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Pipedrive's most underrated feature? ๐ค
Knowing how to get the most out of your CRM can increase revenue by up to 41% per sales rep. See what 12 Sales Automation Experts Think is Pipedriveโs Most Underrated Feature. Point of views from experts including @Bernd Auer , @Carla Rodriguez , @Adam Turl , @Kelly Goss , and @Bruce Bignell โคต๏ธโฆ
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Auto refresh pipedrive
Hi, If my colleague puts a new deal into Pipedrive, I can't see it unless I refresh the page. Is there a setting that auto refreshes the page? Thank you
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Multiple clients their own Pipedrive
Hi, I have a question. I have a lead / candidate generation business. I would like to give every one of my clients acces to their own personal Pipedrive with their leads. Is there a possibility to manage this from one master account? Do anyone of you know this? Thanks in advance.ย
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ํ์ดํ๋๋ผ์ด๋ธ ๊ฐ์ด๋: ๋ธ๋ผ์ฐ์ ์บ์ ์ญ์ ํ๊ธฐ
ํ์ดํ๋๋ผ์ด๋ธ๋ Web-app ๊ธฐ๋ฐ์ CRM ์๋ฃจ์
์ผ๋ก์, ์น ๋ธ๋ผ์ฐ์ ๋ฅผ ๊ธฐ๋ฐ์ผ๋ก ๋์ํฉ๋๋ค. ์ด์, ์ฑ๋ฅ ์ค๋ฅ๊ฐ ๋ฐ์ํ ๊ฒฝ์ฐ ์๋ ๋ฐฉ๋ฒ๋๋ก ๋ธ๋ผ์ฐ์ ์ ์บ์ ๋ฐ ์ฟ ํค๋ฅผ ์ญ์ ํ ์ค๋ฅ๊ฐ ๋ฐ์ํ ๋์์ ์ฌ ์๋ํ๋ ๋ฐฉ๋ฒ์ผ๋ก ๊ธฐ๋ฅ ์ด์๋ฅผ ํด๊ฒฐํ ์ ์์ต๋๋ค. 1. ํฌ๋กฌ ๋ธ๋ผ์ฐ์ ์ฌ์ฉ ์ * ํฌ๋กฌ ๋ธ๋ผ์ฐ์ ์ฐ์ธก ์๋จ ... ๋ฒํผ ํด๋ฆญ ํ '๋๊ตฌ ๋๋ณด๊ธฐ' -> '์ธํฐ๋ท ์ฌ์ฉ ๊ธฐ๋ก ์ญ์ ' ํด๋ฆญ * '์ฟ ํค ๋ฐ ๊ธฐํ ์ฌ์ดํธ ๋ฐ์ดํฐ' / '์บ์๋ ์ด๋ฏธ์ง ๋ฐ ํ์ผ' ์ฒดํฌ ํ '์ธํฐ๋ท ์ฌ์ฉ ๊ธฐ๋ก ์ญ์ ' ํด๋ฆญ 2. Microsoft Edge ๋ธ๋ผ์ฐ์ ์ฌ์ฉ ์ * ๋ธ๋ผ์ฐ์ ์ฐ์ธก ์๋จ์ ... ํด๋ฆญโฆ
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Scheduler combining multiple users' availabilities
Hello, It looks like the scheduler is only suitable for personal meetings and not for offering users an initial meeting when it's not important whom you meet, but rather that convenient time slots can be offered. How do you work around this issue?
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Is it better to have one or two PD accounts when owning multiple businesses
What are the pros and cons? Would like to share single sign on and functions/features/zaps Each company will have a different email/domain
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Apart from revenue, what Sales metric do you closely analyze without fail? How does it benefit you?
Apart from revenue, what Sales metric do you closely analyze without fail? How does it benefit you?
