insights
I'm organizing Pipedrive in a way that will provide clear information about the bonuses that are associated with the deals. I've used the custom currency to create a custom value, and associated it with products that are representing bonuses that are added to the deal by a salesperson. Thanks to this we can easily track…
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Removing time (Hours/Minutes) value from Created Date
I would like to have the values presented in the Deal Created section to only show Day-Month-Year and not have the minutes & hours shown. That is of zero value to me when running a report and, when exporting to Excel, it makes it more difficult to sort by that value. The Last Activity and Last Stage Change represent the…
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Automated Dashboard for Pipedrive Partners
Hi guys, I hope that this is the correct channel 😁 We're Pipedrive Elite Partners (reselling licenses and providing consultation & integration services to companies using Pipedrive). For a long time I wanted a dashboard that shows us how many active licenses are clients have purchased - which obviously changes whenever a…
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9 Pipedrive pro tips
We asked Pipedrive expert @Paul Minors what his Pipedrive top tips were and he put together this wonderful blog post. His advice: * Always define an activity reminding you what to do next * Use Workflow Automation to create activities based on the deal stage * Use the ‘expected close date’ to forecast your upcoming sales *…
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Dica para vincular dois ou mais negócios dentro do Pipedrive
Hoje, quando tenho uma oportunidade de negócio, automaticamente crio dois negócios em funis diferentes: 1º Negócio - Instalação (Receita não recorrente) 2º Negócio - Ativação do serviço em nuvem (Receita recorrente). Como o pipedrive não permite vinculação de negócios na plataforma, a forma que encontrei para conectar…
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Pipedrive CRM: cosa, come e perché.
Vi lascio una breve presentazione su Pipedrive, per chi fosse interessato mi contatti pure! @Manuel Oliveira @Inês Batata https://www.youtube.com/watch?v=L_8DYcgW9c8
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Vertically move cards in the dashboard view
It would be interesting if we could move cards vertically, within the same stage, as in Trello, for example. Is it possible?
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Segment your recipients by previous campaign activity
Hello! We have added some new filters for you to better segment your recipient list. It is now possible to filter contacts by campaign title, sent date and campaign activity (opens, clicks). We have also added filters about unsubscribe date and bounce reason. These filters are available in the Contacts > People section and…
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Workflow / Dates / Notes
Hey there, we have a custom field that uses the date range that we use to see how long a customers subscription is valid for. We also have a workflow that automatically creates a new deal and a note in that deal that is supposed to tell us the end date of that last subscription. Somehow this doesn't work and instead of…
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How to Handle Deal Price Changes?
Hi PipeDrivers, We are running into a big issue with PipeDrive where, every time a deal price has changed, we have to duplicate the deal to keep track of the changes, and I'm wondering how others deal with this issue. To give a quick overview: We are a software company and we manage all deals/projects within PipeDrive. The…
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I am trying to export data, but when clicking the three dots on the top right of the screen, it is n
I am trying to export data, but when clicking the three dots on the top right of the screen, it is not an option to export data (which this article - https://support.pipedrive.com/en/article/exporting-data-from-pipedrive - explains how to do). Do I need privileges added to do so? There are two ways to export data from…
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파이프드라이브 기능 업데이트: 리드 보고서
안녕하세요. 국내 파이프드라이브 공식 파트너사 해시스냅입니다. 많은 고객님들께서 요청하셨던 파이프드라이브의 리드 보고서 기능이 출시되었습니다. 리드 보고서를 통해 생성 / 보관 / 거래로 전환된 리드 수를 인사이트 대시보드에서 측정하실 수 있으며, 리드 -> 거래 로의 전환율을 측정할 수 있는 전환율 보고서를 작성하실 수 있습니다. 리드 보고서 생성 방법 * 인사이트 -> 보고서 > 리드 클릭 후 생성할 보고서 유형 선택 참고: * 프로페셔널 플랜 사용 시, 리드 성과 / 전환 보고서 생성 시 커스텀 데이터 필드를 통한 세그멘테이션 보고서를 생성하실 수 있습니다. * 커스텀…
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Vi har nu passerat 700 medlemmar i Svenska Pipedrive gruppen!
@Anders Henriques blev den 700:e medlemmen i gruppen. Nu siktar vi mot 800.
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Can you use pipedrive app to send connection request to a list of profiles without having their emai
Can you use pipedrive app to send connection request to a list of profiles without having their email address nor linkedin url address ?
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Merged: Custom Fields - Based on Stage, Pipeline and whether Lead, Deal
This discussion has been merged.
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Hi, I am wondering if anyone has experience with, or a suggestion for, importing a product catalog t
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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contact to prospect
Hello, i'm trying to access a prospect view from the contact view. We can't do it natively in pipedrive. does someone have a tips about it ? Have a great day,
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파이프드라이브 워크플로우 예시: 담당자(=거래 소유자) 변경 시 이메일 알림 워크플로우 설정하기
질문: 특정 활동을 특정인에게 부여했을 때 담당자에게 알림을 주고 싶어요. 어떻게 설정해야 하나요? 답변: 워크플로우를 통해 담당자에게 이메일 알림을 전송할 수 있습니다. < 활동 담당자 변경 시 이메일 알림 워크플로우 구현 예시 > * 워크플로우 흐름 * 활동 담당 '사용자' 변경 (트리거) * 이메일로 변경된 소유자에게 이메일 알림 전송 1. 워크플로우 생성 후 '트리거'를 '업데이트된 활동' 으로 설정합니다. 2. 조건값은 '활동 담당 사용자' 를 '변경됨'으로 추가합니다. 3. '작업 > 이메일 전송' 선택 후, 변경된 활동 담당 사용자에게 전송할 이메일 내용 입력…
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How do I add a second company to pipedrive??
I am trying to find the option to add a second company to my pipedriveaccount but cant seem to find it. Is it a disabled option?
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How are you entering notes into Pipedrive during a videoconference? Notes? Activity Notes? Images
How are you entering notes into Pipedrive during a videoconference? Notes? Activity Notes? Images show the options I've found on my own . . .the Notes fields are so small . . . any way to hide the sidebar and other stuff so that we can see a bigger Notes field? (the 3rd pic is an RTF file I'm actually using to take notes…
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Account Based Marketing/Sales and Pipedrive
Hello - I wanted to know if anyone was incorporating Pipedrive into an ABM model? I would like to aggregate all of our marketing metrics into Pipedrive and I am curious if anyone else is trying to do the same.
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Shared Emailed Address Problem
When a persons email address is related to their job as opposed to their name (EG princiapl@abcschool.com) this creates issues when a new person with a different name assumes that position. EG Principal Joe Bloggs leaves & is replaced by new principal Jane Doe. Before Jane arrived on the scene all previous emails & record…