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ํ์ดํ๋๋ผ์ด๋ธ ์์ํ๊ธฐ: Quick guide
ํ์ดํ๋๋ผ์ด๋ธ ํ๊ตญ์ด ์ปค๋ฎค๋ํฐ์ ์ค์ ๊ฒ์ ํ์ํฉ๋๋ค! ํ์ดํ๋๋ผ์ด๋ธ์ ์ํํ ์ฌ์ฉ์ ์ํด, ์๋ ๊ฐ์ด๋๋ฅผ ์ฐธ์กฐํ์ฌ ํ์ดํ๋๋ผ์ด๋ธ๋ฅผ ์ธํ
ํด๋ณด์ธ์! * ํ์ดํ๋๋ผ์ด๋ธ ์ฐฝ๋ฆฝ์๊ฐ ์ ๊ณตํ๋ Sales Pipeline Course ๋ฐ ํ์ดํ๋๋ผ์ด๋ธ ๋ฐ๋ชจ ์์์ ํตํด ํ์ดํ๋ผ์ธ ๊ด๋ฆฌ๋ฅผ ์ํ ๋ค์ํ ํ์ ํ์ธํด๋ณด์ธ์! ** ์๋ ๊ฐ์ด๋ ์ด์ธ์๋, ์ปค๋ฎค๋ํฐ์์ 'ํ์ดํ๋๋ผ์ด๋ธ ๊ฐ์ด๋' ํค์๋ ๊ฒ์์ ํตํด ๋ค์ํ ํ์ดํ๋๋ผ์ด๋ธ ์ด์ฉ ํ์ ํ์ธํ์ค ์ ์์ต๋๋ค :) 1. ๊ณ์ ์ค์ ๊ฐ์ด๋ * ๊ธฐ๋ณธ ์ธ์ด ์ค์ : ํ๊ตญ์ด ์ธ์ด ์ค์ * ๊ณ์ ๋น๋ฐ๋ฒํธ ์ค์ * ํ์ฌ ๋๋ฉ์ธ ์ฃผ์ ๋ณ๊ฒฝ * ์ฌ์ฉ์ ์ด๋โฆ
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ํ์ดํ๋๋ผ์ด๋ธ ๊ฐ์ด๋: ์ฅ์ ๋ฐ์์ ์ค์๊ฐ ์๋ ์์
ํ์ดํ๋๋ผ์ด๋ธ๋ ์ค๋ฅ ๋ฐ์์ status.pipedrive.com ์น์ฌ์ดํธ๋ฅผ ํตํด ์ด ์ํฉ์ ์ค์๊ฐ์ผ๋ก ๊ณต์ ํฉ๋๋ค. ๋ํ ์ค๋ฅ ๋ฐ์์ ๋ฏธ๋ฆฌ ์ค์ ํ ์ด๋ฉ์ผ๋ก ํด๋น ๋ด์ฉ์ ์ค์๊ฐ์ผ๋ก ์
๋ฐ์ดํธ ๋ฐ์ ์ ์์ต๋๋ค. ์ด ๋ฌธ์๋ status.pipedrive.com ์ ์
๋ฐ์ดํธ ๋๋ ์ค๋ฅ ๋ฐ์ ์ํฉ์ ์ด๋ฉ์ผ๋ก ์ค์๊ฐ์ผ๋ก ์์ ํ๋ ๋ฐฉ๋ฒ์ ๋ํด ์ค๋ช
ํฉ๋๋ค. 1. ๋ธ๋ผ์ฐ์ ์์ status.pipedrive.com ์ฌ์ดํธ ์ด๊ณ ์ฐ์ธก ์๋จ์ Get Updates ๋๋ฅด๊ณ Email ํด๋ฆญ 2. ์ค์๊ฐ ์
๋ฐ์ดํธ ๋ฐ์ ์ด๋ฉ์ผ ์ฃผ์ ์
๋ ฅํ๊ณ ํ๋จ์ Subscribe to updates โ ๋ฒํผ ํด๋ฆญโฆ
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ํ์ดํ๋๋ผ์ด๋ธ ๊ฐ์ด๋: ํ์ดํ๋ผ์ธ ๋ทฐ์์ ๊ฑฐ๋๋ ์ด๋ป๊ฒ ์ ๋ ฌ๋๋์?
์ง๋ฌธ: ํ์ดํ๋ผ์ธ ๋ทฐ์์ ๊ฑฐ๋๊ฐ ์ ๋ ฌ๋๋ ์์๊ฐ ๊ถ๊ธํฉ๋๋ค. ๊ฑฐ๋๋ช
์ ๋ฐ๋ผ ์ ๋ ฌ๋๋๊ฒ ์๋๊ฐ์? ๋ต๋ณ: ํ์ดํ๋ผ์ธ ๋ทฐ์์ ๊ฑฐ๋๊ฐ ์ ๋ ฌ๋๋ ์์๋ ๋ค์๊ณผ ๊ฐ์ต๋๋ค. * ํ๋: ๊ฑฐ๋์ ์ฐ๋๋ ํ๋์ ์ํ์ ๋ฐ๋ผ ์ ๋ ฌ๋๊ณ * ์์ฑ์๊ฐ: 1๋ฒ์ด ๋์ผํ ๊ฒฝ์ฐ, ์ต์ ๊ฑฐ๋๊ฐ ์์ ์ค๋๋ก ์ ๋ ฌ๋ฉ๋๋ค. ๋จผ์ 1๋ฒ 'ํ๋' ์กฐ๊ฑด์ ๋ํด ์ค๋ช
ํ๊ฒ ์ต๋๋ค. ํ์ดํ๋๋ผ์ด๋ธ์์ ๊ฑฐ๋๋ ์ด์ ์ฐ๋๋ 'ํ๋'์ ์ค์ฌ์ผ๋ก ์งํ๋๋ฏ๋ก, ๊ฐ ๊ฑฐ๋์ ๋ํด ์งํํ ๋ค์ ํ๋์ด ํต์ฌ์
๋๋ค. ๊ทธ๋ฌ๋ฏ๋ก ๊ฐ ๊ฑฐ๋ ์์๋ ํด๋น ๊ฑฐ๋์ ์ฐ๋๋ ํ๋์ด ์ด๋ป๊ฒ ์งํ๋๋์ง ๋ค๊ฐ์ง ์์์ผ๋ก ๊ตฌ๋ถํฉ๋๋ค. * ๋นจ๊ฐ์ (๊ฒฝ๊ณ ):โฆ
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Leads Section & Folders
Hi Team, In the Lead Section/Inbox is there the ability to file leads into different folders? For Example: If I have 2 different leads sources one is called 'Leads from Website' and another is called 'Paid Lead Generation Leads' The idea for me is to isolate campaigns to see which data yields the best results on differentโฆ
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5 email marketing newsletter ideas
https://pipedrive.hubs.vidyard.com/watch/rXXX2k6ZVU3DkUXCTccvqp?ref=community_postHi there, Thank you for being a part of the Campaigns community! My name is Gints and Iโm here to help your email marketing strategy shine. As you probably know, email marketing is most effective when you engage with subscribers regularly.โฆ
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Updating tags in Mailchimp
I am using a custom field to create tags for all of the customer. What I want is for that information to be updated to the connected Mailchimp service in their tags. Is anyone doing this? Are there other mailing platforms that I can use instead which will allow me this functionality?
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ํ์ดํ๋๋ผ์ด๋ธ ๊ฐ์ด๋: ์์คํ
ID๋ฅผ ์ด์ฉํด ๋๋์ ๋ฐ์ดํฐ ํธ์งํ๊ธฐ
์ง๋ฌธ: ๋๋์ ๋ฐ์ดํฐ๋ฅผ ํธ์งํด์ผ ํ๋๋ฐ, Bulk Editing ์ด์ธ์ ๋ค๋ฅธ ๋ฐฉ๋ฒ์ด ์์๊น์? ๋ต๋ณ: ํ์ดํ๋๋ผ์ด๋ธ์ ์์คํ
ID๋ฅผ ํตํด ๋๋์ ๋ฐ์ดํฐ๋ฅผ ์์ฝ๊ฒ ํธ์งํ ์ ์์ต๋๋ค. ํ์ฉ ๋ฐฉ๋ฒ: * ํ์ดํ๋๋ผ์ด๋ธ ์์คํ
ID๋?* ํ์ดํ๋๋ผ์ด๋ธ์ ๋ชจ๋ ๋ฐ์ดํฐ์๋ ๊ฐ๊ฐ์ ๊ณ ์ ํ ID๊ฐ ์กด์ฌํฉ๋๋ค. * ๋ฐ์ดํฐ๋ณ ID๋ ํ์ดํ๋๋ผ์ด๋ธ URL์์ ํ์ธํ์ค ์ ์์ต๋๋ค. * ๊ฑฐ๋ ๋ชฉ๋ก ๋ณด๊ธฐ์์๋ ํ์ดํ๋๋ผ์ด๋ธ ์์คํ
ID๋ฅผ ํ์ธํ์ค ์ ์์ต๋๋ค. * ์์คํ
ID๋ฅผ ๊ฐ์ง ๋ฐ์ดํฐ* ๊ฑฐ๋ / ์ธ๋ช
/ ์กฐ์ง / ํ๋ / ์ํ ์์คํ
ID๋ฅผ ์ด์ฉํ ๋ฐ์ดํฐ ์
๋ฐ์ดํธ ํ๋ก์ธ์ค 1. ์
๋ฐ์ดํธํ โฆ
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Boa tarde! ร possรญvel inserir motivos de ganhos (para os negรณcios que forem dados como ganho)?
Boa tarde! ร possรญvel inserir motivos de ganhos (para os negรณcios que forem dados como ganho)?
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How to track notes where I have been tagged with @MyName
Pipeline is used by our Sales/BD team, contracts development team and finance teams. And then Management too. in a deal when someone wants other team member to do something, they add a note with @TeamMemberName. We have synced with outlook and we get am email when someone tags me in, I get an email. But it becomesโฆ
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Ideas / Integration suggestion for project details for architectural design
Hi everyone! My team is new to Pipedrive and we're excited to use this as our main hub for our clients. Each of our deals (architectural designs) contain tons of details that we would like to be able to reference whether it's to re-use a component on a new project or reach out to those with a certain feature for follow-up.โฆ
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Group email - solution to the max 100 problem
* Go to Deals - List view * Create a filter with the customers you want to email. Plus also include into the filter Deal -> Email messages count -> is -> 0 (or whatever number you are looking for) * Bulk select all - Send group email - accept the notification saying max 100 emails is possible. * Wait until all 100 areโฆ
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ํ์ดํ๋๋ผ์ด๋ธ ์ํฌํ๋ก์ฐ ์์: ํน์ ์กฐ๊ฑด ์ถฉ์กฑ ์์๋ง ํ๋ ์์ฑํ๊ธฐ
์ง๋ฌธ: ํน์ ํ ์กฐ๊ฑด์ด ์ถฉ์กฑ๋ ๋์๋ง ํ๋์ด ์์ฑ๋๊ฒ ํ๊ณ ์ถ์ด์. ๋ต๋ณ; ์ํฌํ๋ก์ฐ์ '์กฐ๊ฑด' ์ ํตํด ํน์ ์กฐ๊ฑด์ด ์ถฉ์กฑ๋ ๋์๋ง ์ก์
์ด ์งํ๋๊ฒ ์ธํ
ํ ์ ์์ต๋๋ค. ํ์ฉ ์์: * ๊ฑฐ๋ ๋ผ๋ฒจ์ด 'Hot'์ธ ๊ฒฝ์ฐ์, 'Cold'์ธ ๊ฒฝ์ฐ ๊ฐ๊ฐ ๋ค๋ฅธ ์์
ํ๋ ์์ฑ * (์ปค์คํ
๋ฐ์ดํฐ ํ๋ ์ค์ ) ๋ฆฌ๋ ์ค์ฝ์ด๋ง ๊ฐ์ด 50 ์ด์์ผ ๋ ํน์ ํ๋ ์์ฑ ์ ์์ ์ด์ธ์๋, ์ปค์คํ
๋ฐ์ดํฐ ํ๋ ํน์ ํ์ดํ๋๋ผ์ด๋ธ์ ๋ฐ์ดํฐ ํ๋๋ฅผ ์ด์ฉํด, ํน์ ์กฐ๊ฑด์ด ์ฑ๋ฆฝ๋ ๋์๋ง ๋ฐ๋ํ๋ ์ํฌํ๋ก์ฐ๋ฅผ ๊ตฌํํ์ค ์ ์์ต๋๋ค. < ๊ฑฐ๋ ๋ผ๋ฒจ์ด Hot์ธ ๊ฒฝ์ฐ์๋ง ํน์ ํ๋์ด ์์ฑ๋๋ ์๋ํ ์์ > *โฆ
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Assign Roles to Participants + Automation
We have participants that can perform different roles on different deals. Being able to assign and view a role that they play in this specific deal would be really useful. Updating participants (according to their role) on a deal takes a lot of our time. Being able to set some automation for tasks, texts and emails so thatโฆ
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Curious, how is everyone using reoccurring activities?
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DocuSign Integration Tips & Tricks Tutorial โ๏ธ
Hi Pipedrivers ๐๐ป As you know the DocuSign - Pipedrive integration is now live for all of you! Check out the short tutorial where I show you how to install the app from the Marketplace and some tips and tricks to help you make the most out of the integration. You can find the DocuSign app in our Marketplace here. Lookingโฆ
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ํ์ดํ๋๋ผ์ด๋ธ ๊ฐ์ด๋: ๋๋์ ๋ฐ์ดํฐ๋ฅผ ์ผ๊ด๋ก ๋ณ๊ฒฝํ๊ธฐ
์ง๋ฌธ: ํ์ดํ๋๋ผ์ด๋ธ์ ์ ์ฅ๋ ๋ฐ์ดํฐ๋ฅผ ํ๊บผ๋ฒ์ ๋ณ๊ฒฝํ๊ณ ์ถ์ด์. ๋ต๋ณ: ํ์ดํ๋๋ผ์ด๋ธ์ Bulk Editing ๊ธฐ๋ฅ์ ์ฌ์ฉํ๋ฉด ๋๋์ ๋ฐ์ดํฐ๋ฅผ ํ๋ฒ์ ๋ณ๊ฒฝํ๋ ๊ฒ์ด ๊ฐ๋ฅํฉ๋๋ค. ์ฐธ๊ณ ์ฌํญ: * ๊ฑฐ๋ / ์กฐ์ง / ๋ด๋น์ ๋ฐ์ดํฐ / ํ๋ ๋ฑ์ ๋ชฉ๋ก ๋ณด๊ธฐ ํ์์์ ๋๋์ผ๋ก ๋ณ๊ฒฝํ ์ ์์ต๋๋ค. * ๊ฑฐ๋ -> ๋ฆฌ๋ ๋ณํ์ ํ ๋ฒ์ 100๊ฐ๊น์ง๋ง ๊ฐ๋ฅํฉ๋๋ค. 1) ๋ณํํ ํญ๋ชฉ์ ๋ชฉ๋ก ๋ณด๊ธฐ ์ ์ ์ํฉ๋๋ค. 2) ๋ณํํ ํญ๋ชฉ๋ค์ ์ ํํ๋ฉด ์ฐ์ธก ์๋จ์ '๋๋ ํธ์ง' ํ๋ฉด์ด ๋ํ๋ฉ๋๋ค. 3) ๋ณํํ ๋ฐ์ดํฐ๋ฅผ ์ฐพ์ 'ํ์ฌ ๊ฐ ์์ '์ ์ ํ ํ ๋ณํํ ๊ฐ์ ์ ํํฉ๋๋ค. 4) ๋ณ๊ฒฝ ์ฌํญ์ ํ์ธํ โฆ